The Importance of Offense and Defense in Challenging Markets
The Importance of Offense andDefense in Challenging Markets Concerns that a trade war will lead to a recession have spread around the globe. The possibility of retaliatory tariffs is on investors’ minds, with China responding with counter-tariffs, increasing the odds...
Bear Markets, Sell Offs and Reflecting on Asset Allocation – April 2025
Bear Markets, Sell Offs and Reflecting on Asset Allocation – April 2025 How you handle a market sell off. Revisiting your financial plan and investment policy statement. Facing the Pain of Market Declines We’re entering a turbulent time in the markets. Seeing...
Special Update: Reciprocal Tariffs and the Market Reaction
On April 2, President Trump announced new tariffs on nearly all major trading partners. These tariffs are “reciprocal” in that they correspond to tariffs each country imposes on U.S. goods and are on top of previously announced duties. The average tariff rate across countries is 25%, with rates for some as high as 49%. While the implementation of these tariffs was widely telegraphed by the White House, the level and scope are greater than many investors and economists expected. The immediate market reaction was negative, with the S&P 500 declining over 3% and the 10-year Treasury yield declining to around 4%.
The Danger of Overinvesting in Your Employer’s Stock: Lessons from Market Leaders
The Danger of Overinvesting in Your Employer’s Stock: Lessons from Market Leaders Great companies to work for and great companies to invest in are two different things. At Sterling Edge Financial, we understand the pride and confidence that come from working for a...