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Weekly insights on the markets, economy, and financial planning

The goal of Trump accounts is to give children a head start toward retirement savings, along with a government-funded contribution.

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Recent Articles

Stocks traded higher to start 2025, but there was a change in market leadership as the rally broadened and value stocks outperformed growth.
It’s hard to overstate how much the markets were caught off guard by Monday’s news related to the success of a new AI startup (DeepSeek) based in China.
A former IBM Chairman famously said, “I think there is a world market for about five computers.” How wrong he was.
The S&P 500 has rallied +50% since the start of 2023 and more than +150% from the COVID pandemic low in March 2020.
Stocks rallied last week as investors reacted positively to a handful of better-than-expected corporate earnings reports and developments out of Washington, D.C.
The start of a new year is a great time to reflect on the past, set goals for the future, and completely tune out predictions from the financial industry.
President Trump’s inauguration marks a significant political shift amid market and economic uncertainty. Here's what we're watching.
As we approach tax season, it's crucial to stay aware of upcoming deadlines, rules, contribution limits, and strategies.
Please join our Chief Investment Officer, Mike Minter, for our quarterly webinar where we discuss ten relevant market and economic themes heading into the 1st quarter of 2025.
Stocks fell for the second consecutive week as a round of fresh economic data stoked inflationary fears among investors.
The stock market opened the quarter with a slow start in October, but the outcome of the presidential election triggered a broad rally in November.
The start of the year is the perfect time to prioritize both personal and financial well-being, especially after two years of strong market returns and changing economic conditions.
As we entered the new year, stocks edged lower last week despite a powerful end-of-week rally.
What a year it was! From a total solar eclipse, one of the wildest presidential elections in recent history, and record-breaking stock market performance, 2024 was filled with events that sparked conversations, emotions, and reflections.
The S&P 500 avoided a third straight weekly loss, rising 0.7% and bringing its year-to-date gains to 25% with two trading days remaining in 2024.
Here are five important insights that can provide investors with perspective even when the world seems uncertain and other investors fear the worst.
As we approach the end of the year, I want to address a few of the top questions we're getting from clients right now.
Stocks don’t necessarily need a “breather” simply because they’ve risen sharply two years in a row, and history doesn't support this notion.
The past two years have been remarkable for investors, with the S&P 500 posting back-to-back gains of over +20%.
Tech was up, but stocks finished the week mixed, bookending losses around midweek gains as investors digested fresh inflation data.
As a high-income earner, you still have many options to reduce your taxes. In this article we'll discuss some of the most effective tax reduction strategies for high earners.

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