Beyond the Bell

Market Outlook Spring 2025
In our outlook for 2025, we wrote about the following factors that we thought would impact investment returns this year:
Trump’s 2025 Tariff Plan: Market Impacts and Portfolio Strategies
We’ve spoken with so many clients who are feeling completely uneasy about recent market volatility and the political landscape, and
Navigating 2025 Market Volatility: Financial Strategies for Investors
Watching stock prices fall is an uncomfortable experience for investors no matter the circumstances under which it occurs. It can feel uncontrollable and make us feel powerless over something so incredibly important to our futures. It’s perfectly reasonable to dislike that experience. As I’m checking in with my clients, I want to hear how they are feeling right now. No matter what emotions you are experiencing, it’s healthy to share that experience and maybe to get another perspective. There is some common wisdom which circulates widely in times like these, “just don’t look.” That can certainly be good advice for the right kind of person, but it might not work for everyone. Sometimes having something to do can help us feel a sense of agency in turbulent times and alleviate some discomfort. With that in mind, I want to share with you my list of action items for periods of market volatility. Hopefully, you will find a tip or two to help you feel empowered.
The Gift of Simplicity: Why Consolidating Finances and Logistics Matters as We Age
If my kids were old enough to read this newsletter, they’d say “Mom, all you do is lecture people, including
Street$marts: What is an Index Fund?
Indexing is a term that is thrown around a lot in the investment space. Admittedly, I forget that this is
The Joy of Spending: The Financial Advisor’s Guide to Meaningful Wealth
A Purposeful Approach to Retirement Spending
Street$marts: What to Expect When Receiving an Inheritance
A New Definition of Luxury: Wellness, Balance, and Intentional Living
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Street$marts: What is an Index Fund?
Street$marts: What to Expect When Receiving an Inheritance
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Market Outlook Spring 2025
In our outlook for 2025, we wrote about the following factors that we thought would impact investment returns this year: Artificial Intelligence Investments and Commercialization of AI Applications, Labor Market Conditions, Inflation, and Fiscal and Monetary Policy. We provide our latest thoughts on each of these topics in this update, after a quarter characterized by a lot of market-moving news and a corresponding increase in stock market volatility.
Market Outlook Winter 2025
Market Outlook Fall 2024
Market Outlook Summer 2024
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David McCullough