Money Matters
Helping you to think differently about your wealth so you can live WELLthy™ today and tomorrow.
Tom Dale, CFP®Q2 2025 markets surged despite tariff tensions and policy uncertainty. After early volatility, stocks rebounded strongly, with the S&P 500 up over 10%. Investors now focus on Fed rate decisions, inflation trends, and evolving global trade dynamics.
Tom Dale, CFP®Understand how the Federal Reserve shapes your finances. From interest rates to job growth and inflation, the Fed’s decisions influence mortgages, savings, and investments—making it key to understanding the broader economy and your financial life.
Tom Dale, CFP®Q3 2025 markets reflect resilience amid uncertainty. Stocks hold steady on earnings strength, while bonds react to Fed policy shifts. With inflation still above target and global risks rising, investors remain focused on the Fed’s path and economic outlook.
Tom Dale, CFP®As a new year begins, markets reflect on 2021’s resilience despite COVID disruptions. With strong returns behind us, 2022 outlook centers on pandemic impacts, supply chain challenges, and how the Fed will respond to rising inflation.