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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
Navigating 2025: Market Resilience, Trade Tensions, and Financial Opportunities
Filed Under: Investment Services | Special Reports and Newsletters | Wealth Management

Published by Jack James on Feb 06, 2025

It’s hard to believe we’re already a month into 2025. As with years past, I had intended to send out an early communication sharing our thoughts on the markets and key themes for the year ahead. However, a busy start to the year, coupled with the rapid... Read more
Milestones, Markets, and the Road Ahead
Filed Under: Financial Planning | Investment Services | Special Reports and Newsletters | Wealth Management

Published by Jack James on Dec 31, 2024

And just like that, the end of another year is upon us. As we reflect on 2024, we find ourselves asking what will stand out in the collective memory. Will it be the enduring strength of the current bull market? The remarkable milestones in technology... 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
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
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
Market Waves: Summer Swells
Filed Under: Investment Services | Portfolio Management | Wealth Management

Published by Jack James on Jul 19, 2023

Amidst the sun-soaked days of mid-July, we are enjoying the pleasures of summer, like longer days, memory-filled getaways, patio cookouts, and the comforting whisper of warm summer nights. Just like the seasons change, the financial market's initial energy... Read more
Sell in May?
Filed Under: Estate planning | Financial Planning | Investment Services | Wealth Management

Published by Jack James on Apr 28, 2023

Markets have demonstrated remarkable resilience in recent months, delivering solid first-quarter performance that has carried through to the end of April. This has transpired despite the collapse of Silicon Valley Bank and Credit Suisse in March. The... Read more
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