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Kavar Commentary

Market Updates

Market Update – March 4, 2025

US markets have been rattled by renewed volatility centered on tariffs taking effect this week on Canada, Mexico and China and the subsequent economic uncertainty.  The S&P 500 has declined -6% from its February 20th highs in the past two weeks and is now...
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2025 Investment Outlook – January 31st, 2025

Market Outlook Summary Last year, we encouraged investors to avoid a risk-off approach despite the strong market performance in 2023, as the outlook supported another positive year in 2024. While the S&P 500 surpassed even our optimistic expectations, many areas of global markets delivered...
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Inflection Points

Open Enrollment & Medicare Part D

Medicare Open Enrollment Fall has officially arrived! This means crisp air, leaves turning and Medicare Open Enrollment. The Medicare Open Enrollment period began on October 15th and lasts until December 15th. During this period, you may make certain changes, although most are not necessary...
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New 529 Planning Opportunity

Entering the New Year comes with changes that can benefit 529 plan beneficiaries that were not previously available.  SECURE 2.0 Act, which was passed by Congress in late 2022, incorporated over 90 provisions, with the 529 plan to Roth IRA rollover being one of...
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Disclaimer: The views and graphics expressed herein are those of Kavar Capital Partners, LLC and are subject to change at any time based on market and other conditions, as are statements of financial market trends, which are based on current market conditions. This information should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Past performance does not ensure future results.

This piece contains forward-looking statements, predictions and forecasts (“forward-looking statements”) concerning our beliefs and opinions in respect of the future. Forward-looking statements necessarily involve risks and uncertainties, and undue reliance should not be placed on them. There can be no assurance that forward-looking statements will prove to be accurate, and actual results and future events could differ materially from those anticipated in such statements. 

Charts and graphs have limitations, are for illustrative purposes only, and are not intended for use in selecting securities. Articles do not necessarily reflect the investment position or the strategies of our firm. Kavar Capital Partners, LLC’s web site is meant for the education and enjoyment of those who choose to use it. The use of our website does not create an adviser-client relationship.

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This web site includes links to third party sites. These links are provided solely as a user service and should not be viewed as an endorsement of another web site or company. We are not responsible for the content or its accuracy on any such third party web site. If you choose to visit other web sites, you do so at your own risk.