Uncategorized

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. […]

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. […]

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 […]

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 […]