Severin Investments, LLC

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

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.

09/18/2026

The Federal Reserve just raised interest rates for the first time since 2023. What could that mean for your portfolio?

Higher rates do not affect every investment equally. In our latest market commentary, we explain:

• How higher rates can affect stocks and bonds
• Which sectors may benefit or face greater pressure
• How we can make measured portfolio adjustments without abandoning long-term investment objectives

Read more:

Investing involves risk, including possible loss of principal. The information provided is for educational purposes and is not personalized investment advice.

On September 16, the Federal Reserve raised its target interest-rate range by 0.25 percentage points to 3.75%–4.00%, its first increase since 2023. The decision reflects continued concern about inflation despite resilien...

09/10/2026

We are proud to announce that five Severin investment strategies received a combined ten PSN Top Guns awards for Q2 2026.

Leading this quarter’s recognition, Severin Long Term Growth was named a Bull & Bear Master in the Global Equity Universe. This designation recognizes ten qualifying strategies with the highest ratios of upside capture to downside capture relative to their style benchmarks over the applicable three-year period.

Learn more about the awards and methodology at this link:

Important information: The Q2 2026 awards were announced on August 26, 2026 and evaluate applicable three- and five-year performance periods ending June 30, 2026. The rankings were calculated by PSN using information submitted to the YCharts PSN Separate Account Database and published by YCharts. Severin Investments did not pay to be considered for or selected for these awards. Awards do not reflect any individual client’s experience and are not indicative of future performance. All investments involve risk, including possible loss of principal.

Quarterly PSN Top Guns List tabulated and published by YCharts identifies best-in-class separate accounts, managed accounts, and managed ETF strategies.

09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

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.

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 w**e 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