For years (perhaps decades), the US market has consistently outperformed US markets. US stocks represent over 60% of global equities and one US company (Nvidia) now has a market cap that exceeds the value of the entire Canadian and UK stock markets. However, a quick glance at global market performance in 2025 shows a changing […]

A client reached out with a question on a line in an article released after Wednesday’s Fed meeting – asking what a certain sentence was saying. Here was the quote: The Fed said it would soon end a 3 year effort to reduce the size of its $6.6 trillion balance sheet in a bid to […]

In today’s investing environment, it seems as though there is a constant effort to offer new and attention-grabbing products to investors. No longer are investors limited to a few simple large blend equity mutual funds or index tracking Exchange Traded Funds. There is a seemingly endless menu of investment options – some of which may […]

I talked with a client this week about things to consider as interest rates being to move lower after the Fed’s first cut in 2025. Here’s a quick recap of what we discussed. Note: It’s important to remember that many of these actions were taken months ago for our clients as we anticipated that rate […]

There has been a decent amount of attention given to small cap stocks recently. A client asked what exactly makes a stock “small cap” and why some believe they are well positioned in today’s environment. Market Capitalization Before looking at small cap stocks, let’s look at the word “cap” – which is short for capitalization. […]

This Friday (August 22) Federal Reserve Chairman Jerome Powell will give a speech at the Jackson Hole Symposium. There is intense speculation concerning what Chair Powell will say and whether or not he will signal upcoming rate cuts. The path forward is anything but certain and the increased pressure from the administration to lower rates […]

Stock buybacks have been in the news as of late as they reach all-time highs and are set to top $1.1 billion in 2025 (see recent Wall Street Journal article here). This prompted a client to ask what they are and why they matter to markets Stock buybacks are essentially defined by their name. It’s […]

If you listen to the earnings calls of major multinational corporations (think Apple, Nike, or Microsoft to name a few), you will undoubtedly hear reference to the impact of movements in the US dollar on their earnings. A client asked for a quick explanation of this concept so let’s dive in. The US dollar remains […]

I had a great discussion this week with clients about the constant nature of risk in investing The topic came up as we were talking about the wild ride we’ve been on in 2025 and how the market has once again reached all time highs – despite a laundry list of risks that remain well […]

If you’ve been following the news lately, there is considerable coverage of the Administration’s desire to lower interest rates – which has been largely messaged as a campaign to replace Fed Chair Powell with another Fed Chair who would possibly be more amenable to lowering interest rates. President Trump visited the Federal Reserve offices today […]