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Market Insights


Why the Stock Market Is Rising Even as the U.S. Economy Slows
The U.S. economy is slowing — but the stock market keeps climbing. Discover why lower interest rate expectations, tech giants’ earnings, and investor sentiment are driving gains despite weak economic data.

Jeff Schlotterbeck, CFP®


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.

Jeff Schlotterbeck, CFP®


Historical Insights on Market Resilience During Geopolitical Conflicts
When global conflict rattles the headlines, it’s natural to worry about your investments. But history shows that markets often recover—and even grow—in the months that follow. In this post, I share data-backed insights on how the S&P 500 has responded to past geopolitical events and why staying the course can pay off.

Jeff Schlotterbeck, CFP®


The Cost of Missing the Best Days in the Market: Staying Invested During Market Volatility
Staying Invested Beats Timing the Market During periods of market volatility, it's completely normal to feel uncertain or anxious. But...

Jeff Schlotterbeck, CFP®


Warren Buffett Investment Principles: Lessons from a Legendary Investor
Warren Buffett’s success isn’t just about returns—it’s about timeless principles like patience, simplicity, and staying the course. In this post, I break down key Warren Buffett investment principles and how you can apply them to your own long-term financial plan.

Jeff Schlotterbeck, CFP®
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