We are in the wild west of AI growth and implementation. A lot of it is exciting, and some of it is concerning. A major concern the CWS team has is related to the rise of AI-generated scams. They are becoming alarmingly sophisticated, targeting investors with fake...
We started 2025 on a high note, although we acknowledged that “no market environment is ever permanent, and that change is always potentially around the corner.” Well change did come, and with it, volatility, perhaps in part because we assumed President Trump’s...
Outlook 2025: Pragmatic Optimism By LPL Financial Research Looking back, 2024 clearly echoed many of the themes from 2023. By and large, the economy continued to defy expectations and surprised once again. Stocks continued their strong performance, driven by powerful...
As tensions rise globally, particularly with renewed fears of a potential conflict involving Iran, investors may feel a sense of déjà vu. History, however, offers a reassuring perspective. At the start of the Ukraine War, we sent out this chart to offer some...
In March 2020, Kevin and I, like many of you, witnessed the market’s relentless decline. Over just five weeks, the S&P 500 dropped by more than 32%. I won’t deny that Kevin and I were concerned during this turbulent time. However, we chose not to sell the...
