Monthly Market Update – February 2025 Investors should stay disciplined as markets adjust to tariffs, inflation, AI trends, and more. Stock market volatility is a normal part of investing. Those who can stay balanced and focused have historically been in a better position to achieve financial success. Click here to read the full article.
Despite recent news and stock market swings, transformative technologies like AI create value over decades, underscoring the importance of maintaining a long-term investment approach and financial plan. Click here to read the full article.
2024 is a reminder that staying invested in a well-constructed portfolio is the best way to achieve long-term financial goals. These lessons will apply equally well in 2025 regardless of the challenges the new year may bring. Click here to read the full article.
Rich Schuette is the Founder and CEO of Avalan, a comprehensive wealth management firm specializing in personalized financial, business, and investment planning. Rich’s deep connection to the financial world began in childhood when his grandfather introduced him to the stock market, sparking a lifelong passion for investment. Over his 25-year career, he built a thriving […]
The election matters for many reasons, but its long-term impact on the stock market and economy is often overestimated. The economy has grown under Democrats and Republicans alike, and it’s important for investors to maintain perspective this election season. Click here to read the full article.
Oil prices have risen due to Middle East tensions but remain well below their recent peaks. While oil can impact economic growth, investors should focus on maintaining broad sector exposures in their portfolios and avoid overreacting to daily headlines. Click here to read the full article.
Markets have felt fragile due to both economic concerns and technical factors such as the Japanese carry trade. Rather than worrying about short-term market swings, investors should focus on long-term trends in order to stay on track toward their financial goals. Click here to read the full article.
The market rotation from large caps, especially technology and artificial intelligence stocks, and into other areas such as small caps, has driven market uncertainty higher. Rather than overreacting to these moves, investors should instead maintain a long-term perspective and focus on their strategic asset allocations. Click here to continue reading
History shows that long-term investing isn’t just about “predicting winners” – it’s also about diversifying across styles, sectors, and more. Market leadership not only changes over time but also can do so swiftly. Staying diversified allows long-term investors to benefit from opportunities while also having a smoother ride as they work toward their financial goals. […]
Special Update: Reciprocal Tariffs and the Market Reaction
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As investors, it is important to focus on what we can control. In light of recent market moves and policy changes, the best approach is still to stay focused on the long run and stick to a personalized financial plan. Click here to read the full article.