The Fed (and the World) Awaiting U.S. Economic Reports
In the next two to three weeks, several economic indicators summarizing the prior month (April 2025) will be released to the public. What makes next month’s reports so compelling and critical is that the data will show the effects of President Trump's tariffs and signal the economy's direction, specifically whether we are heading for a recession.
Reducing Stock Exposure - What is the Worst That Can Happen?
Disciplined investing is not an unwavering commitment to a buy-and-hold strategy. I believe the discipline to focus on achieving goals may require temporarily abandoning a plan that serves as a guideline but is not etched in stone.
What Type of Investor Are You?
There are as many different types of investors as there are distinct personalities, so any attempt to categorize them can underemphasize the variations among investors, who each have unique goals and attitudes toward risk. Nevertheless, in my experience, I have witnessed four distinct categories of investors – conservative, cautious, aggressive, and disciplined:
Tariffs And Your Investments
The confusion surrounding the impact of tariffs has created unprecedented economic uncertainty that has confounded both the capital markets and the global economy. The' overall effect of tariffs is trade restrictions placed upon the otherwise “free market.”
Some Tax Breaks For Individuals May Go Away
Some common tax breaks for individuals may be on the chopping block and some may be extended past 2025 when the Tax Reform Act of 2018 expires.
CDs and Money Market Funds - They Should Be In Your Portfolio.
Shorter-term CDs and Money Market funds yield rates close to longer term bonds without the risk associated with longer maturities, including interest rate, credit (non-government bonds), and inflation risks.
Tax Law Changes Are Coming - The Ride Could Be Bumpy!
Imagine Congress being satisfied with the current tax law and doing nothing to change it for 2024 or 2025. Read more to find out why this strategy is not likely.
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anthony@carrwealth.com
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