Severin Investments, LLC

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.

03/05/2026

Stocks were mixed in February as AI disruption concerns and escalating geopolitical tensions weighed on investor sentiment. The S&P 500 slipped 0.87% and the Nasdaq fell 3.38%, while the Dow edged up 0.17%. Canada’s S&P/TSX advanced 7.57%. As attention turns to the Fed’s March meeting and its updated Summary of Economic Projections, markets will be watching closely for signals on the path ahead. From 73% of the world’s maple syrup produced in Canada to a \$1.64 billion global market, this month’s by-the-numbers highlights the industry behind one of North America’s most iconic products.

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.

02/06/2026

Stocks climbed in January as solid economic data offset geopolitical tensions. The S&P 500 rose 1.37%, the Dow gained 1.73%, and Canada's TSX picked up 0.66%, setting multiple record highs early in the month. The Fed held rates steady as expected, with all eyes now on the March meeting. From \$27.5 billion spent in the U.S. to \$97.80 per person in Canada, Valentine's Day spending spans the globe. Check out this month's by-the-numbers.

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.

01/09/2026

Markets ended 2025 on a quiet note, but Q4 closed with gains across all major U.S. indexes as investors weighed lower interest rates, mixed labor data, and ongoing economic delays from the October shutdown. The S&P 500 rose 2.35% for the quarter, while the Dow led with a 3.59% gain. As we kick off the new year with resolutions and fresh starts, many of us reach for our favorite morning brew. But have you ever wondered about the global love affair with coffee and tea? Check out this month's by-the-numbers.

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.