nVision Wealth

We are now in Q3 - here is what happened in June...

Global Market Commentary – A Stellar June Global Markets Rally as Volatility Eases Global markets rallied in June, taking cues from strong performance in the U.S. Developed international equities posted broad-based gains, with 48 of the 49 MSCI developed market indices advancing – an encouraging sign of widespread investor optimism and im...

Market Insights - June 27, 2025 Stocks Surge to Record Highs as Oil Drops Equities posted a strong performance for the week, with all major indexes logging substantial gains. The large-cap S&P 500, 30-stock mega-cap DJIA, small-cap Russell 2000, and MSCI EAFE (covering developed international markets) each rose more than 3%, while...

Market Insights - June 18, 2025 The May 2025 report showed a 0.9% decline in retail and food services sales from the previous month, totaling $715.4 billion – the largest drop since May 2023. The decline was driven largely by a 3.5% dip in motor vehicle sales, following a surge earlier this year as consumers rushed to beat expec...

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The Allure of March Madness & The Stock Market Every March, millions of basketball fans eagerly fill out their brackets, hoping to predict the perfect path to the NCAA championship. Similarly, investors build their stock portfolios with the expectation of maximizing returns. While both endeavors can be thrilling, they also share a key lesson: su...

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The Luck of the Irish Won’t Secure Retirement Every March 17th, people around the world celebrate St. Patrick’s Day with parades, green attire, and festivities filled with the hope of good fortune. The phrase “the luck of the Irish” is often thrown around, symbolizing the idea that success can come through sheer chance. While this sentime...

Trump Tariffs: Bargaining Chip or Battering Ram? The specter of impending tariffs looms once again, raising concerns about global trade, market stability, and economic growth. As investors, it is crucial to determine whether the current administration’s tariff strategy is a high-stakes bargaining tool in trade negotiations or a blunt-force econo...

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Stay Committed to Your 401(k) on Valentine’s Day Managing your relationship with your retirement: a mind-set driven approach. Decision-making is a fascinating and complex behavior. Your mindset plays a crucial role in shaping long-term choices, particularly when it comes to lifestyle planning and managing your 401(k). While market trends and econo...

January 2025

Global Market Commentary – A Turbulent January Global Markets Mixed in January January 2025 proved to be a turbulent month for the stock markets, as investors navigated concerns over persistent inflation, a hawkish Federal Reserve, the return of a Trump administration, and disruptive technological developments from China. With so many factors at...

Thanksgiving is just days away!

Holiday Survival Tips to Stay on Financial Track How to stick to your financial goals and enjoy the holiday season this year. As the year winds down, the holiday season brings excitement, celebration, and togetherness. However, it also brings increased expenses that can strain your budget and divert you from your financial goals. With a little pla...