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Managing Market Uncertainty in an Era of Trade Tensions

by Jon C. Goodman | Mar 11, 2025 | Uncategorized

Markets have experienced renewed volatility as President Trump implements fresh tariffs affecting Canada, Mexico, and China. The administration’s decision to move forward with these trade measures, rather than extending deadlines or negotiating alternatives, has...

Understanding Safe Withdrawal Rates in Modern Retirement

by Jon C. Goodman | Mar 4, 2025 | Uncategorized

The question of retirement security weighs heavily on many Americans’ minds, especially as we navigate through evolving economic and political landscapes in 2025. With retirement numbers reaching historical highs this year, understanding sustainable withdrawal...

Market Pessimism and the Importance of Staying Invested

by Jon C. Goodman | Feb 25, 2025 | Uncategorized

A notable disconnect has emerged between investor sentiment and market performance. The timeless wisdom of Warren Buffett to be “fearful when others are greedy and greedy when others are fearful” remains particularly relevant today. Despite numerous...

Essential Tax Planning Strategies for Your Financial Future

by Jon C. Goodman | Feb 18, 2025 | Uncategorized

Albert Einstein reportedly once told his accountant, “The hardest thing in the world to understand is income taxes.” So, if you find income taxes perplexing, you are in good company. Unfortunately, our tax system has only grown more complex in the decades...

Understanding Trade Policy Impact on Markets and Investment Strategy

by Jon C. Goodman | Feb 11, 2025 | Uncategorized

With markets navigating various challenges in early 2024, trade policy has emerged as a key focus for investors. As President Trump’s administration implements new tariff measures affecting relationships with major trading partners including China, Canada,...

Policy Changes and Tech Disruption Shape January Markets

by Jon C. Goodman | Feb 4, 2025 | Uncategorized

The financial markets began 2025 with mixed performance as investors navigated significant policy changes and technological disruption. The month saw President Trump’s return to office, major developments in artificial intelligence from China, and the Federal...
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Wealth Advisor Jon Goodman - JCG
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