Posts by Ryan M
What’s Really Going On With the Dollar, the Fed, and Interest Rates?
If you’ve followed us for any length of time, you know we don’t make hard predictions about the future. Too much can change too fast. But that doesn’t mean we…
Read MoreDue Diligence, Demystified: What Advisors Actually Do Before You Invest
We’ve all been there. A friend pitches you on something that sounds exciting: “There’s this amazing rental property in Arizona. I’ve run the numbers—it’s a slam dunk. Want to go in on…
Read More2025 Mid-Year Update
By Rob FossChief Investment OfficerEdgeRock Wealth Management At the start of the year, we expected inflation to gradually ease—giving the Federal Reserve room to begin dialing back interest rates. We also believed…
Read MoreMarket Update—May 2025: Digging Beneath the Surface
After a strong start to the year, markets have hit a patch of turbulence. The S&P 500 Index declined for the third consecutive month in April, marking a period of…
Read MoreWhy Active Management Still Matters—Especially When the Market Turns
At EdgeRock, we believe your investment strategy should do more than just keep up with the market—it should respond to it in ways that make sense for your financial plan.…
Read MoreWhat to NOT do in a down market
Kyle and Rob explore the aftermath of the tariff announcement volatility from last week. We explore the consequences of overreaction to negative market events, the urgency of tax planning in these moments, and why looking at after-tax portfolio performance is so important.
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