Blog Archives

Planning for Rising Health Care Costs and the Role of HSAs

Learn how to effectively plan for rising health care costs and explore the role of HSAs in safeguarding your future.

Last Week on Wall Street: Conflict Escalation; Fed Holds Steady [June 23-2025]

Stocks were mixed during the holiday-shortened trading week as uncertainty over conflict in the Middle East weighed on investors.

War in the Middle East: Now What for Investors?

There's a war raging between Israel and Iran, and I hope and pray for a speedy resolution. What does this mean for investors?

Chart of the Month | Corporate Earnings Off to a Solid Start in 2025

With Q2 earnings season starting in mid-July, it’s a good time to see how companies performed in Q1.

Last Week on Wall Street: Attention Turns to Trade and Oil [June 16-2025]

Stocks fell last week as an up-and-down mix of trade progress and anxiety, economic news, and geopolitical tensions netted out.

College Planning: Key Financial Considerations

The investment in higher education represents not only substantial costs but also a complex decision about future career prospects, quality of life, and financial independence.

A Weakening Dollar: Should You Worry?

The dollar has weakened in recent months amid trade and economic uncertainty, declining against a basket of major currencies to its lowest level in three years.

Last Week on Wall Street: Trade Tension Down, Economy Up [June 9-2025]

Stocks rallied last week as investors responded to upbeat economic data and easing trade tensions.

Monthly Market Update: Reflecting on YTD Market Volatility & Recovery

After a nearly 20% decline from late February to early April, the S&P 500 has rebounded and is within 4% of its all-time high.

Last Week on Wall Street: Markets Cheer U.S/.E.U. Trade Talks [June 2-2025]

Stocks advanced over the short trading week, bolstered by a possible trade deal with the European Union.

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.

Financial Synergies Completes 20-Year Internal Succession, Names Eight New Partners

As many of you already know, we’ve recently completed a carefully designed internal succession plan—one more than 20 years in the making.

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Trump Accounts: A New Way to Save for Children

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