Investment Management - First Quarter 2025
Market direction is a simple concept to grasp, when the prevailing trend – rising or falling – is obvious and participation is broad. All trends exhaust themselves eventually, irrespective of timeframe.
Market direction is a simple concept to grasp, when the prevailing trend – rising or falling – is obvious and participation is broad. All trends exhaust themselves eventually, irrespective of timeframe.
When I think of a 30-year retirement for myself, I find it completely overwhelming. It is a long time horizon and somedays I can barely plan for tomorrow, let alone 30 years into the future.
Equity markets have experienced increased volatility over the past month, driven by a combination of factors including signs of economic slowdown, ongoing geopolitical tensions, and shifting political priorities following the transition to the Trump administration.
One thing I’ve never really concerned myself with, until recently, is the subject of government spending. Given the current news cycle, I wanted to understand more precisely the facts and data, without interpretation.
The SECURE Act of 2019 fundamentally changed how inherited Individual Retirement Accounts (IRAs) must be handled, with significant implications for those who have inherited IRA assets since 2020.
Anyone who has been in the market for a new home over the past few years has discovered something many economists once considered highly improbable – a sudden and sustained lift in mortgage interest rates coupled with resiliency in housing prices.