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Client Memo: There Are No Experts financial insights investment outlook investment strategies portfolio protection recession s&p 500 tariffs trade trump u.s. economy Apr 14, 2025

At the start of 2020, markets were at all-time highs and, to borrow a phrase from the LEGO Movie’s annoying song, “everything was awesome.” At the time, there were only faint news reports of an outbreak in China causing a stir. And then, as these things tend to go, it was everywhere -all at once.

B...

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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.   - Investopedia

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

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