News and commentory VIEW MORE + February 2025 Monthly Muse | Cary Street Partners What is financial fitness? Briefly, financial fitness describes your overall financial well-being, akin to how physical fitness pertains to your physical health. VIEW MORE + Street SMARTS: February Commentary 2025 | Cary Street Partners Following a rough December, stocks got off to a good start in 2025 as the gap between the Mag 7 and the S&P 493 is still expected to narrow. See what this... VIEW MORE + Wealth Wisdom: Repeal of WEP and GPO Provides Major Relief for Public Sector Workers | Cary Street Partners Big changes are on the horizon for public sector retirees! We explore benefit updates and legislation repeals from the new Social Security Fairness Act. VIEW MORE + Asset Management Viewpoints: Private Versus Public Performance | Cary Street Partners A deeper understanding of recent performance trends and future outlooks reveals intriguing implications for equity strategies. VIEW MORE + 2025 Market Outlook | Cary Street Partners Explore the trends and forecasts shaping the market landscape and gain valuable insights with our market outlook for 2025. VIEW MORE + Street SMARTS: December Commentary 2024 | Cary Street Partners November saw equities surge, but with bullish sentiment nearing extremes and potential market shifts on the horizon, a strategic approach to investment could... VIEW MORE + Asset Management Viewpoints: Beyond the Ballot: Voting Day Reverberations | Cary Street Partners What implications does the November 5 US elections have on yields, mortgage rates and the overall market? VIEW MORE + Street SMARTS: November Commentary 2024 | Cary Street Partners An update on the recent rise in yields and the fears driving it. Is this a return of the "bond vigilantes?" VIEW MORE + October 2024 Monthly Muse | Cary Street Partners It’s Saturday afternoon, and you are watching a movie at home or running errands, and your phone vibrates. VIEW MORE + Asset Management Viewpoints: Risk is Always With Us | Cary Street Partners Election implications? Middle East tensions? War in Ukraine? Striking port workers? Hurricanes? Or is it something else? What are the biggest market risks? VIEW MORE + Street SMARTS: Q3 Commentary 2024 | Cary Street Partners Chief Market Strategist Tom Herrick offers a detailed analysis of third-quarter market results and the implications of the Federal Reserve's rate cuts on inflation, employment, and the housing market. VIEW MORE + September 2024 Monthly Muse | Cary Street Partners It’s not surprising that a survey last year by T. Rowe Price found that health care costs are the biggest financial worry among retirees. VIEW MORE + Cary Street Partners Named to Barron’s List of 2024 Top 100 RIA Firms in the United States | Cary Street Partners For the fifth consecutive year, Cary Street Partners has been named to Barron’s List of the 2024 Top 100 RIA Firms. VIEW MORE + Cary Street Partners Among CityWire’s 50 Growers Across America 2024 | Cary Street Partners Cary Street Partners was named as the second fastest growing firm in the state of Virginia among CityWire’s 50 Growers Across America 2024. “CEO Joseph... VIEW MORE + August 2024 Monthly Muse | Cary Street Partners A four-year college degree is expensive. How expensive? While the numbers vary depending on whether you attend a public or private university, or in-state or out-of-state institution, the data is sobering. VIEW MORE + Asset Management Viewpoints: Volatility Spike | Cary Street Partners Chief Market Strategist Tom Herrick deconstructs the latest volatility spike, identifying the culprits, outlook and positioning recommendations. VIEW MORE + Street SMARTS: August Commentary 2024 | Cary Street Partners Chief Market Strategist Tom Herrick analyzes the recent market trends and potential impacts of upcoming rate cuts on different sectors and market caps. VIEW MORE + Cary Street Partners Recognized in Financial Advisor Magazine 2024 Top RIA Ranking | Cary Street Partners Cary Street Partners ranked among the top registered investment advisors in the $1 billion and over category of Financial Advisor Magazine’s 2024 RIA Ranking... VIEW MORE + July Monthly Muse Pt. 1 | Cary Street Partners We’ve all read or heard the stories. Someone passes away without a will, and potential heirs sharpen their knives in a free-for-all that can take years to play out in court. The emotional toll is immeasurable, with relationships incurring irreparable harm that can last generations. VIEW MORE + Street SMARTS: Q2 Commentary 2024 | Cary Street Partners An analysis of the second quarter market performance highlights the concentrated gains in equities, emphasizing the importance of broader participation for...
