Joe Shearer, CPFA

Joe Shearrer, CPFA® is Vice President and Wealth Advisor at Fervent Wealth Management.   This winter has been anything but predictable. In our area, temperatures have swung from the 70s one day to brisk 30s the next, reminding us how quickly conditions can change. Financial markets have shown similar swings recently, keeping investors alert even as overall trends remain intact.   After beginning the year at near record levels, U.S. stock markets have begun to move with greater caution. Major...

Joe Shearrer, CPFA® is Vice President and Wealth Advisor at Fervent Wealth Management.   I’ve been in this business long enough to see investors go through several versions of the Federal Reserve, from crisis fighter to inflation watchdog. What’s different today isn’t just policy; it’s how much uncertainty surrounds it. For years, investors could count on the Federal Reserve to play a familiar role: steady, predictable and largely insulated from politics. When markets stumbled, the Fed...

Joe Shearrer, CPFA® is Vice President and Wealth Advisor at Fervent Wealth Management.   Every December, as holiday parties fill the calendar and year-end checklists get shorter, the stock market picks up a familiar storyline: the Santa Claus Rally. You’ll hear it mentioned on financial news channels and in market commentaries, usually with a mix of optimism and skepticism. Some investors swear by it. Others dismiss it as folklore. As with most things in investing, the truth sits somewhere in...