Advisors serve as guides for millions of investors who have come to realize that genuine fiduciary wealth management can add several degrees to the slopes of their clients’ financial lives. At Rising Tide Wealth Advisory Solutions, we collaborate with advisors to help enhance that trajectory. Our goal is to increase the overall efficiency of investing and eliminate waste, ultimately making the world a better place.
Investors
Most investors are unaware of the total costs - explicit and implicit - they pay for their investment solution. Lack of transparency or lack of a sound investment strategy can also create a drag on investor performance. We aim to expand the overall efficiency of investing by reducing blind spots and plugging leaks for investors.
Over the last decade, Amanda has served in various administrative roles across the nonprofit sector. From Quality and Compliance Grant Administration...
Teddy Cerra is a trusted technology executive and cybersecurity leader with extensive experience guiding financial firms through the challenges of IT...
The Goldilocks Balancing Act Global markets closed 2025 on a strong but increasingly balanced footing, with solid equity gains, improving bond performance, and broader leadership across regions and sectors. U.S. large caps delivered a strong year as the S&P 500 rose 17.9% including dividends, though Q4 marked a rotation away from mega-cap tech toward smaller-cap stocks, defensive growth, and higher-quality cyclicals. International equities outperformed the U.S., aided by firmer global growth and a weaker dollar...
Resilience, Reality Checks, and Reasons for Optimism As we close out November, markets continue to balance several crosscurrents: concerns about whether artificial intelligence enthusiasm is overextended, a modest but normal pullback in stocks, and an underlying backdrop of improving inflation, falling interest rates, and a durable bull market. Together, these themes indicate that despite periodic bumps, the market environment remains fairly constructive for long-term investors. Questions about whether we are experiencing another technology bubble have...
Resilience, Recovery, and the Road Ahead As we move into the final stretch of 2025, investors have plenty to digest. Markets have bounced back strongly from the spring slump, political headlines like the government shutdown continue to grab attention, and economic data sends a mix of signals – some reassuring, some cautionary. The good news is that stocks have shown resilience, consumers are still spending, and leadership in the market has broadened beyond the biggest...
Navigating Opportunity Amid Uncertainty The first half of 2025 delivered a reminder that while market headlines feel urgent, the most important decisions require patience and perspective. Surging mega-cap stocks, a pivoting Federal Reserve, sticky inflation, and evolving fiscal policy shaped a complex investment landscape. As we enter the second half, investors should step back to reassess where opportunities and risks are unfolding. Market Action: A Relatively Narrow, Powerful Rally Equities staged a remarkable rebound in...
Tariffs, Tumult, and the Test of Resilience Markets are reeling today as investors absorbed a seismic shift in U.S. trade policy. The S&P 500 fell 4.8% and the tech-heavy NASDAQ slid 6.0%, marking one of the most turbulent days since the COVID pandemic in 2020. The move followed President Trump’s sweeping tariff announcement, which unveiled a new 10% universal import tax effective April 5, and steep reciprocal tariffs (up to 34% on China and 26%...
Leading by Example: US Markets Shine Again Global equity markets in 2024 reflected a year of varied outcomes. The United States remained the leader, with the S&P 500 surging by an impressive 25.0%, outpacing both developed and emerging markets. Within the US, the rally continued to be driven by growth stocks, including the “Magnificent Seven” tech giants—Microsoft, Apple, Alphabet, Amazon, Nvidia, Meta, and Tesla. Among them, Nvidia soared 171.2%, Meta rose 66.0%, and Tesla gained...
