The global trade landscape is undergoing significant change, and China’s once-dominant role in U.S. imports is rapidly evolving. From a peak of 22% in 2018, China's share has fallen to 11.5% as of June 2024. A mix of geopolitical tensions, pandemic-related disruptions…

In a highly anticipated move, the Federal Reserve recently lowered the federal funds rate by 50 basis points, bringing it to a target range of 4.75%–5.00%. This is the first rate cut since 2020, and its larger-than-expected size has…

As we look ahead, the U.S. dollar may soften slightly from current levels, but it’s important to recognize that this weakening will likely be uneven across major global currencies. For investors, the direction of the U.S. dollar has wide-reaching implications, affecting…

As the global economy shifts into a "higher-for-longer" environment for interest rates and inflation, income investors are facing new challenges and opportunities. While traditional options like cash and fixed-income securities have been reliable, today’s landscape demands a broader approach to…

Dear Friends & Clients, As we enter the final quarter of 2024, it's been a year of both challenges and opportunities in the financial markets. In this month’s commentary, I’d like to offer some insights into recent market activity and explore what these shifts could mean for your financial plan moving forward.

As election season approaches, the headlines can feel overwhelming, especially when they focus on how the results could impact your investments. However, it’s important to remember: your investment strategy should never be driven by politics. Markets have experienced ups and downs under...