Research - Soaring Capital Management, LLC

Market Turmoil and Tariff Shock: Navigating Trump’s 2025 Trade Policy

Leave a Comment / Research / Brian F. Moss, CFA

President Trump’s aggressive new tariff plan has roiled global markets and sparked fears of stagflation. This timely update from Brian F. Moss, CFA, analyzes the structure and consequences of the 2025 “Liberation Day” tariffs, how markets are reacting, and what it all means for your investments. Discover how portfolio diversification, defensive positioning, and a long-term perspective can guide smart investing in turbulent times.

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Discover how to invest in private equity like Ivy League endowments, now available at up to 20% discounts. Learn about superior returns, new fund structures, and unique market opportunities.

Investing in Private Equity at a 20% Discount

Leave a Comment / Research / Brian F. Moss, CFA

Discover how to invest in private equity like Ivy League endowments, now available at up to 20% discounts. Learn about superior returns, new fund structures, and unique market opportunities.

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Countdown to 2024. Your Year end Financial Checklist and Action Plan-tax saving, Retirement Planning

10 Proven Moves to Boost Your Finances Before 2024 Hits!

Leave a Comment / Research / Brian F. Moss, CFA

Conquer the year-end financial rush with this actionable checklist! Learn tax-saving strategies, investment moves, retirement planning tips, and more to set yourself up for a successful 2024.

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Structured Notes for Protection, Income and Growth

Elevating Your Investment Strategy with Structured investments

Leave a Comment / Research / Brian F. Moss, CFA

In this guide, we explore the world of structured notes, shedding light on these dynamic investment instruments that can truly elevate your wealth strategy.

Structured notes offer a unique blend of growth potential and risk mitigation, making them a valuable addition to any investor’s portfolio. Whether you are seeking higher income, principal protection, or enhanced returns, structured notes can be tailored to meet your specific financial goals.

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Opportunities in Class A Office Real Estate?

Leave a Comment / Research / Brian F. Moss, CFA

This article provides an inside look at the state of office real estate.

We visit four large Class A buildings in Cincinnati and Houston and speak with leasing teams and building management to find out what is really happening in this sector.

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Frozen Piggy Bank symbolizing the banking crisis.

Important Implications of the Banking Crisis [Report]

Leave a Comment / Research / Brian F. Moss, CFA

Implications and opportunities surrounding the current banking crisis. This report addresses:

The root causes of the failure of Silicon Valley Bank.
The fragility of the banking system. The impact of social media.
How to protect and prosper through this crisis.

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How To Read Today’s Economic Tea Leaves

1 Comment / Research / Brian F. Moss, CFA

Investing can be equated to reading tea leaves – It is hard to predict the future. This is especially true when trying to determine the macro direction of economies and in turn financial markets.

This research note provides a road map to help investors profit from today’s market action.

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How to Make Money in a Down Market

Leave a Comment / Research / Brian F. Moss, CFA

By investing with facts over emotions I was able to make over $8,000 when the market was down nearly 20 percent.

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Profiting from Inflation, Volatility and Uncertainty

3 Comments / Research / Brian F. Moss, CFA

A guide to seven insightful ways to profit from inflation, volatility and uncertainty in the current market environment.

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Five Key Considerations when choosing a firm to hire to manage your finances

Broker versus Advisor – Five Key Distinctions

Research / Brian F. Moss, CFA

This article explores five important distinctions between a broker versus a fiduciary registered investment advisor. It covers the differences in fiduciary standards, compensation structures, conflicts of interests, investment costs, asset protection and the range of investment options and ideas.

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