November 2024 Newsletter – The Power of Pivot: Adapting and Thriving in a Changing Political Climate
The Power of Pivot: Adapting and Thriving in a Changing Political Climate By Vaughn Woods, CFP, MBA As we reflect on the recent U.S.
November 2024 Newsletter – Improving the Link Between Spending and Federal Deficits: How Efficiency Impacts Your Investments
Improving the Link Between Spending and Federal Deficits: How Efficiency Impacts Your Investments Awareness Encourages Support of Policies That Promote Efficiency Dear Valued Investors,
October 2024 Newsletter: Building Wealth Beyond the Buzz: How We Cut Through the Noise
Building Wealth Beyond the Buzz: How We Cut Through the Noise Dear Valued Client, It’s easy to get caught up in the excitement of the
October 2024 – Newsletter: Navigating the Election Cycle: A Technical Analysis Perspective
Navigating the Election Cycle: A Technical Analysis Perspective By Vaughn Woods, CFP, MBA Fear is a common emotion leading up to presidential elections, especially in
September 2024 Newsletter – Understanding the Sharpe Ratio and Market Outlook
Understanding the Sharpe Ratio and Market Outlook By Vaughn Woods, CFP, MBA As you may know, the Nasdaq 100 Index (NDX) recently experienced
September Newsletter – Manufacturing Slump Deepens, Economy at Risk: Prudent Adjustments Amidst Uncertainty
Recent data paints a concerning picture for US manufacturing, raising questions about the overall economic outlook and exacerbating the challenges faced by consumers already grappling
August 2024 Newsletter – Healthy Corrections
Navigating Recent Market Volatility: A Healthy Correction or a Sign of Deeper Concerns? The recent stock market pullback, while unsettling, is a natural correction in
July 2024 Newsletter – At a Crossroads
At a Crossroads America’s Economic Future – Growth or Dirigisme? By Vaughn Woods, CFP, MBA In this month’s economic update, I introduce the idea that
June 2024 Newsletter – AI and Silos of Uncertainty
AI and Silos of Uncertainty In an era marked by rapid technological advancement and socio-political shifts, investors face unique challenges that require a nuanced
May 2024 Newsletter – The Link Between Uncertainty and Risk Demystifying the Unknown
The Link Between Uncertainty and Risk Demystifying the Unknown By Vaughn Woods, CFP, MBA Are you keeping an eye on the intricate ballet
April 2024 Newsletter – Access Struggles to AI and Energy in the Financial Sphere
Access Struggles to AI and Energy in the Financial Sphere By Vaughn Woods, CFP, MBA In the relentless rhythm of global economics, fossil fuels have
March 2024 Newsletter
Navigating the Rapidly Evolving Economic Landscape: Rebalancing as a Portfolio Strategy Vaughn Woods, CFP, MBA The US stock market is on a whirlwind path, galvanized