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.
Over the last decade, Amanda has served in various administrative roles across the nonprofit sector. From Quality and Compliance Grant Administration...
For nearly 25 years, Ryan has served in various investment research and portfolio management roles, including generalist investment analysis, detailed...
How can we help?
We provide a range of investment consulting and analytical services to financial professionals and investors.
Navigating Opportunity Amid Uncertainty The S&P 500 jumped 11% in the second quarter of 2025, with mega-cap tech stocks once again driving returns. Nvidia climbed +46%, Microsoft +33%, and Meta +28%, underscoring the persistent concentration of market leadership. Meanwhile, value stocks and small-caps lagged, leaving market breadth relatively narrow despite record highs. International equities outperformed U.S. stocks for the second consecutive quarter, helped by a softer dollar in both developed and emerging markets. Bond markets...
Tariffs, Tumult, and the Test of Resilience Markets are reeling today as investors absorbed a seismic shift in U.S. trade policy. The S&P 500 fell 4.8% and the tech-heavy NASDAQ slid 6.0%, marking one of the most turbulent days since the COVID pandemic in 2020. The move followed President Trump’s sweeping tariff announcement, which unveiled a new 10% universal import tax effective April 5, and steep reciprocal tariffs (up to 34% on China and 26%...
Leading by Example: US Markets Shine Again Global equity markets in 2024 reflected a year of varied outcomes. The United States remained the leader, with the S&P 500 surging by an impressive 25.0%, outpacing both developed and emerging markets. Within the US, the rally continued to be driven by growth stocks, including the “Magnificent Seven” tech giants—Microsoft, Apple, Alphabet, Amazon, Nvidia, Meta, and Tesla. Among them, Nvidia soared 171.2%, Meta rose 66.0%, and Tesla gained...
Early storm clouds give way to clearer skies. After a strong US stock market performance over the past three quarters, particularly in large-cap technology, investor sentiment had grown cautious, sensing that the good times might soon end. With inflation on a seemingly sustainable downward trend, many felt the Fed should begin lowering interest rates to avoid pushing the “Goldilocks” economy (neither too hot nor too cold) into a downturn that could be challenging to reverse...
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 investors...
