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Stock Market Insights: Staying the course paid off; now the focus turns to 2026
Joe Shearrer, CPFA® is Vice President and Wealth Advisor at Fervent Wealth Management. This year my family and I spent Thanksgiving a little differently; we traded turkey and cold weather in the Midwest for sunshine and sand in Cancun. It was our first time traveling out of the country for the holiday, and stepping into a new setting offered some welcomed perspective. Much like markets this year, the experience reminded me that change can be healthy, and sometimes staying p
Joe Shearer, CPFA
3 min read
Stock Market Insights: When the trail narrows, why valuations matter for investors
Joe Shearrer, CPFA® is Vice President and Wealth Advisor at Fervent Wealth Management. Several summers ago, I hiked to the summit of Mount Bierstadt in Colorado—one of the state’s more popular fourteeners. The climb up was challenging yet straightforward: a wide trail, a steady pace and clear footing. But the real adventure came next. From Bierstadt’s peak, I crossed the narrow “Sawtooth” ridge that connects to Mount Evans. The Sawtooth isn’t for the faint of heart. On on
Joe Shearer, CPFA
3 min read
Stock Market Insights: Gold at record highs - why investors are looking beyond the dollar
Joe Shearrer, CPFA® is Vice President and Wealth Advisor at Fervent Wealth Management. When the world feels uncertain — inflation high, government debt ballooning, central banks under pressure — investors tend to look beyond the dollar for a safety net. Gold, the age-old hedge, often leads that retreat. But to understand why, you must see them not as speculative gambles, but as symptoms of a deeper impulse: the urge to preserve value when faith in paper money wavers. Gold
Joe Shearer, CPFA
3 min read
Stock Market Insights: Markets react as Fed shifts policy, investors look ahead
Inflation remains above the central bank’s 2% target, but signs of a cooling labor market — slower job creation, rising jobless claims — appear to have convinced policymakers that keeping rates elevated may do more harm than good.
Joe Shearer, CPFA
3 min read
Stock Market Insights: September’s market test - what history, rates, GDP and profits tell us
For nearly a century, September has been the S&P 500’s weakest month. Since 1928, the index has averaged a decline of just over one percent and has finished lower more than half the time...
Joe Shearer, CPFA
4 min read
Stock Market Insights: Stocks at record highs; what should investors do now?
Joe Shearrer, CPFA® is Vice President and Wealth Advisor at Fervent Wealth Management. Since bottoming out in April, the U.S. stock...
Joe Shearer, CPFA
3 min read
Stock Market Insights: Summer market watch - energy headwinds and a data-dependent Fed
Joe Shearrer, CPFA® is Vice President and Wealth Advisor at Fervent Wealth Management. When I was a kid, I used to watch “The Beverly...
Joe Shearer, CPFA
3 min read
Stock Market Insights: Trade wars, oil shocks and sticky inflation - time to stay grounded
Joe Shearrer, CPFA® is Vice President and Wealth Advisor at Fervent Wealth Management. I was talking with my wife over coffee this...
Joe Shearer, CPFA
3 min read
Stock Market Insights: Investing has changed. Has your portfolio?
But in today's economic environment, many question whether the traditional 60/40 mix still holds up. Here's why this once-iconic strategy may no longer be good enough.
Joe Shearer, CPFA
3 min read
Stock Market Insights: Stocks swing back hard, but is it sustainable?
The stock market, it seems, has had a similar streak — from cold to hot in record time. After a sharp and unsettling drop in early April...
Joe Shearer, CPFA
3 min read
Stock Market Insights: Trying to read the market? It feels like hiking without a map
It struck me how much this moment mirrors the decision facing investors right now. Wall Street is at a crossroads—and it's not a gentle fork in a well-worn trail.
Joe Shearer, CPFA
3 min read
Stock Market Insights: Navigating the pinball market
Like in pinball, success in this environment doesn't come from trying to control every bounce. It comes from knowing how to play the game...
Joe Shearer, CPFA
3 min read
Stock Market Insights: Sticking to the fundamentals - a steady approach to market volatility
Investors are no different during turbulent markets. When stock prices fall, the headlines are scary, and emotions run high...
Joe Shearer, CPFA
3 min read
Stock Market Insights: Driving the economy, finding the right balance for growth
Much like a golf cart navigating the course, the economy is constantly adjusting to changing conditions.
Dr. Richard Baker
3 min read
Stock Market Insights: Navigating change - inflation, tariffs and trends
As of February 12, 2025, the U.S. economy and stock market are navigating a complex landscape shaped by recent policy decisions, inflation..
Submitted to Branson Globe
3 min read
Stock Market Insights: Balancing acts – What deserves our focus?
The Fed matters, but has it been getting too much attention? Since the Fed's announcement, the 10-year yield has risen, not fallen.
Submitted to Branson Globe
3 min read
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