LATEST UPDATES AND NEWS
Shoutout from Dr. John Delony
Dr. John Delony, a mental health expert with Ramsey Solutions, specializes in providing practical advice on relationships, anxiety, and overall wellness. Dr. Delony is also a valued client and close friend of Swan Wealth Management—and he recently gave us a kind shoutout on his popular podcast, "The Ramsey Show" .
This testimonial is based upon an individual client experience and may not be representative of the experience of other customers and should not be considered a guarantee or indication of future performance or success. StoneCastle is a complex product that is not suitable for all individuals or situations, and rates on deposits regularly change and may not be accurate as of your viewing.
LATEST NEWS
Avoid Emotional Investing
Emotions and investing have always been interconnected. We can go back centuries to find early evidence of how fear and greed—those so-called “animal spirits” of Wall Street—spooked people from many walks of life. The brightest minds can fall victim to wealth’s allure, even the great Sir Isaac Newton.
Rapid Reaction: Recession Fears
Fears of a recession have ratcheted up notably over the last several weeks. Part of the reason is the high level of uncertainty regarding trade policy and the rapidly changing stance of the Trump administration on when and if tariffs will be implemented, and how long they may remain in effect.
MARKET UPDATES
Second Quarter Financial Market Review
The U.S. economy has displayed stamina in the face of persistent monetary and fiscal policy uncertainty.
August Market Update
July was chock-full of key economic developments, from monumental legislation and trade deal fluctuations to a tense Fed meeting and labor market weakness.
July Market Update
June saw markets improve as the inflation narrative shifted and trade policy zigged and zagged. Confronted with such a challenging assortment of factors, the Federal Reserve is remaining cautious.
June Market Update
May brought us surging stocks fueled in part by progress on trade with the United Kingdom and China and inflation metrics released during the month following a similar relaxing pattern as the previous month.
May Market Update
April brought volatile markets early in the month, yet it also presented moderating inflation metrics and a strong finish for large-cap technology stocks.
April Market Update
March brought trade tensions and some mixed inflation readings as major U.S. stock indexes declined, making it an opportune time to share an overview of what happened and what could be ahead.
First Quarter Financial Market Review
The S&P 500 began 2025 on strong footing until tariffs were imposed in February, with the index closing the quarter well off its February highs.
March Market Update
February brought some warm inflation readings and continuing tariff talks, which contributed to potential economic uncertainty.