June 2025 Newsletter – One Big Beautiful Bill
One Big Beautiful Bill; AKA OBBB & Implications Investment Implications from Coming Change By Vaughn L. Woods, CFP, MBA Since you only have a few more months to consider how the so-called “One Big Beautiful Bill” (making its way through the senate) may affect you, your investment portfolio and your tax planning insights for 2025 […]
May 2025 Newsletter – Why Debt Levels Matter
Why Debt Levels Matter And all the alternatives available to lower It By Vaughn L. Woods, CFP, MBA Research (Reinhart & Rogoff, 2010) shows that when a country’s debt goes above 90% of its Gross Domestic Product (GDP), growth tends to slow down. For the U.S., we’re on track to hit 118% by 2035, […]
April 2025 Newsletter – Navigating the Economic Tightrope
Navigating the Economic Tightrope: A Time for Strategic Optimism Recessionary Signals and the Promising Horizon of Rate and Tax Cuts by June By Vaughn Woods, CFP, MBA The global economic landscape is indeed presenting us with a complex balancing act. While the stock and bond markets are signaling caution, it’s essential to remember that these […]
March Newsletter – The Whirlwind of Policy: Navigating Economic Uncertainty
The current economic landscape is characterized by a rapid succession of policy changes, a deliberate strategy employed by the administration to keep critics off balance and markets in a state of perpetual uncertainty. This approach is exemplified by the on-again, off-again nature of tariff measures, which are designed to both appease and confound trading partners. […]
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 […]