Posts by Ryan M
2025 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.
Read MoreWhy investors shouldn’t hide from market corrections
Nothing causes anxiety quite like a market downturn. Not that life doesn’t throw us other things to worry about. We endure health challenges, send children off to college, navigate relationships…
Read MoreTurbulent Markets & the History of Intra-Year Declines
As the stock market approaches correction territory, investors are starting to wonder what’s next. In this episode Rob and Kyle discuss the context of the recent turbulence and how EdgeRock…
Read More