JD Newton, AAMS - Independent Financial Advisor

JD Newton, AAMS - Independent Financial Advisor /*********/
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This year hasn’t been short on challenges. However, markets have delivered plenty to be grateful for. Here are six key d...
12/01/2025

This year hasn’t been short on challenges. However, markets have delivered plenty to be grateful for. Here are six key drivers that have helped investors stay on track toward their financial goals: https://bit.ly/4amKKIb

After months of calm and a strong rally, volatility is back in the spotlight. AI stocks are under pressure, the Fed’s ne...
11/24/2025

After months of calm and a strong rally, volatility is back in the spotlight. AI stocks are under pressure, the Fed’s next move is uncertain and investors are reassessing expectations.

However, market resets are normal and can even create opportunity. For more insights, read the full Weekly Market Wrap here: https://bit.ly/3LZJDnO

As the U.S. government shutdown came to an end last week, investors were rattled by a rotation in stock markets. Despite...
11/17/2025

As the U.S. government shutdown came to an end last week, investors were rattled by a rotation in stock markets. Despite this turbulence, we remain confident in the core drivers of the AI narrative and emphasize the importance of maintaining a diversified portfolio: https://bit.ly/4iofISB

November started with some market jitters as investors took a fresh look at AI valuations. While we’re still optimistic ...
11/10/2025

November started with some market jitters as investors took a fresh look at AI valuations. While we’re still optimistic about AI’s long-term potential, these recent market swings are a good reminder of the importance of diversification.

More on what this could mean for investors in our Weekly Market Wrap: https://bit.ly/47BIOKs

With the help of easing trade tensions with China and better-than-expected corporate earnings, the market continues to b...
11/03/2025

With the help of easing trade tensions with China and better-than-expected corporate earnings, the market continues to be relatively scare-proof for now.

More on what this could mean for investors: https://bit.ly/47EBMDc

Despite trade tensions, valuation concerns and a cooling labor market, solid fundamentals and a supportive Fed stance su...
10/27/2025

Despite trade tensions, valuation concerns and a cooling labor market, solid fundamentals and a supportive Fed stance suggest this three-year bull market rally may have more room to run.

More on what this could mean for investors in our latest Weekly Market Wrap.

A summary of last week's market highlights and economic news.

After a strong six-month rally, the S&P 500 faces headwinds—but solid economic fundamentals could help steady the course...
10/20/2025

After a strong six-month rally, the S&P 500 faces headwinds—but solid economic fundamentals could help steady the course. More on what this might mean for investors in our Weekly Market Wrap.

A summary of last week's market highlights and economic news.

Do you have the “drive” to reach your financial goals? Check out these 10 investing rules of the road and schedule an ap...
10/16/2025

Do you have the “drive” to reach your financial goals? Check out these 10 investing rules of the road and schedule an appointment with me, so we can plot the path to help you get where you want to be.

Learn more: https://bit.ly/4o2RjE8

Our latest Weekly Market Wrap digs into Friday's sell-off, record gold prices and the continued government shutdown: htt...
10/13/2025

Our latest Weekly Market Wrap digs into Friday's sell-off, record gold prices and the continued government shutdown: https://bit.ly/3KQ1NaY

Under normal circumstances, we’d be analyzing the September jobs report. But, with the data on standby due to the govern...
10/06/2025

Under normal circumstances, we’d be analyzing the September jobs report. But, with the data on standby due to the government shutdown, we’re shifting our focus to examining where the economy, labor market, Fed policy and financial markets stand as we navigate this period of statistical silence.

A summary of last week's market highlights and economic news.

How might a government shutdown affect the economy and financial markets? Check out our three key insights, and don't he...
10/02/2025

How might a government shutdown affect the economy and financial markets? Check out our three key insights, and don't hesitate to reach out with questions.

We offer clients our perspective on government shutdowns and their likely impact on the economy and the markets.

Over the past week, economic data has pointed to a strong U.S. economy. However, two near-term risks could derail the mo...
09/29/2025

Over the past week, economic data has pointed to a strong U.S. economy. However, two near-term risks could derail the momentum. More on what that might mean for investors in our Weekly Market Wrap.

A summary of last week's market highlights and economic news.

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