2026 Economic & Market Themes
With the turn of the new year, we naturally shift our focus to the next 12 months to forecast what 2026 will bring us. H...
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Insights
We help you navigate today’s markets and provide the insights you need to make great decisions
2025 Recap
In January we posted our 2025 Markets Outlook with 7 major themes to watch (read here: https://cedarwoodwealth.com/2025-...
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Running Into Year End
3 Year RecapAs stocks trade near all-time highs, we now enter the 4th year of the bull market, which dates to October of...
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Lower, Lower & Higher - Our Outlook Continues
Last week the Federal Reserve lowered short-term interest rates by 0.25%. This was expected and priced in by the markets...
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Key Economic Themes for the Second Half of 2025
Secretary of Treasury, Scott Bessent, has become one of the most influential voices of the new administration since taki...
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The Risk of Misunderstanding Risk
Risk In the famous board game Risk, players navigate a board that looks like a map of the world. Through a series of bat...
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The Winding Road of Tariffs
The stock market reacted negatively, while interest rates fell, on Thursday (4/3) and into Friday, to the tariff announc...
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"There's going to be a detox period"
As the market continues to digest the ever-changing policies and headlines related to the economy, volatility (as measur...
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2025 Markets Outlook
With the turn of the new year, we naturally shift our focus to the next 12 months to see what 2025 will bring us. Here a...
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The Discipline of Staying Invested
Many adjectives can be used to describe the past five years of world history. Whether one is looking at natural disaster...
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Mid-Summer Investment Themes Update
At the beginning of the year we laid out 8 themes to watch for this year. Let’s look back and see how these themes have...
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Having the Right Team
What can an ‘All-Star’ do for your team? Everything! March and April are great months in the sports world with March Mad...
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New Year, New Themes
With the turn of the new year, we naturally shift our focus to the next 12 months to see what 2024 will bring us. Here a...
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5 Items on Your Year-End Checklist
As we come to the end of the year, a question I generally receive: “What do I need to do before year-end financially?” T...
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How the Strategy of the Ryder Cup has Parallels to Investing
The Ryder Cup was held this past weekend, a team golf tournament between the United States and Europe with a rich histor...
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What Would You do With an Extra $14.85 of Passive Income per Day?
Everyone loves to talk about passive income. As a wealth advisor, most of my daily conversations revolve around money, i...
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The Money Machine
If managing your finances was a machine, then it might look a lot like the inside of an old-fashioned clock. Lots of gea...
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How To Talk to your TEENAGERS about Money!
As this topic continues to be our most read and popular topic, we’ll continue our series of “How to talk to your kids/te...
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If You're Still Sitting on Cash at the Bank
Are you still sitting on a pile of cash at the bank? Have you wondered why you still aren’t earning any interest in your...
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How to talk with your kids about money – 2.0
My first article on How to talk to your kids about money was very well received and I want to expand deeper on some of t...
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When the 'long-run' feels long
How many times have you heard the phrase, “Invest for the long-run”? This is a great fallback answer that any traditiona...
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2023 Economic and Markets Outlook
As we turn the page to 2023 and away from one of the more difficult years in both equity and credit markets in decades,...
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How to Talk to Your Kids about Money
I spent a decade working at J.P. Morgan’s Private Bank primarily as an investment specialist and relationship advisor. E...
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Optimize Your DIY Investment Strategy
Every night as I lay in bed, I stare up at my ceiling and see my DIY paint job in our bedroom. It’s a good job, but not...
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