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Insights
Market Volatility, Tariffs, and the Road Ahead: What Financial Advisors Need to Know This Week
The markets surged last week—but it wasn’t all good news. Trade tensions, volatile guidance from Washington, and weakening GDP have created a murky macroeconomic outlook. Here’s what independent financial advisors should watch closely.
May 8, 2025
Why This Market Rally Feels Riskier Than It Looks
Markets are reaching new highs—but that doesn’t mean risk is off the table.
In this post, we explore why today’s optimism may be overlooking key vulnerabilities in the economic outlook and how advisors can stay grounded in data-driven strategy.
May 6, 2025
Market Commentary | May 2025
Market Turbulence: Not Much Change U.S. financial markets experienced tremendous volatility in April 2025, driven by President Trump's...
May 1, 2025
Market Commentary | April 2025
Market Turbulence: Tariffs, Economic Concerns and Sentiment Shifts March inflicted significant damage to investors, as all three major...
Apr 2, 2025
Market Volatility, Tech Sell-Offs, and Trade Policy: What Financial Advisors Need to Know
Market volatility, tech sell-offs, and new tariffs—what financial advisors need to know to stay ahead.
Mar 4, 2025
Market Commentary | March 2025
Markets Cautious as Trump Implements His Agenda For February, the S&P 500 closed down nearly 2%, though it remains up over 1% for the...
Mar 4, 2025
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