Market Updates
Markets Rise with Mixed Economic Data
Markets rise with mixed economic data. Learn more in our weekly market update.
READ MORE...Equities Fall to End the First Half of 2022
Global equity markets fell to end the first half of 2022. Learn more in our weekly market commentary.
READ MORE...Markets Rise on Slowing Economic Data
All S&P 500 sectors besides Energy posted positive returns last week. Learn more in our weekly market commentary.
READ MORE...The Fed Accelerates its Interest Rate Hikes
The fed accelerates its interest rate hikes in the most recent meeting from the Federal Reserve. Learn more in our weekly market commentary.
READ MORE...Inflation and Sentiment Continue to Put Pressure on Stocks
Inflation and sentiment continue to put pressure on stocks. Learn more about what's happening in the market with our weekly market commentary.
READ MORE...Markets Retreat as Key Inflation Report Looms
Markets retreat as key inflation report looms. Learn more in our weekly market commentary.
READ MORE...Another Choppy Week Headlined by Retailer Earnings
Retailer earnings headline another choppy week. Learn more about what is happening in the market with our weekly market commentary.
READ MORE...From Our Chairman
I Am Starting to Check My Portfolio Again
I Am Starting to Check My Portfolio Again - why this may be a good sign and what it means for the year ahead.
READ MORE...Interest in Interest Rates
Interest in interest rates - where are interest rates headed over the next few months? It depends on inflation and the economy.
READ MORE...Cool Little New Strategy, Courtesy of Secure Act 2.0
Cool Little New Strategy, Courtesy of Secure Act 2.0 - learn how the new Secure Act changes impact 529s and how it may benefit you.
READ MORE...Date The Rate
Date the rate - the mortgage rate that is. When interest rates are high, there are other options for getting into the house of your dreams.
READ MORE...2022 Marked the Worst Bond Year……
2022 Marked the Worst Bond Year…… ever? What does that mean for your portfolio?
READ MORE...Crypto-Told-You-So: From Boom to Bust
Here's a crypto-told-you-so, and it's no surprise that I'm not a fan of crypto in general. It's more of a speculation than an investment, so buyer beware.
READ MORE...Great News: Last Year Was a Terrible Year in The Markets!
Great News: Last Year Was a Terrible Year in The Markets! Why a bad year in the markets can be a good thing in in the long run.
READ MORE...Secure Act 2.0: Key Changes
Secure Act 2.0: Key Changes - Learn what changes are happening to the new Secure Act and how they may impact your retirement.
READ MORE...