September 2025 Newsletter

Fed policy, market trends, and year-end tax planning insights.

August 2025 Newsletter - The One Big Beautiful Bill Act (OBBBA)

Breaking down the OBBBA and what it means for your portfolio.

July 2025 Newsletter

Strategies for navigating high markets and preserving wealth.

June 2025 Newsletter

Key market movements and tactical portfolio adjustments.

May 2025 Newsletter

What To Do During Market Downturns

4 Things To Do During a Market Downturn

Strategic actions to consider during market downturns.

April 2025 Newsletter

Managing risk and volatility for long-term growth.

Market Volatility 2025

Insights on navigating tech sector fluctuations and historical market drawdowns.

March 2025 Newsletter: Navigating Market Volatility

Practical tips for protecting your investments during uncertain times.

January 2025 Newsletter: Market Recap & 2025 Outlook

Review of 2024 performance and insights for 2025 planning.

November 2024 Newsletter

September 2024 Newsletter

August 2024 Newsletter

July 2024 Newsletter

June 2024 Newsletter

May 2024 Newsletter

April 2024 Newsletter

March 2024 Newsletter

February 2024 Newsletter

Are Bonds Dead?

September 2023 Market Update/Estate Planning

August 2023 Update/Direct Indexing

2022 A Year of Volatility

The U.S. Federal Reserve, Russia/Ukraine conflict, and Inflation

We often speak to each of you about the dual mandate we have at Bauer Wealth, to protect assets to the best of our ability but also to position portfolios for growth and income

Socially Responsible Investments

Does Market Volatility have You Feeling Anxious?

Negative News? Don't Over-react!

Modern Portfolio Theory, the Prevalent Misnomer

The Return of Volatility

5 Reasons Why This is Not Your Father’s Financial Advisor

Powell's Pivot

Active, Passive or Hybrid Investing

Which One is best for You?

Impeachment or Noise?