The Monthly Bugle Newsletter - Issue #16
- 13 minutes ago
- 4 min read
War With Iran
Rising Oil Prices Bring Market Volatility
The US war with Iran has entered its second week, and President Trump has warned that the fighting is only beginning. While markets were initially slow to react to the conflict, oil prices have been steadily rising as the days wear on; crude oil prices passed $100 a barrel for the first time since 2022. With the Straight of Hormuz effectively closed, oil reserves are filling up and companies are being forced to cut production. About 20% of the world’s oil production is exported through the Straight (CNBC).
The Dow tumbled 800 points March 9th when the market opened, likely as a result of rising oil prices and the threat of a longer-than-anticipated war (Yahoo Finance). Neither the US nor Iran seems to be backing down and investors are realizing they may have to hunker down and ride it out.
But with each new headline that comes out, the markets jump and dip. That’s why at Reveille we use on our Rules Based Investment Discipline to guide us in times of increased volatility. Instead of watching the headlines, we can trust our process to help us reduce risk and avoid making emotional decisions. Learn more about RBID here.
A Note About Tax Season From Joe Perdue
While we wait for our final tax documents to be delivered so that we can file our 2025 return by April 15, we should acknowledge that most effective tax strategies happen long before tax season begins. Shifting from a reactive "filing" mindset to a proactive "planning" approach allows for optimizations that simply aren't possible once the calendar year closes. By evaluating items like Roth conversions, tax-loss harvesting, or strategic charitable giving now, you can influence your final numbers rather than just reporting them. At Reveille Wealth Management, we believe tax efficiency is a year-round discipline that directly impacts your long-term net return. Our goal is to ensure your investment strategy and tax liability are working in harmony, not in isolation. We encourage you to reach out this month to begin mapping out your 2026 tax-saving opportunities.
In Case You Missed It:
New Podcast Episode
The newest episode of Reveille’s Bugle Notes podcast is out now on our YouTube channel! Chad, Michael, and Stephen discuss Andrew Ross Sorkin’s newest book 1929. Could a crash of a similar scale happen today? Tune in to find out!
Blue Owl Update
In a recent YouTube video, Managing Partner Stephen Wietzel brings another update on Blue Owl and the private credit market. There have been some red flags recently - what could that mean for US stocks? Watch now on our channel.
Weekly Live Show
Tune in on Thursdays at 10 AM to The Million Dollar Question, Reveille’s weekly show on StockMarketTV! Every week, Stephen Weitzel covers a different financial topic to help keep you informed. Click here to watch all previous episodes.
From Our Social Media:
Follow us @reveillewealth to keep up to date on all things Reveille!
Around The Office
Book Drive For Children Read Atlanta
Reveille’s Peachtree City office is hosting a children’s book drive! Until March 13, we’re collecting gently used and new books. Drop off your books any time during our business hours of 8:30am - 5pm.
All books with be donated to Children Read Atlanta, a nonprofit organization that provides free books to children in the Atlanta area. Not in Peachtree City? You can still donate new books via CRA’s Amazon Wishlist, linked here!
To learn more about Children Read Atlanta, visit their website at www. childrenreadatlanta.org.
Marci Smith Passes Series 66 Exam
Please join us in congratulating Marci Smith on passing her Series 66 examination! This rigorous exam covers investment advice, financial planning principles, and ethical responsibilities Marci’s achievement reflects her dedication to professional growth and her commitment to delivering knowledgeable, high-quality service to our clients. We are very proud to celebrate this milestone and grateful to have her as part of the Reveille team!
Another Ex-CEP-tional Morning In Ocala
In February, our Ocala office was honored to sponsor the Chamber & Economic Partnership’s Exceptional Morning Breakfast. This event brings together business leaders from across Marion County to foster connection and economic growth. Kathleen Intelisano had the privilege of addressing attendees, sharing insights and perspective on behavioral finance. We truly appreciate being part of such a vibrant and collaborative business community!
Outdoor Valor Gala In Marion County
Our Ocala and Villages office was honored to sponsor the 10-Year Anniversary Celebration for Outdoor Valor at the end of February! The 1920's theme made for a truly unforgettable evening — but the real highlight was celebrating a decade of impact, service, and support for our veterans.
Outdoor Valor is a non-profit organization that supports veterans with PTSD and depression through outdoor experiences, peer-to-peer connection, and holistic care. To learn more about Outdoor Valor and their mission, visit their website at www.outdoorvalor.org.
Any opinions are those of Reveille Wealth Management and not necessarily those of Raymond James. Investing involves risk and you may incur a profit or loss regardless of strategy selected.
The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance.
This is not a recommendation to purchase or sell the stocks of the companies mentioned.
The information contained within this commercial email has been obtained from sources considered reliable, but we do not guarantee the foregoing material is accurate or complete.
Investing in commodities is speculative due to high potential for loss. Markets are volatile, with sharp price fluctuations even during overall price increases.
Raymond James is not affiliated with any other organization mentioned.
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