Articles
Sharing Our Financial Wisdom through Articles
Trade Wars, Oil Shocks, and Sticky Inflation: Time to Stay Grounded
I was talking with my wife over coffee this morning about how investing right now feels a bit like driving through fog. You can see the road ahead—kind of—but it's not clear enough to hit the gas. That’s where we are in the markets today: still moving forward, but...
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...
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...
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...
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...
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...
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.
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.
Trying to Read the Market? It Feels Like Hiking Without a Map
U.S. Treasury yields—the so-called “risk-free” rate—are climbing fast. That might sound good for savers, but it’s a red flag for markets. Fervent Wealth Management is a financial management and services entity in Springfield, Missouri.
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.
US Stock Markets Suffer Losses, Tech Stocks Hit Hardest
Though US stock markets entered the year with near all-time highs, they suffered losses in the first quarter ending March 31st. Fervent Wealth Management is a financial management and services entity in Springfield, Missouri.
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.
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.
Driving the Economy: Finding the Right Balance for Growth
Consumer confidence surveys suggest some pullback in spending, and the job market seems to be tightening. Fervent Wealth Management is a financial management and services entity in Springfield, Missouri.
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.
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.
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.