Today’s tariff turmoil
Barely a quarter of 2025 has passed, and we’ve experienced more than enough excitement for a whole year. Markets have been whipsawed by unpredictable shifts in trade rhetoric and policy announcements, with the Trump administration repeatedly issuing harsh tariff threats only to soften them days later.… Read More
Niall Ferguson, a well-known historian and Harvard University professor, coined the term “Chimerica” in 2006. It was a clever way to underscore the fact that the Chinese and American economies had become so intertwined that they could be viewed as one economy.… Read More
Tariffs and trade wars and bears, oh my!
Recent weeks have clearly reminded us that we always face the risk of (sometimes severe) market turbulence. When challenging conditions actually materialize, we continue to preach patience and diversification.
Patience is a virtue…
When periods of heightened volatility unfold, all investors experience negative—sometimes viscerally negative—emotions, and those emotions tend to push us into a fight-or-flight mindset.… Read More
Unpacking New Tariffs and the Effect on Markets
Stocks can climb a wall of worry, but will never climb a wall of uncertainty
In the complex dance of global trade, few policy tools generate as much debate as tariffs. Simply defined, a tariff is a tax imposed by one country on goods imported from another.… Read More
Here are five steps we encourage all investors to consider taking to help boost their financial fitness at any time of the year.
Are you the kind of person who makes resolutions on New Year’s Day? Here are five steps we encourage all investors to consider taking to boost their financial fitness at any time of the year.… Read More
To make the most of the coming year, consider this month-by-month approach to tackling your financial priorities.
Key Insights
Setting clear goals and an overarching plan are important elements in making financial progress.
Breaking down large goals into manageable steps can help you succeed.… Read More
Heading into 2025, it’s time to take stock of your budget, debt and investments—and check them against your financial goals.
These six steps can get you started.
Key Takeaways:
Revisiting your finances at the beginning of the year can allow you to establish a clear plan and meet your long-term financial goals. … Read More
Preparing for the inevitable is a tough discussion. It’s one that many people find difficult to have, especially with those closest to them. The Share Your Love Family Discussion Guide® is intended to help initiate an open, thoughtful dialogue with your family as you plan for your future and how to honor your final requests.… Read More
From Scuba Diving and Pasta-Making Classes to Secret Pop-up Dinners, These San Diego Activities Are Sure to Jazz Up Your Summer Calendar
Whether you’re a tourist looking for must-do vacation activities or a local on the hunt for something new to try, San Diego has countless hidden gems worth adding to your summer bucket list.… Read More
What to Know
The unofficial start of summer is just around the corner, and with it comes an anticipated increase in travelers by plane and car.
As temperatures rise, the National Highway Traffic Safety Administration is reminding summer drivers of some tips to keep travelers safe on the road and in the heat particularly if you are traveling by car to your vacation destination or decide to take on road trips.… Read More