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Market Updates

Markets Advance on Early Earnings Strength and Solid Economic Data
July 21, 2025

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Markets Advance on Early Earnings Strength

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Markets Take a Breather After Hitting Record Levels
July 14, 2025

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Markets Take a Breather After Hitting Record Levels:

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Equity Markets Extend Gains on Strong Jobs Data
July 7, 2025

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Equity Markets Extend Gains on Strong Jobs Data

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S&P 500 Climbs to Record on Falling Oil Prices, Easing Trade Tensions
June 30, 2025

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S&P 500 Climbs to Record on Falling Oil Prices:

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Markets Close Lower Amid Rising Geopolitical Tensions
June 23, 2025

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Rising Middle East Tensions and Fed Decision: Why is this happening?

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Markets Close Lower Amid Rising Geopolitical Tensions
June 16, 2025

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Markets Close Lower Amid Rising Geopolitical Tensions:

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Markets Rally as Strong Jobs Report Closes Out the Week
June 9, 2025

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Markets Rally as Strong Jobs Report Closes Out the Week

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U.S. Equity Markets End Week Higher, Capping a Strong May
June 2, 2025

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U.S. Equity Markets End Week Higher, Capping a Strong May

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From Our Chairman

Worth The Moolah: A Mid-Summer Classic
July 24, 2025

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Worth The Moolah: A Mid-Summer Classic

Worth The Moolah: A Mid-Summer Classic

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The Lakers!
July 16, 2025

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The Lakers: Key Takeaways from Their Season and What It Means for Fans

The Lakers!

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Trump’s Big Beautiful Bill: A Summary
July 8, 2025

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Trump’s Big Beautiful Bill: A Summary

Trump’s Big Beautiful Bill: A Summary

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Overpaying Your Debts?  Why?
July 7, 2025

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Learn Why You are Overpaying Your Debts:

Overpaying Your Debts? Why?

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Slowing Metabolism
June 25, 2025

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Understanding Slowing Metabolism: Why It Happens and How to Manage It

Slowing Metabolism

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Big Red Bucket Theory
June 17, 2025

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The Big Red Bucket Theory: Understanding How to Fund and Sustain Your Retirement

The Big Red Bucket Theory

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Newton’s Law of Finance
June 11, 2025

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Newton’s Law of Finance

Newton's Law of Finance

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And That is The Markets (If You Can't Handle the Heat)
June 4, 2025

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And That is The Markets (If You Can't Handle the Heat)

And That is The Markets (If You Can't Handle the Heat)

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All Articles

Elon The $1 Trillion Dollar Man
June 18, 2026

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Elon The $1 Trillion Dollar Man

Elon The $1 Trillion Dollar Man

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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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