Tim Waterworth

More about the author: Tim Waterworth

Tim is licensed as a Registered Representative with Kestra Investment Services, LLC, and an Investment Advisor Representative with Kestra Advisory Services, LLC. He holds himself to a fiduciary standard, which means he is obligated to put the best interests of his clients first.
Jan
22
December Market Commentary
December Market Commentary
2025 Recap & 2026 Outlook Drama, What Endures, and the Case for Broadening Looking back on 2025, what stands out is not any single event,...
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Dec
15
November Market Commentary
November Market Commentary
November proved to be a volatile month for stocks, ultimately ending with mixed results across major market indexes. Early in the month, renewed concerns about...
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Nov
20
October Market Commentary
October Market Commentary
October 2025 Market Commentary October 2025 reminded investors just how unpredictable markets and policymakers can be. The Federal Reserve cut rates for the second time...
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Oct
22
September Market Commentary
September Market Commentary
Third Quarter 2025 Economic and Market Review The third quarter of 2025 was marked by resilient economic growth, strong equity performance, and a notable shift...
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Oct
21
Trick or Treat? Decoding AI
Trick or Treat? Decoding AI
Discover what makes buying and selling luxury real estate unique. Learn how to choose the right listing agent, financing strategies like jumbo loans and SBLOCs,...
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Sep
17
August Market Commentary
August Market Commentary
August 2025 Economic & Market Update: Navigating a Shifting Landscape August confirmed that the U.S. economy is in a state of transition. Equity markets hit...
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Jul
17
June Market Commentary
June Market Commentary
Second Quarter 2025 Market Commentary: Navigating Policy, Volatility, and Opportunity The second quarter of 2025 served as a vivid reminder that markets are shaped not...
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Jun
5
May Market Commentary
May Market Commentary
May Market Commentary After a sluggish March and April, May delivered a strong rebound for equities, with the S&P 500 (1) and NASDAQ (1) posting...
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May
9
April Market Commentary
April Market Commentary
April Market Commentary April was a month that felt longer than 30 days. It opened with a jolt and closed with cautious optimism, bookended by...
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Apr
11
March Market Commentary
March Market Commentary
Market Update: Market Sell-Off on U.S. Tariff Policy Change and Its Investment Implications On April 2, 2025, the U.S. government announced a sweeping change to...
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