by Laurie Schroer | Apr 25, 2025 | Commentary
Over the past several weeks, we’ve seen renewed volatility in the markets. Many of you have asked what’s driving these swings—and more importantly, what it all means for the future. We wanted to offer some perspective on the larger strategy unfolding behind the...
by Laurie Schroer | Apr 4, 2025 | Commentary
We understand that recent headlines surrounding tariffs have stirred concerns, and the stock market’s reaction has only amplified those worries. We want to offer some perspective during this turbulent time, to help you navigate through the noise and focus on the...
by Laurie Schroer | Apr 1, 2025 | Commentary
As we move into the second quarter of 2025, we want to take a moment to share our latest thoughts on the economic and market environment, especially as it relates to potential policy changes ahead. A key date on our radar is April 2nd, which may mark the beginning of...
by Laurie Schroer | Mar 12, 2025 | Commentary
The stock market has experienced a notable decline in recent weeks, with the S&P 500 down approximately 10% from its recent highs. In market terms, this is known as a “correction.” While a decline of 20% over weeks or months qualifies as a “bear...
by Laurie Schroer | Mar 7, 2025 | Commentary
As we navigate the ever-changing landscape of the stock market, we want to provide you with our perspective on the current environment and what it means for your investments. Despite recent volatility, our outlook remains optimistic for stocks in the long run. Here...
by Laurie Schroer | Feb 7, 2025 | Commentary
All information in this presentation is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. All economic performance data is historical and not indicative of future results. The market indices discussed are...
