Investor concerns over the recent underperformance of technology stocks have raised questions about the broader stock market. While strong returns among artificial intelligence stocks have supported portfolios over the past few years, they have also raised questions about the sustainability of the market rally. Concerns for tech stocks primarily include concentration risk, frothy valuations, and comparisons to prior bubbles. How can investors maintain a long-term perspective and stay balanced amid these market dynamics?
5 Important Tax Considerations for Your Financial Planning
Albert Einstein reportedly once told his accountant, "the hardest thing in the world to understand is income taxes." This observation from the Nobel Prize-winning physicist remains relevant today, as our tax system has only grown more complex in the decades since. This year’s tax deadline on April 15 is approaching, but taxes are more than a once-a-year obligation – they are an essential part of year-round, holistic financial planning.
What Tariffs and Trade Wars Mean for Long-Term Investors
Investors have faced several market concerns early in the year around tech stocks, interest rates, and government policy. Among these factors, it’s no surprise that trade policy has emerged as particularly significant for markets. President Trump has launched various trade measures, including tariffs on Canada, Mexico, China, and the European Union. How should investors react to these news headlines?
Monthly Market Update - January 2025
January marked a positive but volatile start to the year for investors amid market shifts and policy concerns. President Trump returned to the White House and signed dozens of executive orders, the Chinese artificial intelligence company DeepSeek shook the tech industry, and the Fed hit pause on rate cuts. Looking forward, investors are focused on the latest round of tariffs and the impact on the global economy and inflation.
Special Update: What the DeepSeek Moment Means for Investors
In the 1940s and early 1950s, computers were the size of buildings and used vacuum tubes - large glass tubes that were fragile and consumed enormous amounts of power, generating significant heat. A former IBM Chairman is thought to have said “I think there is a world market for about five computers.” However, by the mid-1950s, semiconductor chips were invented which were far smaller, more efficient, and performed calculations much faster. This breakthrough led to the information technology revolution that continues today.