Severin Investments LLC

Stubborn inflation and mixed economic signals continue to shape markets. This month's Market Insights breaks down what drove performance and what investors are continuing to watch in 2025. #Markets #StockMarket #FederalReserve #TradePolicy https://lnkd.in/gNCxHXmS

Steady Fed policy and unexpected tech news shaped February's markets. This month's Market Insights breaks down what drove performance and what investors are continuing to watch in 2025. #Markets #StockMarket #FederalReserve #ArtificialIntelligence https://lnkd.in/g2kytSwT

From Fed rate cuts to record highs, Q4 wrapped up a strong year for markets. Our January Quarterly Market Insights breaks down what drove performance and what investors are watching in 2025. #Markets #StockMarket #FederalReserve https://lnkd.in/gijZkTfg

Stocks notched solid gains in November as post-election enthusiasm and holiday-shopping fueled the advance. #Elections2024 #StockMarket #CorporateEarnings #HolidayShopping https://lnkd.in/gqgeyqQB

Yesterday was a big day for retail earnings. Watch this video to learn what clues they provide regarding holiday spending and consumer trends going into 2025!

Are your charitable donations tax-free? Qualified Charitable Distributions (QCDs) can help you make tax-free donations to a qualified charity of your choice from your traditional IRA if you're at least 70.5. It's a great strategy for reducing your taxable income as you begin taking RMDs, and a great way to maximize your impact on the causes you care about most. Severin Investments is an investment adviser registered with the U.S. Securities & Exchange Commission. This video is for educational purposes only. It is not a recommendation to buy or sell a security or product nor does it constitute financial or tax advice. If you would like advice tailored to your specific needs, please contact a licensed financial advisor, accountant, or tax advisor.

Stocks edged lower in October amid pre-election jitters and solid Q3 earnings reports, while investors kept a close eye on economic data pointing to a potential "soft landing." #Elections2024 #StockMarket #CorporateEarnings https://lnkd.in/gwtwPDYb

One of our portfolio managers, Tess Severin Butler, JD, explains how our disciplined investment philosophy helps us prioritize growth while managing risk in our clients' portfolios. Severin Investments is an investment adviser registered with the U.S. Securities & Exchange Commission. This video is for educational purposes only. It is not a recommendation to buy or sell a security or product nor does it constitute financial advice. If you would like advice tailored to your specific needs, please contact a licensed financial advisor.

Stocks edged lower in October amid pre-election jitters and solid Q3 earnings reports, while investors kept a close eye on economic data pointing to a potential "soft landing." #Elections2024 #StockMarket #CorporateEarnings https://lnkd.in/gZBvbvjk

Though cryptocurrencies are increasingly gaining legitimacy as an asset class, they remain highly volatile and extremely speculative. Tess Severin Butler explains how a portfolio manager can help investors benefit from the rise of cryptocurrencies without taking on all of the volatility and risk. This video contains references to specific companies, securities, and cryptocurrencies. Severin Investments may take positions for its clients in some of these assets from time to time. At the time of this video, Severin Investments does not take positions in any cryptocurrencies or trade any crypto currency ETFs on behalf of its clients. This video is for educational purposes only and it is not a recommendation to buy or sell any security or asset discussed. If you would like advice tailored to your specific needs, please contact a licensed financial advisor.