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Why the U.S. Dollar Is Falling Under Trump’s Second Term

Why the U.S. Dollar Is Falling Under Trump’s Second Term

Jul 14, 2025 | Quarterly Commentary

“Our currency is too strong and it’s killing us.”─ President Donald J. TrumpUpon the election of Donald Trump as President in November 2024, the U.S. dollar soared in value relative to most currencies.  Much like U.S. equity investors, currency traders perceived...
Brace Yourself: Inflation’s Impact on Your Money and Investments

Brace Yourself: Inflation’s Impact on Your Money and Investments

Jul 8, 2025 | Videos, Investing and Markets

 In this episode of Managing Your Money, join our portfolio managers as they examine the growing concerns around inflation and its possible effects on the economy and investment strategies. Drawing on historical examples and various expert analyses, they discuss...
The Super Catch-Up Contribution: Maximizing Retirement Savings

The Super Catch-Up Contribution: Maximizing Retirement Savings

May 14, 2025 | Financial Planning

        Maximizing Retirement Savings: How the Super Catch-Up Contribution Can Help YouSaving and investing your money is always imperative for financial security. As you approach retirement and hit the quarter century mark, there are additional...
Navigating the Global Market Shift: Tariffs, Gold, and the Future of U.S. Assets

Navigating the Global Market Shift: Tariffs, Gold, and the Future of U.S. Assets

Apr 25, 2025 | Videos, Investing and Markets

In this episode of Managing Your Money, our portfolio managers analyze recent market movements—including rising bond yields, falling equities, a weaker dollar, and higher gold prices. They explore the implications of new U.S. tariff policies, shifting trade dynamics,...
Navigating the New Economic Order: Investing in a Time of Transition

Navigating the New Economic Order: Investing in a Time of Transition

Apr 17, 2025 | Quarterly Commentary

“The old world is dying, and the new world struggles to be born: now is the time of monsters.” ─ Antonio Gramsci, Italian Philosopher and PoliticianDuring a different period of profound upheaval, Antonio Gramsci wasn’t talking about markets a century ago, but his...
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