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Previous, Scheduled and Pending Events

Thu Mar 13 Rewind
Tue Apr 15 Rewind
Thu May 15 Subscribe
End of May Pending
Tue Jun 17 Subscribe
Tue Jul 15 Subscribe

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Market Update Rewind

04/15/25

  • We reviewed recent volatility and performance in the broad stock and bond markets and shared insight on what to expect going forward
  • We briefly reviewed recent inflation and manufacturing data and discussed what we expect regarding interest rates in the near term as a result
  • We discussed the recent events and timeline surrounding tariff talk, beginning with expectations on March 31 and announcements made April 2, followed by announcements since that have caused havoc in markets
  • We laid out two possible economic paths based on tariff outcomes, one leading to deep recession and one leading to modest slowdown with stubborn inflation and steady interest rates; our opinion lies with the latter
  • Finally, we announced some topics we’ll cover in our upcoming ChalkTALK market updates. Look for our announcement in May about a special session dedicated to cybersecurity and protecting against scams and identity theft

Advisory services offered through Beacon Financial Advisory, LLC, Capital Analysts, and/or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com. Beacon Financial Advisory, LLC/Beacon Financial Partners and the above Firms are independent and non-affiliated. ¶ *Legal services are not offered through, nor supervised by the Lincoln Investment Companies* ¶ The views and opinions expressed herein are those of the author(s) noted and may or may not represent the views of Lincoln Investment. These views are as of April 15, 2025 and are subject to change based on subsequent developments. The material presented is provided for informational purposes only. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed. Nothing contained herein should be construed as a recommendation to buy or sell any securities. As with all investments, past performance is no guarantee of future results. No person or system can predict the market. All investments are subject to risk, including the risk of principal loss. Inflation is the rate of increase in prices over a given period of time; typically reported as a broad measure, such as the overall increase in prices or the increase in the cost of living in a country.

Market Reactions 04/08/25

Market Reactions 04/04/25

Equity markets around the globe have been under quite a bit of pressure since President Trump's unveiling of his tariff plans Wednesday afternoon. The uncertainty surrounding the markets continues to mount and, as part of our process of evaluating the situation, our team is reviewing the information available and discussing with several other professionals. For the better part of Thursday, I had the opportunity to participate in an investment symposium with portfolio managers from First Trust and heard from their Chief Economist Brian Wesbury. I’ve also heard commentary from Lincoln’s Chief Investment Strategist, members from Fidelity Investments and JP Morgan’s economist Dr. David Kelly.

Our team is digesting all the information and evaluating what, if any, adjustments to our current strategies should be made. If additional change to our allocations is necessary, we won’t hesitate to act, but we will continue our course and act with prudence in the days and weeks to come and will not jump to decisions or act on emotion.

We encourage you to reach out with any questions or to discuss our perspective on the events of the week. In addition, our next 30 minute Market ChalkTALK is set for Tuesday, April 15 at noon and 4 pm. Information and links to join the sessions will be emailed and posted the day before.

Advisory services offered through Beacon Financial Advisory, LLC, Capital Analysts, and/or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com. Beacon Financial Advisory, LLC/Beacon Financial Partners and the above Firms are independent and non-affiliated. ¶ *Legal services are not offered through, nor supervised by the Lincoln Investment Companies* ¶ The views and opinions expressed herein are those of the author(s) noted and may or may not represent the views of Lincoln Investment. These views are as of April 4, 2025 and are subject to change based on subsequent developments. The material presented is provided for informational purposes only. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed. Nothing contained herein should be construed as a recommendation to buy or sell any securities. As with all investments, past performance is no guarantee of future results. No person or system can predict the market. All investments are subject to risk, including the risk of principal loss. Inflation is the rate of increase in prices over a given period of time; typically reported as a broad measure, such as the overall increase in prices or the increase in the cost of living in a country.

Market Update Rewind

03/13/25

  • We reviewed last Wednesday and Thursday’s CPI and PPI numbers, which came in better than expected. Markets seemed to shrug off the good news as investors chose to focus on tariff talk and recession fears
  • Market volatility is back with a vengeance and we discussed whether we see it as creating opportunities or cause for real concern. While we expect continued volatility in the near term, we also see strength in underlying fundamentals and believe opportunity should outweigh fear
  • Fear of recession has hit the headlines again and sending jitters through many American investors. Whether the US economy falls into recession or not is yet to be determined, but our focus continues to be on long term strength in US markets and economy and we view a possible recession as a short term cyclical event that won’t derail the longer term secular bull market
  • Finally, most advisors would tell you to stay the course and ride out the volatility. While we believe that to be sound advice (assuming you’re properly situated going into it for your risk profile), we shared some statistics on why that’s the case

Advisory services offered through Beacon Financial Advisory, LLC, Capital Analysts, and/or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com. Beacon Financial Advisory, LLC/Beacon Financial Partners and the above Firms are independent and non-affiliated. ¶ *Legal services are not offered through, nor supervised by the Lincoln Investment Companies* ¶ The views and opinions expressed herein are those of the author(s) noted and may or may not represent the views of Lincoln Investment. These views are as of March 13, 2025 and are subject to change based on subsequent developments. The material presented is provided for informational purposes only. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed. Nothing contained herein should be construed as a recommendation to buy or sell any securities. As with all investments, past performance is no guarantee of future results. No person or system can predict the market. All investments are subject to risk, including the risk of principal loss. Inflation is the rate of increase in prices over a given period of time; typically reported as a broad measure, such as the overall increase in prices or the increase in the cost of living in a country.

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