Advisors
Client Memo: Tariffs - Analysis and Investment Implications financial insights investing investment outlook investment strategies market analysis market trends risk management s&p 500 stock market stocks tariffs trump u.s. economy Apr 07, 2025

President Trump recently unveiled a sweeping set of tariffs on exports from dozens of countries into the United States. Tariffs are duties imposed on imported goods by a government. They are intended to protect domestic industries, encourage local production, and generate tax revenue. In fact, tarif...

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Near-Term Tariff Uncertainty Driving Volatility and Fear investment outlook investment strategies market analysis portfolio protection risk management stock market tariffs trump u.s. economy Mar 03, 2025

Tariffs are taxes levied by governments on imported goods. They aim to raise revenue, protect domestic industries, correct a trade deficit, impose political pressure on other states or deliver a combination of these goals.Ā Ā  - Investopedia

With the new administration, there will always be uncertain...

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Client Memo: Another Good Year In The Stock Market bonds buffer etfs financial insights investing market trends portfolio protection risk management stock market structured notes Feb 10, 2025

The market boomed again in 2024 for the second year in a row. 2022 seems like ages ago, the last bad year for the markets. I wrote then about how bad it was in aggregate because 2022 was the first year that both stocks and bonds were down double-digits (typically bonds rise when stocks fall).

In 20...

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