Articles

Sharing Our Financial Wisdom through Articles

IPO to Espionage: The Rise and Fall of a Tech Startup

IPO to Espionage: The Rise and Fall of a Tech Startup

Just before I started high school, our basketball coach decided to hold an unsanctioned scrimmage against another school. Both coaches told their players to keep it a secret, but as it happens, one of our players told someone at another school, and sanctions came...

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From Slump to Surge: What Drove Stocks to Rally in May

From Slump to Surge: What Drove Stocks to Rally in May

The month of May has a reputation, and it's not a good one. As an investment month, it’s the equivalent of the drunk uncle everyone is embarrassed to see show up at the family BBQ. Despite May's reputation for negative performance, the past May saw US stocks...

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Investing Has Changed. Has Your Portfolio?

Investing Has Changed. Has Your Portfolio?

For decades, the 60/40 investment portfolio—60% stocks and 40% bonds—was considered a reliable long-term growth and stability formula. Financial advisors, pension funds, and individual investors leaned on it as a time-tested standard. But in today's economic...

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Stocks Swing Back Hard — But Is It Sustainable?

Stocks Swing Back Hard — But Is It Sustainable?

My son had a baseball tournament this past weekend. On Saturday, he went 0-for-4 at the plate—tough day. As they often do, frustration, doubt, and a little discouragement crept in. But baseball has a funny way of reminding us how quickly things can turn around. On...

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Ceiling and Floor: The New Global Tariff Framework

Ceiling and Floor: The New Global Tariff Framework

Our youngest will graduate from High School this coming Saturday. Yesterday, he gave his last major presentation and aced it. When he got home, he flopped on the couch with a huge sigh of relief that the worst was over. I think investors did the same thing after the...

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Homebuilders Under Pressure: Adapting to a Tough Market

Homebuilders Under Pressure: Adapting to a Tough Market

Now that the largest publicly traded homebuilders have reported quarterly earnings, I thought it might be a good time to check in on this part of the market and what it might mean to local homebuilders as well. Fervent Wealth Management is a financial management and services entity in Springfield, Missouri.

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The Market Wants to Rise: Lessons From Past Recoveries

The Market Wants to Rise: Lessons From Past Recoveries

The companies we are investing in have talented people who provide the world with quality products and services that consumers will continue to pay for. Fervent Wealth Management is a financial management and services entity in Springfield, Missouri.

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Navigating the Pinball Market

Navigating the Pinball Market

Initially, bonds gained after President Trump announced new tariffs on April 2, but they’ve since reversed course. Fervent Wealth Management is a financial management and services entity in Springfield, Missouri.

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The Economic Shift and the Potential for Global Bond Opportunities

The Economic Shift and the Potential for Global Bond Opportunities

In early March 2025, Friedrich Merz, Germany’s incoming Chancellor, announced a historic shift in fiscal policy, vowing to do “whatever it takes” to strengthen defense and revitalize its economy. Fervent Wealth Management is a financial management and services entity in Springfield, Missouri.

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Sticking to the Fundamentals: A Steady Approach to Market Volatility

Sticking to the Fundamentals: A Steady Approach to Market Volatility

When stock prices fall, the headlines are scary, and emotions run high, many are tempted to panic—sell everything, or abandon their plan. As a wealth advisor, I’m like that coach on the mound. Fervent Wealth Management is a financial management and services entity in Springfield, Missouri.

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Tariffs’ Impact on Market Volatility

Tariffs’ Impact on Market Volatility

Wall Street’s fear gauge, the CBOE Volatility Index (VIX), an options-based indicator, suddenly spiked to 24, up from this year’s low of 14 on Valentine’s Day. Fervent Wealth Management is a financial management and services entity in Springfield, Missouri.

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Emerging Opportunities in International Stocks

Emerging Opportunities in International Stocks

International stocks have been the proverbial “red-headed stepchild” of investing. The US stock market accounts for two-thirds of global market value. Fervent Wealth Management is a financial management and services entity in Springfield, Missouri.

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Rising Egg Prices: Inflation Impact

Rising Egg Prices: Inflation Impact

The latest inflation numbers showed inflation went up 3% in January from December. Fervent Wealth Management is a financial management and services entity in Springfield, Missouri.

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