What Could Possibly Go Wrong? (Four Candidates for Market Mayhem)
By John Lau, CPA, CFP® August 1, 2025 – Since the market bottomed on April 8, stocks have been on a near uninterrupted climb, with the S&P 500 hitting new all-time highs. What’s driving this rally? A potent cocktail of improved trade clarity, stable economic data, a drama-free Washington (relatively speaking), a solid start to […]
July 2025 Monthly Letter
In July, the Trump administration’s announcement of several trade agreements, along with the passage of the One Big Beautiful Bill Act (OBBBA), added some clarity to the future policy backdrop and bolstered market risk sentiment. While the removal of uncertainty typically supports market values, it may have been investors’ willingness to overlook the potential long-term […]