Tariff-Related Trauma and Your Portfolio
April 16, 2025  | By Kevin Smith, CFA

When the headlines scream tariffs, investors flinch—and markets tend to lurch. That’s exactly what happened recently as new tariff announcements triggered a sharp decline in the U.S. stock market. But what’s really going on? Let’s unpack it. Who Actually Pays…Read More

Market Forecasts, Mega Stocks, and the Year Ahead
January 25, 2025  | By Kevin Smith, CFA

The image below reflects what I imagine the world’s greatest stock market forecaster envisions when she closes her eyes. All of the millions of variables perfectly connected into a beautiful coherent understanding of how it all works: Imagine a formula…Read More

The Post-Election Markets
November 23, 2024  | By Kevin Smith, CFA

The elections are over. Some of you are distraught and some are elated – we know because we have both types of conversations every day. It was stressful for everyone because of the uncertainty, but the sun rises again and…Read More