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.
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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Mar
14
February Market Commentary
February Market Commentary
From Optimism to Uncertainty What began as market enthusiasm for a pro-business environment under the Trump administration—fueled by expectations of corporate tax stability, deregulation, and...
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Mar
11
January Market Commentary
January Market Commentary
The Trump Whirlwind and Tariffs The market story of 2025 isn’t just about numbers, it’s about the whirlwind coming out of the White House. President...
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Jan
15
December Market Commentary
December Market Commentary
2024 Investment Market Performance The U.S. economy and financial markets demonstrated remarkable resilience in 2024, overcoming higher interest rates, geopolitical tensions, and rising unemployment. Stocks...
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Dec
20
November Market Commentary
November Market Commentary
In November, U.S. stocks surged, with the S&P 500 (1) and Dow Jones (1) recording their best months of the year. Investor optimism surrounding a...
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