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Investment Commentary

Man in a gray shirt covers his ears with fingers, showing discomfort. He stands against a solid purple background.

Man in a gray shirt covers his ears with fingers, showing discomfort. He stands against a solid purple background.

Staying the Course During Market Volatility

Market volatility can feel unsettling when headlines are loud. This post explains why turbulence is normal, why reactions matter more than markets, and how staying disciplined supports long-term success.

Investment Commentary

Jeff Schlotterbeck, CFP®

2025 Market Review and What It May Mean for Investors in 2026

2025 Market Review and What It May Mean for Investors in 2026

2025 Market Review and What It May Mean for Investors in 2026

A review of 2025 market performance and key lessons investors can carry into 2026.

Market Insights

Jeff Schlotterbeck, CFP®

Aerial view of a large cargo ship with colorful containers navigating blue ocean waters under a clear sky, casting a long shadow.

Aerial view of a large cargo ship with colorful containers navigating blue ocean waters under a clear sky, casting a long shadow.

Tariffs and the Stock Market: Trade Shifts and a Surprising August Rally

A recent shift in U.S. trade policy introduced new tariffs—but markets reacted with surprising optimism. Here's why the news is “less bad” than expected and what it means for your investments.

Market Insights

Jeff Schlotterbeck, CFP®

At Water Street Wealth, your financial journey is my top priority. As a fee-only fiduciary, I simplify complex financial planning for busy families and individuals, providing personalized strategies that help you plan with confidence, invest wisely, and secure your future.

With a holistic approach to financial management, I guide you through every step including retirement planning, tax strategies, wealth management, and more—so you can focus on what matters most with clarity and peace of mind.

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12191 W. Linebaugh Avenue

Suite 611

Tampa Florida 33626

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5401 W. Kennedy Boulevard

Suite 100

Tampa Florida 33609

Signature Workspace Wiregrass

28210 Paseo Drive

Suite 190

Wesley Chapel Florida 33543

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260 1st Avenue South

St. Petersburg Florida 33701

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