The Tariff Tantrum Filed Under: Events | Portfolio Management | Tax Planning Published by Jack James on Apr 02, 2025 As the first quarter of 2025 comes to a close, markets have extended the decline that began in late February, driven by what can only be described as a self-inflicted rollercoaster stemming from the United States’ on-again, off-again tariff announcements... Read more
Chaos Policy Filed Under: Investment Services | Portfolio Management | Special Reports and Newsletters Published by Jack James on Mar 05, 2025 Looking back at 2024, I often felt I had “bull market writer’s block.” With markets rising steadily, there was only so much to say without sounding repetitive. Now, just two months into 2025, I’m already writing my third market update —longing for that... Read more
Beyond the Headlines: Long-Term Investing in an Uncertain Market Filed Under: Investment Services | Portfolio Management | Special Reports and Newsletters | Wealth Management Published by Jack James on Feb 21, 2025 As we move into 2025, market uncertainty is once again top of mind for investors. The return of a Trump presidency has reignited familiar concerns—questions about policy direction, economic stability, and how shifting political winds might impact portfolios... Read more
Why Staying Invested Pays Off Filed Under: Financial Planning | Investment Services | Portfolio Management | Tax Planning | Wealth Management Published by Jack James on Oct 23, 2024 If there’s one lesson I’ve learned from writing these market updates after the rollercoaster ride of recent years, it’s that when markets remain positive for an extended period, finding something truly insightful to say can be unexpectedly challenging... Read more
Markets Wobble Amid Yen Carry Trade Unwind Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Jack James on Aug 06, 2024 Heading into the end of July, global equity markets had enjoyed a relatively calm year, maintaining the positive trend established through 2023. With second-quarter earnings just getting underway, North American markets have remained strong despite growing... Read more
The More Things Change... Filed Under: Financial Planning | Investment Services | Portfolio Management | Wealth Management Published by Jack James on Jun 11, 2024 Astute observers may have noticed the recent change in our team's logo (top of this newsletter or within in our email signatures). We are excited to officially announce that our team name has evolved from Chernick & Associates Wealth Management Group... Read more
Steady as She Goes Filed Under: Investment Services | Portfolio Management | Tax Planning Published by Thomas Dalinghaus on Apr 18, 2024 As I sat down at the start of this month to write our team's latest market update, I noticed that the situation "on the ground" closely mirrored what we discussed in our previous newsletter. Market conditions remained strong, corporate earnings and forecasts... Read more
How things change... Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Jack James on Dec 21, 2023 How things change - reflecting on our conversation from the end of October, we had observed: “Over the past month, equity markets have faced renewed turbulence, far from the optimistic projections many held.” “From a technical analysis standpoint, bonds... Read more
UPtober Myths & Market Realities Filed Under: Investment Services | Portfolio Management | Tax Planning Published by Jack James on Oct 31, 2023 The often coined “UPtober” (in investment circles) seems to be more myth than reality this year. Following September's market challenges, there was widely held investor optimism that October, with its historically strong seasonal trends (see chart below... Read more
Wake Me Up When September Ends Filed Under: Estate planning | Financial Planning | Portfolio Management | Tax Planning | Wealth Management Published by Jack James on Sep 27, 2023 With summer behind us and the arrival of cooler, rainy days, we trust you had a fantastic time creating cherished memories during the warmer months. Since our last update in mid-July, the financial markets have been anything but static. Indeed, the world... Read more