Blog

Each month, Founder Rich Lawrence, 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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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…
strips of newspaper with the words tariffs typed on them.

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…
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March 2025: Client Note

2025 started with a strong January after a 14% gain in 2024, only to give up most of 2025 gains by the beginning of March, as the table below displays. …