Stock Market Commentary May 2025

Stock Market Commentary May 2025

In February, after the administration announced Tariffs on China, Mexico, and Canada, many US business owners decided to front-end load import purchases to potentially avoid Tariffs. This helped cause GDP to be negative in the first quarter at -0.3% since Imports are...
Understanding What Constitutes a Market Correction

Understanding What Constitutes a Market Correction

With the recent volatility in the stock market, we wanted to address what it means for the market to be “in a correction.” A Correction in the Stock Market is when a drop or reversal of 10% occurs from the recent peak. This is a relevant topic because the...
Reaching the Summit of Retirement: Mount Everest Analogy

Reaching the Summit of Retirement: Mount Everest Analogy

In this blog series, we have been discussing various topics to consider when evaluating or drafting your retirement plan. One of our favorite analogies to use with clients is to compare Surviving Retirement with Climbing Mount Everest. Not only does this align with...