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Market Updates

Major Stock Indexes Finish Holiday
April 21, 2025

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Major Stock Indexes Finish Holiday-Shortened Week Mixed

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Stocks Rally in Roller Coaster Week
April 14, 2025

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Stocks Rally in Roller Coaster Week

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Tariff Announcement Sends Equity Markets Lower for the Week
April 7, 2025

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Tariff Announcement Sends Equity Markets Lower for the Week

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Equity Markets End Week Lower, Amid Another Wave of Volatile Headlines
March 31, 2025

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Equity Markets End Week Lower: Another Wave of Volatile Headlines:

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Equity Markets End Week Flat, After Fed Hold Rates Steady
March 24, 2025

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Equity Markets End Week Flat, After Fed Hold Rates Steady

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Equity Markets End Week Strong, After S&P 500 Falls into Correction Territory
March 17, 2025

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Equity Markets End Week Strong: S&P 500 Falls into Correction Territory

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S&P 500 Falls for Third Week, Nasdaq Enters Correction Territory as Growth Concerns Rise
March 10, 2025

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S&P 500 Falls for Third Week: Why is this happening?

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S&P 500 & NASDAQ Fall For Second Week as Tariff Threats Escalated
March 3, 2025

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S&P 500 & NASDAQ Fall For Second Week as Tariff Threats Escalate

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From Our Chairman

Your Portfolios are Working Perfectly!
April 16, 2025

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Your Portfolios are Working Perfectly!

Your Portfolios are Working Perfectly!

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Correction About Corrections
April 4, 2025

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Correction About Corrections

Correction About Corrections

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I've Got Someone for You to Meet!
April 2, 2025

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I've Got Someone for You to Meet!

I've Got Someone for You to Meet!

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2 Types of Goals
March 26, 2025

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Beyond the Finish Line: Understanding the Two Types of Goals in Financial Planning:

Loss Aversion: How it Impacts Your Investments

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Accounting vs Budgeting
March 19, 2025

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Accounting vs Budgeting

Accounting vs Budgeting

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Loss Aversion: How it Impacts Your Investments
March 13, 2025

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Loss Aversion: How it Impacts Your Investments

Loss Aversion: How it Impacts Your Investments

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Role Reversal
March 4, 2025

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Role Reversal

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The Markets Simply Don’t Care
February 25, 2025

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The Markets Simply Don’t Care

The Markets Simply Don’t Care

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All Articles

What Are Variable Annuities? What You Need to Know Before You Invest
June 18, 2026

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What Are Variable Annuities? What You Need to Know Before You Invest

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Navigating the Challenges of Inheriting a Business
June 17, 2026

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Navigating the Challenges of Inheriting a Business

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Volatile Week Delivers Small Cap Leadership and a Record SpaceX IPO
June 15, 2026

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Volatile Week Delivers Small Cap Leadership and a Record SpaceX IPO

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The Potential Benefits of Diversifying Your Portfolio
June 12, 2026

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The Potential Benefits of Diversifying Your Portfolio

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June 11, 2026

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Little Bit of Info is A Lot of Bit Dangerous

Little Bit of Info is A Lot of Bit Dangerous

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Financial Steps to Take After the Death of a Spouse
June 11, 2026

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Financial Steps to Take After the Death of a Spouse

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How to Find a Financial Advisor You Can Trust
June 10, 2026

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How to Find a Financial Advisor You Can Trust

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Navigating Retirement in Uncertain Times: Essential Strategies
June 5, 2026

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Navigating Retirement in Uncertain Times: Essential Strategies

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