The Blog

Weekly insights on the markets, economy, and financial planning

In Q2, caution gave way to renewed optimism as tensions eased, tariffs had a limited economic impact, and companies posted stronger than expected Q1 earnings.

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2024 began with debates over a “soft” versus “hard” landing as the Fed attempted to stabilize the economy as well as over the sustainability of last year’s market rally.
Stocks posted gains last week to close out the strongest Q1 in five years - as investors digested mixed economic news about consumer confidence.
This might sound a little strange coming from someone who invests other people's money in the stock market, but it's true - Most Stocks Are Bad Investments.
Stocks posted their best week of the year, sparked by news that the dovish Fed decided to keep rates steady and signaled three rate cuts were still possible this year.
The Federal Reserve has been in the headlines a lot lately (an understatement 😉) as analysts try to figure out when policymakers will cut interest rates.
Last week, the National Association of Realtors (NAR) agreed to settle a major lawsuit that will change the way real estate agents get paid.
Stocks fell for the second straight week on inflation concerns despite a report on consumer prices that was initially well received by investors.
The choice to invest in gold, bitcoin, tech stocks, or any other asset should be viewed in the context of a diversified portfolio rather than as a standalone investment.
Stocks were mostly down for the week as investors appeared to take some profits and traders parsed Fed Chair Jerome Powell’s Congressional testimony.
We’re thrilled to share that Financial Synergies Wealth Advisors has been named a Best Place to Work for Financial Advisors in 2024 by InvestmentNews.
With the 2024 presidential election season heating up, there will no doubt be a flurry of daily headlines between now and election day.
Stocks extended their tech-led advance last week as signs of a resilient and still-enthusiastic consumer boosted momentum.
We're in the thick of tax season, so we wanted to provide some additional resources as you prepare to file your 2023 tax return.
The S&P 500 broke the 5,000 level recently for the first time in history as investors embraced euphoria and rallied.
Stocks vaulted to new heights last week on the back of an artificial intelligence (AI) semiconductor company, marking investors’ belief that AI has the potential to transform the U.S. economy.
The number of snowbirds migrating to enjoy warmer temperatures, like Texas and Florida, for the winter continues to grow.
Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates.
It is far more important for investors to build a portfolio and financial plan that they can stick with through good and bad times, rather than a portfolio with the best theoretical returns.
The stock market experienced solid gains last week, concluding the trading week on a positive note, as the S&P 500 topped 5,000.
One great option for combining charitable giving strategies and tax savings goals is a Donor Advised Fund, or DAF.
Stocks pushed higher last week as investors cheered mega-cap tech corporate reports and a better-than-expected employment report.

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