The Dollar Dilemma
The Trump Administration wants a lower dollar to make US exports more competitive, and right now the dollar is declining, but for the wrong reasons. After reaching a level in…
Investment Commentary
3 Strategies to Capitalize on Stock Market Corrections
Stock market corrections, broadly defined as a drop in price of 10% or more from a recent high, are normal occurrences that long-term investors must accept in exchange for investment…
No One Wins Entering or During a Trade War…
There has been a lot written about the ill effects of tariffs to be imposed on US businesses and ultimately the American consumer. Despite protestations from the White House, the…
The Origin of the Fed’s 2% Inflation Target and its Relevance to the Markets
Highly respected economist, academic and businessman Mohamed A. El-Erian recently penned an editorial entitled “The Fed’s Fixation on a 2% Inflation Target is Risky”. He argued the Federal Reserve was…
Not for the Faint-Hearted…
As this is being written U.S. markets are being buffeted by tariff threats and reciprocal tariff threats, challenges to sovereignty in Canada and Greenland, and talk of using military force…
Navigating Market Uncertainty: How Baldwin Helps You Stay Focused and Confident
As we navigate through a period of heightened market uncertainty, it’s natural to feel a sense of caution and even frustration. With fluctuating interest rates, ongoing geopolitical tensions, and unpredictable…
Qualified Charitable Distributions: What They Are & Who Can Take Advantage
Executive Summary: Qualified Charitable Distributions, known as “QCDs” are tax-free donations made from an Individual Retirement Account to a qualified charity. For those with substantial IRA balances and who are…
Why Are US Stock Prices So Much Higher Than Other Markets?
Comparing the prices of stocks across national borders is not like comparing the price of a liter of gasoline from one country to the next. The price of a stock…
The Road Traveled and Perhaps The Road To Come…
Corporate sales were up, better than expected by Wall Street. Earnings rose, again better than forecasted. Cash flow exceeded analysts’ expectations. Dividends were raised higher than anticipated. Employment levels remained…
Leaving Europe Behind!
To some extent, the European economy has been left in the dust over the last 15 years, as both China, until the pandemic, and the US have forged ahead, in…