After months of negotiations, a new tax and spending bill was approved by Congress and signed into law by President Trump on July 4. This new budget is far-reaching, including making ...

President Dwight Eisenhower is often quoted as saying “what is important is seldom urgent and what is urgent is seldom important.” This perfectly captures the challenges many investors ...

On the surface, the first half of 2025 has been challenging for investors. From a trade war and market correction to an escalating Middle East conflict and concerns over the growing ...

Recent global events have dominated the news cycle. Markets tend to factor in the possible adverse impacts when this happens. In the meantime, investors need to be aware of "...

The stock market’s performance is a function of two variables: earnings and valuations. A company generates profits, and investors assign a multiple to those profits, such as 15x ...

Monthly Market Summary  The S&P 500 Index returned +6.3%, its strongest 1-month return since November 2023. Large Cap Growth stocks led the rally, with the Nasdaq 100 and Russell 1000 Growth gaining +9.2% ...