FedWatch: Should the Fed Cut Rates Now?

While some market voices are calling for prompt interest rate cuts to help cushion the economy, the Federal Reserve appears inclined to stay patient for now.

Spring 2025 Investment Commentary

Markets faced a sharp reversal in tone during the first quarter of 2025. After a strong finish to 2024, the S&P 500 fell 4.6%, marking its worst quarterly performance since Q3 of 2022.

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Research and Insights

FedWatch: Should the Fed Cut Rates Now?
Investment Insights
FedWatch: Should the Fed Cut Rates Now?

While the timing and extent of any future moves remain uncertain, the evidence suggests that the case for easing is gaining traction – even if not yet broadly embraced.

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Spring 2025 Investment Commentary
Investment Commentary
Spring 2025 Investment Commentary

By the end of the quarter, the S&P had dipped into correction territory before recovering slightly, finishing just shy of 10% below its February peak.

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The S&P Just Had a Monster Day – Here’s What History Tells Us
Investment Insights
The S&P Just Had a Monster Day – Here’s What History Tells Us

Historically, the biggest up days in the market don’t tend to show up during periods of calm or stability.

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Making Lemonade out of Lemons – and Knowing When to Sip the Lemonade
Investment Insights
Making Lemonade out of Lemons – and Knowing When to Sip the Lemonade

Using Market Volatility to Harvest Losses and Take Gains on Highly Appreciated Securities

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2025 Tax Plan: Potential Impacts on Markets and the Economy
Investment Commentary
2025 Tax Plan: Potential Impacts on Markets and the Economy

As the first quarter progresses, the House of Representatives has passed a new spending bill, introducing several measures aimed at boosting the economy and benefiting everyday investors.

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Navigating Market Volatility Amidst Trade Policy Shifts: Is Trump Engineering a Hard Reset?
Investment Insights
Navigating Market Volatility Amidst Trade Policy Shifts: Is Trump Engineering a Hard Reset?

With new tariffs imposed on imports from Canada, Mexico, and China, and immediate retaliatory measures from these nations, investors are grappling with uncertainty.

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Our goal after the portfolio review is to give you a better understanding of your portfolio’s sensitivity to the market, all-in fees (including embedded fees), performance and tax harvest opportunities.