Beyond the S&P 500: Opportunities for Diversification
While the S&P 500 and Dow remain important benchmarks, investors should consider the benefits of diversifying across many other parts of the market, including smaller companies and international stocks.
U.S. Credit Downgrade: Hype vs. Reality
As a follow-up to one of my recent articles on this topic, one of the world’s top credit rating agencies recently made a move no one wanted to see, and the financial media took notice.
Last Week on Wall Street: Markets Cringe At Returned Tariff Talk [May 27-2025]
Stocks moved lower last week as fiscal fears and fresh tariff threats loomed over market sentiment.
Missing Just ONE Day in the Market Can Derail Your Year [Video]
In the world of investing, sometimes all it takes is one day to make a significant difference in your portfolio’s performance.
Debt, Deficits, and the Moody’s Downgrade
Moody’s recent downgrade of the U.S. credit rating marks an official end to the country’s top-tier debt status.
Last Week on Wall Street: U.S.-China Tariff Truce? [May. 19-2025]
Stocks roared higher last week, powered by upbeat trade news and tame inflation reports. The S&P 500 is now positive for the year.
What the GDP Receipt Doesn’t Show
Explore what the GDP receipt does not show about the economy. Understand the nuances behind the latest GDP report.
Special Update: What U.S.-China Trade Progress Means for Investors
The recent trade announcement between the U.S. and China reverses many of the tariffs that rattled financial markets beginning in April.
Last Week on Wall Street: Fed Talk Calms Volatility [May. 12-2025]
Stocks were mixed last week as volatility dropped despite ongoing trade concerns and the Federal Reserve’s update on short-term rates.
Monthly Market Update: Rising Policy Uncertainty Leads to Increased Market Volatility
Explore how rising policy uncertainty leads to increased market volatility in the latest Monthly Market Update.
Lessons from Warren Buffett for Today’s Investors
Find out how lessons from Warren Buffett for today’s investors can guide your financial journey with patience and long-term vision.
Last Week on Wall Street: Longest Winning Streak in 20 Years [May 5-2025]
Last week on Wall Street marked the longest winning streak in 20 years. Discover how trade comments and reports fueled growth.
Top Client Questions: Negative Q1 GDP and Recession Concerns
Explore top client questions about negative Q1 GDP and recession concerns, and understand the economic impact of tariffs.
Last Week on Wall Street: Positive Trade Talk Spurs Market Rally [Apr. 28-2025] – Video
Stocks pushed higher last week, spurred by the White House’s reassuring comments that progress was being made with trade talks.
Is The Market Recovery Here? Historical Perspective.
Over the past two months, markets have fallen sharply. However, we’ve also seen a significant recovery over the past few weeks.
