Market Insights – First Quarter 2026
A Mid-Cycle Economic Revival The current administration entered this presidential term with an ambitious growth agenda based on reform and stimulus. While most policy initiatives were accommodative, there were also some restrictive measures aimed at improving balance in global trade and productivity from government spending. Unlike Trump 1.0 when stimulative tax cuts preceded the burden […]
Market Insights – Fourth Quarter 2025
Dichotomies and Bifurcations After consecutive years of strong returns, global stock markets were expected to take a breather and slow down in 2025. Those expectations seemed to be on track during the first two quarters. After a solid start to the year, prospects of a global trade war raised the specter of a recession and […]
Sandip Bhagat Breaks Down the Resilience and Sustainability of the U.S. Economy on Nasdaq TradeTalks
Whittier Trust’s Chief Investment Officer joined Nasdaq experts and the Head of Macroeconomic Research & Market Strategy at Guggenheim in an in-depth conversation on earnings growth tailwinds, the implications of a bifurcated economy, and whether or not we’re in an AI bubble. Although the first half of 2025 was rattled by trade fears, uneven consumer […]
Market Insights – Third Quarter 2025
The Calm After The Storm The first half of 2025 delivered all the thrills and scares of a turbocharged roller coaster. The twists and turns were sudden and startling; the ups and downs were vicious and violent. The ride left investors shaken from a potentially calamitous experience where mistakes would have been easy to make […]
Steady and Measured Real Estate Investing
Why a long-term approach is a smart strategy, regardless of the economic outlook. It’s nearly impossible to turn on the television or read an economic journal without being confronted with news about stock market volatility and concern about interest rate fluctuations. Ultimately, market factors are always in play. Economies, and the components that make them […]
Separating Signal from Noise
Staying focused on what drives long-term returns. Filtering the Noise Markets are in a constant state of change—it’s a natural characteristic of a dynamic, evolving economy. With that change often comes a steady stream of headlines, opinions, and predictions. From shifting policies to economic speculation, the volume of commentary can feel overwhelming. But amid the […]
The Price and Value of Assets
In investing, “value” is a word that’s used often but rarely understood in depth. It is not just a price tag, an item on a balance sheet, or a line on a chart. Rather, value is a complex blend of trust, expectation, and the interplay between certainty and speculation. The recent surge in gold prices to […]
Overview of Investments in Nevada
Dean Byrne Featured in Nevada Business Magazine: Investing is a balancing act between risk and reward in the best of times, but today’s uncertain economic climate and fluctuating markets present an unprecedented challenge for investors. While some people choose to stay with traditional options like money market funds and government bonds, others are taking on […]
Market Insights – Second Quarter 2025
A Growth Scare … And Likely No Worse The momentum from two years of remarkable economic resilience and strong market returns came to an abrupt halt in April 2025. The catalyst for market turmoil this time around was an unexpected turn in the administration’s global trade policy. April 2, 2025 was touted as Liberation Day […]
Partners In Portfolio Strategy
Three key questions to strengthen your investment strategy. At its core, investing is straightforward: Buy low, sell high. But additional factors such as taxes, along with your risk tolerance and asset mix, can significantly impact your returns. Three key questions can help ensure your investment strategy is positioned to maximize your long-term after-tax returns and […]