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Wednesday, May 7, 2025

Stocks pushed higher last week as investors cheered the White House’s constructive comments on trade, upbeat Q1 corporate reports, and an encouraging jobs report. The Standard & Poor’s 500 Index gained 2.92 percent, while the Nasdaq...

Monday, April 28, 2025

Stocks pushed higher last week, spurred by the White House's reassuring comments that progress was being made with trade talks. The Standard & Poor’s 500 Index gained 4.59 percent, while the Nasdaq Composite Index picked up 6.73...

Wednesday, April 23, 2025

U.S. debt nears $37T with rising interest costs and no budget surplus since 2001. Fiscal reform is needed to sustain economic strength and investor confidence.

Friday, April 4, 2025

U.S. trade policy shifts with new tariffs up to 50%, sparking market volatility. Short-term inflation possible, but economic fundamentals remain strong. Diversification is key amid global trade uncertainty.

Thursday, March 20, 2025

Tariffs are taxes on imports used to protect industries, generate revenue, & influence trade. While they can boost local businesses, they may raise prices & fuel inflation. Strategic use is key to balancing economic growth & global trade.

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Wednesday, March 12, 2025

Stock and Economic viewpoints from Osaic's Chief Market Strategist discussing the recent market volatility. Topics discussed, tariffs, the outlook moving forward, and diversification.

Wednesday, March 5, 2025

The stock market is experiencing heightened volatility with the implementation of aggressive tariffs and the threat of further trade restrictions by the Trump administration, causing the S&P 500 to erase its post-election gains.

Monday, February 24, 2025

The white paper explains that the energy sector is undergoing a major transformation driven by rapid technological advances, evolving geopolitics, and aggressive climate goals, all while addressing surging power demand.

Thursday, August 22, 2024

Without an estate plan, the distribution of your assets would be left to the state's default procedures, which might not align with your desires. The absence of a plan can lead to family disagreements and prolonged legal battles.

Wednesday, July 31, 2024

Diversification matters when creating portfolios inside of a financial plan. An asset class that might be "hot" today, may not be so hot in three months from now.

Thursday, July 25, 2024

Dating back to JFK being in office starting in 1961, the S&P 500 posted a negative return during only two presidencies: Richard Nixon and George W. Bush. Summary/Observation: The S&P 500 has consistently grown in value over the long term,

Thursday, July 11, 2024

Effective and efficient college planning strategies come up frequently in client conversations. Here are a few basic strategies to consider...

Thursday, April 18, 2024

In this White Paper Osaic Chief Market Strategist Phil Blancato discusses the possible market implications of the latest incident in the Middle East.

Tuesday, March 19, 2024

As we continue through 2024, I wanted to share some data that many may find positive. Fidelity Investments just announced that 440,000 retirement savers reached an incredible milestone in 2023: $1 million in their 401(k).1 That's...

Wednesday, March 6, 2024

On financial websites, you may read, "First-quarter corporate reports were better than expected.” And that’s true. So far, 73% of Standard & Poor’s 500 companies have reported actual Q4 earnings per share above...

Friday, March 1, 2024

Will the economists be right on how many times the Fed cuts rates in 2024? Only time will tell...

Wednesday, February 21, 2024

Today we continute the historical journey of the S&P crossing 5,000.  It's interesting to note the length of time to pass each 1,000 point gain has become shorter. Early Innings: The S&P 500’s Rise to 1,000 It took the S&P...

Thursday, February 15, 2024

The hot topic right now in our minds...and our clients. We're at all-time highs, what do we do?? Wait until things "cool down" or stay the course and keep investing. It's an interesting question followed by interesting data.

Thursday, February 8, 2024

Asset Class Performance which I like to call "The Quilt" - month ending January 2024. It shows us as well as our clients the importance of being diversified across different asset classes. 

Wednesday, February 7, 2024

We strive to keep you regularly updated with important market changes and news. Please find this week’s Market View Weekly from Phil Blancato, Osaic’s Chief Market Strategist attached below. This commentary provides...

Wednesday, January 31, 2024

We strive to keep you regularly updated with important market changes and news. Please listen to the most recent market update from Phil Blancato, Osaic’s Chief Market Strategist. This call discusses recent updates for the...

Wednesday, January 31, 2024

As part of the value we provide throughout the year, we share with you the experienced opinions from Phil Blancato, Chief Market Strategist, and the Osaic Research Team. Attached you'll find the team's 2024 Investment Themes, which...