Oarsman Capital Named One of America’s Top Financial Advisory Firms by Newsweek

May 19, 2025
Moody’s has downgraded the U.S. credit rating, citing rising deficits and political gridlock—joining Fitch and S&P in moving the U.S. off its AAA perch. While this won’t lead to a default, it could increase volatility and borrowing costs. We break down what this means for investors and how Oarsman Capital continues to manage risk in uncertain times.

1Q 2025
Q1 2025 saw market volatility, with the S&P 500 declining due to concerns over inflation, tariff policies, and slowing economic growth. While earnings expectations remain positive, the uncertainty surrounding tariffs and potential stagflation has created a cautious outlook. International markets outperformed, challenging the notion of U.S. exceptionalism, while fixed income acted as a stabilizer. Diversification and focusing on high-quality stocks are crucial as we navigate these uncertain times.

April 3, 2025
Unexpectedly high tariffs unveiled by the new administration are adding pressure to markets, reinforcing the importance of a disciplined, risk-managed approach.