Advisors serve as guides for millions of investors who have come to realize that genuine fiduciary wealth management can add several degrees to the slopes of their clients’ financial lives. At Rising Tide Wealth Advisory Solutions, we collaborate with advisors to help enhance that trajectory. Our goal is to increase the overall efficiency of investing and eliminate waste, ultimately making the world a better place.
Investors
Most investors are unaware of the total costs - explicit and implicit - they pay for their investment solution. Lack of transparency or lack of a sound investment strategy can also create a drag on investor performance. We aim to expand the overall efficiency of investing by reducing blind spots and plugging leaks for investors.
US Stock Market Party Continues Amid Growing Analyst Unease The first quarter of 2024 was quite an impressive quarter for US stocks, with the S&P 500 reporting its 11th best Q1 performance since 1950 (out of 75 observations). On a total return basis (which includes dividends), the index was +10.6%. If the market kept that up for the remaining three quarters, it would put the index on pace to finish the full year 2024 at...
New Year: Fitter, Happier, More Productive "It's a new dawn, it's a new day, it's a new life for me, and I'm feeling good." - "Feeling Good" by Nina Simone (1965) (and later covered by Michael Buble (2005) ) As we turn the calendar to a new year, individuals tend to embrace the idea of new beginnings and prosperity. To that end, a reflection on the financial landscape of 2023 reveals a promising narrative for...
Winds of Change Since the Federal Reserve began its rate hiking cycle in early 2022, the US economy has held up remarkably well. The resilience is due to a combination of earlier fiscal stimulus, industrial incentive policies, strong corporate and household balance sheets, and tight labor markets. The persistence of these factors, along with moderating inflation, contributed to a strong first half of 2023 in the US stock market. However, just as the leaves begin...
Recession No-Show? The second quarter began with continued unease in the US financial system following bank runs in early March that had some concerned it could be the catalyst that finally tipped us into recession. As the crisis appeared better-contained, investors turned their attention to the looming June 1st debt ceiling expiration. A spending deal was reached in the eleventh hour to kick the can down the road and extend the country’s ability to remain...
Fed’s Hiking Trip Comes to a Fork in the Road Global stocks had a great start to the year, extending a move higher that began following the October 12th low, at which point the S&P 500 was down 25.4% from its high ten months earlier. U.S. large cap stocks 1 finished the first quarter +7.5%, while mid cap stocks 2 were +4.1% and small cap stocks 3 were +2.7%. Since the beginning of the year...
Beyond the Bumps: Focusing on the Destination The year 2022 contained many interesting events that had markets bumping around. In geopolitics, Russia’s invasion of Ukraine put the world in fear of World War III and saw the “weaponization” of financial and energy resources. This contributed to global inflationary pressures and started a new cold war, with countries across the world choosing sides. In the world of Western politics, we saw tightly-contested mid-term elections in the...
