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Examining Recent Market Volatility

Submitted by Oram & Kaylor on April 8th, 2025

This past week has been an eventful one on Wall Street, with markets reacting sharply to news surrounding new tariffs and global trade tensions. It’s completely natural to feel a bit rattled when headlines are negative and the numbers on your screen are flashing red, but I want to share some context and perspective that may help you navigate this moment with confidence.

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More name changes. Securities America to Osaic Wealth

Submitted by Oram & Kaylor on May 21st, 2024

We just wanted to take a moment to explain another change headed your way. 

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Important 2023 Tax Info

Submitted by Oram & Kaylor on March 19th, 2024

I trust this finds you well.  

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Transition from TD Ameritrade to Schwab

Submitted by Oram & Kaylor on August 18th, 2023

Many of our clients have been receiving 'transition' information from both TD Ameritrade Instl and Charles Schwab.  We realize that this may have caused some confusion in terms of how your account(s) will be handled going forward.  For those clients with accounts at Orion Portfolio Solutions / TD Ameritrade Instl (custodian) this transition to Schwab is an acquisitio

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Market Commentary for the week of June 5, 2023

Submitted by Oram & Kaylor on June 6th, 2023

Persistent headwinds continue to cloud the global markets and have created a very narrow trading range.  However; the markets have been resilient so far in 2023.  The S&P500 is up double digits YTD.

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Market Commentary for the week of 3/13/23

Submitted by Oram & Kaylor on March 14th, 2023

ECONOMIC REVIEW1

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Market Commentary for the week of February 13, 2023

Submitted by Oram & Kaylor on February 14th, 2023

Historically speaking January usually sets the annual tone for the markets and so far that 'tone' has been a positive one.  Markets will continue to digest many factors such as inflation, interest rates and global conflict so we are expecting continued volatility at least in the near term.  The current market conditions make it hard for those of

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Weekly Market Commentary for the Week of August 29, 2022

Submitted by Oram & Kaylor on August 30th, 2022

ECONOMIC REVIEW1

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Market Commentary for the Week of August 22, 2022

Submitted by Oram & Kaylor on August 23rd, 2022

ECONOMIC REVIEW[1]

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Market Commentary for the week of June 13, 2022

Submitted by Oram & Kaylor on June 14th, 2022

Much has been written about market downturns and how to handle them. A constant theme in these commentaries is that the markets must capitulate before we see a rebound, but we think that philosophy is relatively one-sided. We believe investors also need to experience emotional capitulation.

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Latest Blog Posts

Calm before the storm.....?

Submitted by Oram & Kaylor on May 15th, 2017

Trying to accurately predict the movement of the financial markets is akin to predicting the weather. No one really knows, and we have to wait to see what actually happens.

 

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DOW 20,000, now what?

Submitted by Oram & Kaylor on January 30th, 2017

Traders wore grins and commemorative hats Wednesday as the Dow Jones industrial average broke the 20,000 mark for the first time. The milestone reflects a growing economy. The private sector added 15.6 million jobs over the last 81 months; the Fed has begun increasing interest rates; and average wages grew 2.9 percent in December.

 

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Still Time for Certain Tax Moves

Submitted by Oram & Kaylor on January 16th, 2017

 

Even as you look at a fresh 2017 calendar, you may still be able to make one or two strategic tax moves for 2016. But they must be made by the national filing deadline, which falls on Tuesday, April 17, this year.

 

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