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Blog

Each month, Founder Rich Lawrence, MBA, CFA, provides a detailed market recap and analysis through our blog. Drawing on years of experience and a disciplined investment approach, he breaks down complex market trends, economic data, and global events into clear, actionable insights. His commentary is designed to help you better understand what’s happening in the markets, why it matters, and how it may impact your financial plan.

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February 2026 Client Commentary

The President nominated Kevin Warsh to be the next Chairman of the Federal Reserve.  Kevin Warsh has an impeccable record of experience in the private sector, academia, and the public…
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January 2026 Client Commentary

A brief recap of 2025: 2025 began with a positive outlook, with the average forecast for the US economy as measured by Gross Domestic Product “GDP” growing 2.0%, net of…
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December 2025 Year End Reminders

DECEMBER 2025 Year-End Items to Consider Required Minimum Distributions (RMDs)– Retirement plans, including 401 (k), 403 (b), IRA, Inherited IRAs, SEP, SIMPLE IRA, among others, are subject to RMDs. RMDs…
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November Commentary-

November 2025 2025 is shaping up to be another stellar year for stock investors The Dow Jones Industrial Average (DOW) is up 12%, and the S&P 500 Index is up…
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Stock Market Indices- Compare and Contrast

I am using this month’s client note to discuss and contrast a few closely followed U.S. equity indices; most notably the Dow Jones Industrial Average (DOW), the S&P 500 Index…
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Federal Reserve Chairman Powell Speaks!

The main market news in August was the Fed Chairman Powell stating that the FED will likely reduce interest rates in September 2025.  Every August, financial leaders from around the…
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Mid-Year 2025: What A 6 Months

The US stock markets started 2025 with a very strong 10% gain in January, only to correct (decline) by 12% from the start of the year and 16% from its…
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May 2025: Where We Stand Tariffs Can Be Terrifying

Trade tariff policy and inflation continue to drive market volatility. Capital markets have experienced some of the most volatility in recent memory due to the draconian tariff policies announced by…