The Blog

Weekly insights on the markets, economy, and financial planning

The 10-year Treasury yield climbed above 4.90% this week, its highest level since October 2023, while the 30-year moved above 5.3%.

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Recent Articles

Investors expect the Federal Reserve to start cutting interest rates at its next meeting on September 17th.
Between high contribution limits, tax advantages, and potential employer matching, a 401(k) can be a homerun for your retirement savings.
We are thrilled to announce that Financial Synergies Wealth Advisors has been recognized by the Houston Business Journal as a Top Wealth Management Firm in Houston for 2024.
The Fed is ready for rate cuts. Stocks notched solid gains as dovish comments from Federal Reserve officials boosted the market’s recovery from early August lows.
It's been a wild August for markets - recession fears kicked off the worst selloff since 2022 at the beginning of the month.
Investors need an understanding of the retirement landscape and how they can take action to grow and protect their retirement savings.
The bulls took full control as stocks posted solid gains last week, buoyed by robust economic data and constructive comments from Fed officials.
The equity market’s rise continued into early July, and the index set a new all-time closing high on July 16th, before some turbulence.
In addition to economic and fundamental factors, market technicals may have also worsened the recent pullback, with investors focused on the unwinding of the Japanese carry trade.
Monday was the worst day for the S&P 500 and the Dow in two years. As recession talk grew louder, investors took a “risk off” position.
The market meltdown that occurred just a few days ago seems like a distant memory now. Now for the Cliffs Notes version of what occurred.
Investors moved from large-cap stocks into small caps, with the Russell 2000 outperforming the S&P 500 by over +9%.
Please join me for a discussion of the recent stock market sell-off, where we offer insights, analysis, and historical perspective to keep you informed.
This is just a quick note to let you know the Social Security Administration (SSA) is changing the way you access your online accounts.
The market rotation from large caps, especially technology and artificial intelligence stocks, and into other areas such as small caps, has driven market uncertainty higher.
Stocks had a mixed, see-saw week as disappointing corporate earnings reports unsettled investors who appeared to rotate away from some leading groups in favor of other names.
Election, Rotation, and IT Outage... Oh My. A lot has happened recently. What could all this mean for investors? Let's discuss.
By the end of June, the S&P 500’s +15% return ranked as the 16th strongest first-half return since 1931, can it continue?
Stocks were under pressure last week as investors appeared to rotate out of mega-cap tech stocks and into areas that may benefit from lower interest rates.
There are now signs that stock market performance is broadening beyond large cap-growth into other styles and sectors.
Please join our Chief Investment Officer, Mike Minter, for a quarterly webinar (pre-recorded below) where we discuss ten relevant market and economic themes heading into the 3rd quarter of 2024.

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