March Newsletter – Riding the Market Rollercoaster: A Time for Patience and Perspective
Riding the Market Rollercoaster: A Time for Patience and Perspective By Vaughn Woods, CFP, MBA The stock market can be a fickle beast, prone to sudden shifts and unexpected turns. Just when you think it’s on a steady climb, it can throw a curveball, leaving investors feeling a bit queasy. That’s precisely what we’re experiencing […]
February Newsletter – Navigating Policy Changes
Navigating Policy Changes By Vaughn Woods, CFP, MBA The stock market remains a focal point of interest for investors as we navigate an environment rich with volatility and geopolitical developments. The CBOE Volatility Index (VIX), often referred to as the “fear index,” currently sits at roughly 16, reflecting a relatively calm yet cautious market sentiment. […]
January 2025 Newsletter – The Strong Dollar’s Impact on Corporate Earnings: What Investors Should Know
The Strong Dollar’s Impact on Corporate Earnings: What Investors Should Know By Vaughn Woods, CFP, MBA As we enter the latest earnings season, investors should be aware of a crucial factor that could significantly influence corporate performance, the strength of the U.S. dollar. Tariffs, planned to be put in place by the Trump administration, […]
December 2024 Newsletter – Navigating the Current Market Landscape
Navigating the Current Market Landscape: A Focus on “Slower for Longer” Growth By Vaughn Woods, CFP, MBA I hope this message finds you well. I’m writing to share some thoughts on the current market environment and what it might mean for your investments. We’ve been carefully analyzing recent market trends and economic data, and […]
December 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. presidential election and the shift in political power, it’s crucial for investors to understand how these changes may impact various industries and their investment portfolios. The transition from one administration […]
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, As you know, staying informed about the intricate workings of our government is paramount to making sound financial decisions. Government spending, national debt, and economic stability all have a ripple […]
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 stock market. Headlines scream about the latest trends, social media explodes with hot tips, and everyone seems to have an opinion on where the market is headed next. But how […]
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 and October. However, history shows that markets often rebound after the election uncertainty subsides. We remain vigilant in identifying opportunities to profit from such market dynamics. As you know, […]
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 a remarkable surge, with its Sharpe ratio reaching a staggering 4.4. This exceptional performance, indicative of a strong risk-adjusted return, might have led to a sense of optimism and perhaps […]
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 with rising prices across various sectors. The ISM Manufacturing Index hit its 5th consecutive contractionary level at 47.2, indicating a continued slowdown in the sector. New orders declined at their […]