Oarsman Capital Named One of America’s Top Financial Advisory Firms by Newsweek
May 29, 2025
We are honored to announce that Oarsman Capital was named by Newsweek as one of America’s Top Financial Advisory Firms in 2025. The ranking reflects Oarsman’s consistent focus on detailed, client-centered financial planning, and investment management based on experience and expertise.
What Moody’s U.S. Credit Downgrade Means for Investors
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.
Watch the discussion
1Q 2025
Hear from members of Oarsman’s Investment Committee as they break down important developments from the previous quarter and share what they’re watching as we enter the next quarter.
A Volatile Start to 2025 Amid Inflation and Tariff Concerns
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.
Navigating Market Uncertainty
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.
Navigating Markets Amid Change
4Q 2024
U.S. stocks kicked off the year on a strong note, with the S&P 500 reaching an all-time high in mid-January and recording 56 more throughout the year, culminating in a 25 percent annual gain.
Market Resilience and Data Dependence
3Q 2024
The third quarter of 2024 was marked by increased conflict in the Middle East, a higher-than-expected U.S. unemployment print, an abrupt change of one Presidential candidate, and two assassination attempts on the other. Yet, despite all of this, equity markets gained ground as the Federal Reserve lowered the Federal Funds rate by 0.5%, adding fuel on the economic fire powering the S&P 500 Index to a +5.9% return and a record high.
A Market Broadening Could Renew Interest in Small Cap, International Equities
2Q 2024
Continued under-performance has only made the discount to larger-cap stocks that much more appealing for long-term investors. International developed markets are long on financials and industrials – areas of the market that would be primed for a broadening trade sparked by a reverted yield curve and global expansion.
Even If Market Gains Are ‘Too Far, Too Fast,’ Data Points to a Continued Strong Economy
1Q 2024
We believe the US economy remains on solid footing as employment holds up and inflation holds the improvement made over the past year.
2024: Expect a More Challenging Environment—But Not a Dearth of Opportunities
4Q 2023
The eye-popping gains of 2023 mean a lot of good news is already priced into financial markets. Generally supportive fundamentals argue for a “constructive” investment stance poised to take advantage of any meaningful weakness.