By Matthew Hart, CFA® In the last few weeks, there has been a spotlight on tariffs, trade, and their impact on both the US market and the market worldwide. Although …
By Andrew R. Duncan, CFA® Americans are renowned for their inventive and entrepreneurial spirit. This underpinning of society has birthed US technological advancements within numerous industries across the globe over …
By Jonathan McAdams, CFA® The late, great Yogi Berra reportedly uttered this phrase after watching Mickey Mantle and Roger Maris repeatedly hit back-to-back home runs for the Yankees in the …
By Yuval Ezer, CFA® As we write this in late December, the market stands near all-time highs, reflecting an exceptional year for investors. Following the ~3% drawdown of the S&P …
By Jonathan McAdams, CFA® Hollywood, and movie audiences, love a good sequel – and there are no shortages this holiday season with the likes of Gladiator 2, Moana 2, and …
By Andrew R. Duncan, CFA® As Alice in Wonderland discovered when she traveled through the looking glass, we cannot change our past, but we can learn from it to prevent …
By Yuval Ezer, CFA® In recent months, market volatility has increased significantly, driven by shifting narratives, geopolitical uncertainties, and economic fluctuations. The fear of missing out (FOMO) can be a …
By Andrew R. Duncan, CFA® Change almost always represents an opportunity. People tend to be resistant to change, but it is a building block to personal and professional growth. Whether …
By Jonathan McAdams, CFA® To say that the political landscape has been volatile of late would be a gross understatement. Over the course of a few weeks since the first …
Investment Commentary: Tariffs and the Markets – April 7, 2025
By Jonathan McAdams, CFA® Chief Investment Officer As you are likely well aware, the stock market has been experiencing heightened volatility of late due to President Trump’s recent tariff policy …