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On The Mark

Don’t Fear the High

  • Market highs tend to cluster and lead to more highs as momentum carries the market. Balance the fear of missing out and fear of loss around a market high through disciplined investing.

Unpacking One Big Beautiful Bill Act

  • The key provisions of the One Big, Beautiful Bill Act focus on tax cuts, defense and immigration spending, and cuts in Medicaid and food assistance.

2025 Mid-Year Outlook

  • Markets held up better than expected in the first half of 2025, despite a brief but stunning drawdown in April. The first half of the year was a great example of why investors should avoid reacting to the headlines and stay focused on the long term.

Does the Big Bill Pack a Big Punch?

  • The conflicting combination of tax cuts, tariffs and spending cuts are expected to provide a limited boost to economic growth, even in the face of rising debt levels.

Shifting Trade Winds

  • Tariffs are significantly reduced during the pause, lowering the drag on economic growth and reducing the risk of recession. This episode of trade drama is a great example of why investors avoid reacting to the headlines and stay focused on the long term.

History of Market Corrections

  • Market corrections are common and considered to be a healthy part of investing. Corrections are also essential for a wellfunctioning market as they prevent asset bubbles and excessive speculation.
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