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Stock Market Insights: The trap of calm markets - what every investor should know
Dr. Richard Baker, AIF®, is the CEO and executive wealth advisor at Fervent Wealth Management. My daughter and her husband were on a...

Dr. Richard Baker
3 min read


Stock Market Insights: From tariffs to tech, what’s fueling this earnings season
While the numbers are encouraging, investors are primarily focused on forward-looking guidance from company leadership to measure their ability to navigate the next few months.

Dr. Richard Baker
3 min read


Stock Market Insights: Winning the tariff war - Can the world economy handle the consequences?
The Japan deal came on the heels of two other deals with Indonesia and the Philippines. The Indonesia deal alone increases the Indonesia tariff payments from last year's $1 billion to just over $7 billion.

Dr. Richard Baker
3 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: Heat wave and hot stocks, how investors can stay ahead
The strength of the market proves yet again that the fundamentals of the U.S. economy and corporate America can withstand a lot.

Dr. Richard Baker
3 min read


Stock Market Insights: Resilience and opportunity - a midyear market update
There has been no shortage of market challenges in the first half of this year.

Dr. Richard Baker
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: IPO to Espionage - the rise and fall of a tech startup
In February 2022, just a few days after telling the U.S. government that it would stop sharing sensitive technology with its Chinese partners linked to the Chinese military...

Dr. Richard Baker
3 min read


Stock Market Insights: From slump to surge, what drove stocks to rally in May
Despite May's reputation for negative performance, the past May saw U.S. stocks experience strong gains.

Dr. Richard Baker
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: Ceiling and floor, the new global tariff framework
Investors and retailers worldwide received some encouraging news following the recent meeting between the U.S. and China.

Dr. Richard Baker
3 min read


Stock Market Insights: Homebuilders under pressure, adapting to a tough market
The industry's “Big 4” S&P 500 Homebuilding Index (D.R. Horton, Lennar Corp, PulteGroup Inc., and NVR Inc.) has seen its stocks drop 34% from its October 2024 peak...

Dr. Richard Baker
3 min read


Stock Market Insights: Weathering the storm - navigating April’s market volatility
That wasn’t a normal April market. Historically, April is one of the top three performing months on the calendar, but this month’s returns ran into a wall of tariff concerns.

Dr. Richard Baker
2 min read


Stock Market Insights: The Market wants to rise - lessons from past recoveries
There seems to be a lot of investor nervousness. Though I have only received one call from my own clients, I have received numerous calls from nervous investors who invest elsewhere.

Dr. Richard Baker
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: U.S. stock markets suffer losses, tech stocks hit hardest
Though U.S. stock markets entered the year with near all-time highs, they suffered losses in the first quarter ending March 31st.

Dr. Richard Baker
3 min read


Stock Market Insights: The economic shift and potential for global bond opportunities
The event that has put international bonds back into focus is Germany’s recent decision to change its government's economic policy...

Dr. Richard Baker
3 min read
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