“The tariff threats can easily be unwound and reversed, sparking upside market volatility. We favor value stocks in financials, materials, and energy, which are the better buys right now given elevated valuations in megacap technology.”

“Stocks are reacting to tariff fears for the first time in months… many market participants thought stocks had become desensitized. We remind investors that tariff headlines can cause short-term volatility, but that applies in both directions.”

“The tariff-driven stock market declines present opportunities for investors who are looking for an attractive entry point to put new money to work. Value stocks in sectors like financials, materials, and energy are the better buys right now.”

“The fact that there are so many market fears, including AI, the labor market and interest rates, suggests that the market is still climbing its wall of worry. That’s a tell tale sign that the overall bull market is intact and likely here to stay for the foreseeable future.”

“October is on track for an extremely strong month in stocks. The stock market is already up over 17% so far this year, and we think there is limited upside ahead between now and the end of the year.”

“With the stock market at record highs, we have been rebalancing our portfolios and taking profits in big tech, communication services and AI stocks and reallocating that capital into value stocks and fixed income.”

“This week’s Big Tech earnings may be the most important in recent memory since many investors are skeptical about the stock market’s rally over the past two months.”

“Big tech earnings will provide clarity and data that investors can use to determine if the past few week’s of gains are justified or if the market got ahead of itself.”

“This week’s big tech earnings may be the most important in recent memory since many investors are skeptical about the stock market’s rally. Big tech earnings will provide clarity and data that investors can use to determine if the past few week’s of gains are justified.”

“We remain opportunistic during pullbacks and remind investors that pullbacks can be subtle and take place in small increments over several trading days.”