Articles
Sharing Our Financial Wisdom through Articles
Tariffs, Debt, and Markets: Why Old Tools Still Matter for the US Economy
Tariffs have become a pawn in America’s current divided political environment, but have been a financial instrument for the American economy since the First Congress enacted the Tariff of 1789 under President George Washington. At the beginning of our Republic,...
Tech Pullback or Seasonal Pause? What the Market Is Signaling
The S&P 500 has been trading down on the heels of the Nasdaq index, which continues to slide, putting more downside pressure on investors to pause on tech stocks. Fervent Wealth Management is a financial management and services entity in Springfield, Missouri.
Rethinking the S&P 500: The Hidden Risks Behind America’s Favorite Benchmark
For decades, the S&P 500 has been the yardstick by which portfolios, mutual funds, and even entire investment strategies are judged. Fervent Wealth Management is a financial management and services entity in Springfield, Missouri.
The Trap of Calm Markets: What Every Investor Should Know
Market volatility, which is just a fancy way of saying market swing, is currently sitting at unusually low levels. Investors use volatility reports to measure market risk and watch for market uncertainty or instability. Fervent Wealth Management is a financial management and services entity in Springfield, Missouri.
From Tariffs to Tech: What’s Fueling This Earnings Season
So far, the earnings calls have had two themes: 1) tariffs/trade policy; 2) artificial intelligence (AI) spending. Fervent Wealth Management is a financial management and services entity in Springfield, Missouri.
Winning the Tariff War: Can the World Economy Handle the Consequences?
President Trump announced last Tuesday night that a 15% tariff trade agreement with Japan, up from the previous rate of 2%, including the important Japanese automotive industry. Fervent Wealth Management is a financial management and services entity in Springfield, Missouri.
Stocks at Record Highs: What Should Investors Do Now?
But with the market at historic highs, many investors are asking the same question: What now? Fervent Wealth Management is a financial management and services entity in Springfield, Missouri.
Heat Wave and Hot Stocks: How Investors Can Stay Ahead
The strength of the market proves yet again that the fundamentals of the US economy and corporate America can withstand a lot. In a volatile first half, the S&P 500 experienced an impressive recovery from the April lows, ending June at a new record high. Fervent Wealth Management is a financial management and services entity in Springfield, Missouri.
Resilience and Opportunity: A Midyear Market Update
There has been no shortage of market challenges in the first half of this year. There were tariff negotiations, a market correction, various Middle Eastern conflicts, a three-year low in the dollar, and a fight between President Trump and the Federal Reserve, all of which have the potential to negatively affect the markets.
Summer Market Watch: Energy Headwinds and a Data-Dependent Fed
Oil prices, geopolitical tensions, Federal Reserve policy — each headline seems to point in a different direction. Fervent Wealth Management is a financial management and services entity in Springfield, Missouri.
Trade Wars, Oil Shocks, and Sticky Inflation: Time to Stay Grounded
As investors look toward the second half of the year, markets are being pulled in opposing directions. Fervent Wealth Management is a financial management and services entity in Springfield, Missouri.
IPO to Espionage: The Rise and Fall of a Tech Startup
In February 2022, just a few days after telling the US government that it would stop sharing sensitive technology with its Chinese partners linked to the Chinese military, TuSimple transferred a large batch of data to a Chinese firm, which then passed it on to the Chinese army. Fervent Wealth Management is a financial management and services entity in Springfield, Missouri.
From Slump to Surge: What Drove Stocks to Rally in May
US stocks are split up into 11 sectors, three of which were up big in May. May’s big winners were technology (+10%), consumer discretionary (+9%), and communication services (+9%) in total returns. Fervent Wealth Management is a financial management and services entity in Springfield, Missouri.
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. Fervent Wealth Management is a financial management and services entity in Springfield, Missouri.
Stocks Swing Back Hard — But Is It Sustainable?
The stock market, it seems, has had a similar streak — from cold to hot in record time. After a sharp and unsettling drop in early April, markets have staged a remarkable comeback — the kind that turns heads and lifts spirits.
Ceiling and Floor: The New Global Tariff Framework
Investors and retailers worldwide received some encouraging news following the recent meeting between the US and China. The two countries, which happen to be the world’s two largest economies, agreed to lower tariff duties for 90 days.
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.
Weathering the Storm: Navigating April’s Market Volatility
Investors will soon turn their calendars and put the April market behind them. This was a wild month in the market. Fervent Wealth Management is a financial management and services entity in Springfield, Missouri.