Severin Investments, LLC

08/07/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Severin Investments is a fiduciary wealth management firm that offers active investment management, financial planning, and estate planning. We are passionate about educating our clients to help them make informed decisions about their wealth and better enable them to reach their goals.

07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Severin Investments is a fiduciary wealth management firm that offers active investment management, financial planning, and estate planning. We are passionate about educating our clients to help them make informed decisions about their wealth and better enable them to reach their goals.

06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Severin Investments is a fiduciary wealth management firm that offers active investment management, financial planning, and estate planning. We are passionate about educating our clients to help them make informed decisions about their wealth and better enable them to reach their goals.

05/15/2026

There’s no shortage of financial noise, market uncertainty, and complex decisions when planning for retirement.

At Severin Investments, we help clients navigate that complexity with disciplined guidance, personalized strategies, and a long-term perspective designed to protect and grow wealth with purpose.

Your retirement deserves more than guesswork. It deserves clarity and confidence.

Schedule a conversation today. https://severininvestments.com/contact

Advisory services offered through Severin Investments, LLC, a Registered Investment Adviser.

05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Severin Investments is a fiduciary wealth management firm that offers active investment management, financial planning, and estate planning. We are passionate about educating our clients to help them make informed decisions about their wealth and better enable them to reach their goals.

05/01/2026

You've done the hard work. Now come the fun choices.

A life well-lived doesn't require extravagance... but it certainly allows for it. One moment you may crave that favorite food from childhood, the next an elegant wine at a table under the stars paired with a chef-inspired dream you talk about for years to come. There are no wrong answers to how you experience joy. Only the freedom to celebrate the way you deserve, thanks to the good decisions you've made along the way.

At Severin Investments, you can work with a CERTIFIED FINANCIAL PLANNER® professional can help you build a plan and investment strategy designed to support that freedom—so you can truly savor what you’ve earned.

Click here to request your Complimentary Consultation: https://severininvestments.com/contact

04/24/2026

Severin Investments has been recognized with the Zephyr PSN Top Guns “Manager of the Decade” award as of Q4 2025 in multiple strategies.

This distinction reflects a decade-long commitment to disciplined portfolio management, risk awareness, and consistent performance across varying market environments.

If you are approaching retirement or seeking a more structured approach to income and growth, our team is available to help you evaluate your current strategy and identify opportunities aligned with your goals.

Schedule a complimentary consultation today:

https://severininvestments.com/contact

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Zephyr, a division of Informa PLC, awards Manager of the Decade to the top 10 performing portfolios in their respective universes that meet certain criteria for the most recent 10-year period (awarded Q4 2025). Criteria include: r-squared of 0.8 or greater relative to the portfolio’s style benchmark; return greater than the style benchmark; and standard deviation less than the style benchmark. Severin Investments did not pay to be considered for, receive, or market this award. A fee was paid to license the use of the award badges in marketing materials. Past performance is not indicative of future results. This award is not representative of any one client’s experience and is not a guarantee of future performance.

04/07/2026

U.S. stocks slipped in Q1 as AI disruption fears and Middle East tensions rattled investors. The S&P 500 fell 4.63%, the Nasdaq dropped 7.11%, and the Dow lost 3.58% — though six of eleven S&P 500 sectors still finished in the green, led by Energy's standout 37.91% gain. As the weather warms up and spring gets us outside, it turns out Americans are right there with you — over 181 million U.S. residents participated in outdoor recreation in 2024. Check out this month's by-the-numbers for more on the outdoor recreation economy.

Severin Investments is a fiduciary wealth management firm that offers active investment management, financial planning, and estate planning. We are passionate about educating our clients to help them make informed decisions about their wealth and better enable them to reach their goals.