Last Week on Wall Street: The Dow Breaks Out [July 15-2024] – Video

Stocks advanced last week as market leadership shifted amid fresh inflation data and quarterly corporate reports starting to roll in.

Dangers of FOMO

Dangers of FOMO (Fear of Missing Out). Don't let it drive you to make investment decisions you wouldn't normally make.

2nd Quarter 2024 Market and Economic Review

This article recaps the second quarter of 2024, discusses investors’ focus on the Federal Reserve and looks ahead to the remainder of the year.

5 Market Insights for Investors in the Second Half of 2024

As we enter the second half of 2024, it’s helpful to reflect and gain perspective on the major events that have driven markets.

Last Week on Wall Street: Mixed Fed Messages [July 1-2024]

Stocks finished the last week of June and the 2nd quarter of 2024 mixed as investors digested a fresh round of economic data.

Mega Backdoor Roth Conversion: Could it Work for You?

If you're like most people, you'd probably jump at the chance to supercharge your retirement savings in the most tax-advantaged way possible. Well, you could be in luck.

What the Fed’s Outlook Means for Bonds

With inflation beginning to improve, many finally expect the Fed to begin cutting rates by the end of the year.

Last Week on Wall Street: AI Driving [June 24-2024] – Video

Stocks edged higher over the four trading days last week, with the three major averages taking turns leading based on various economic and artificial intelligence (AI) news.

Financial Synergies Ranks High on Inc.’s Best Workplaces for 2024

Financial Synergies Wealth Advisors Ranks Among Highest-Scoring Businesses on Inc. Magazine’s Annual List of Best Workplaces for 2024

Chart of the Month: How Nvidia is Shaping the S&P 500’s Performance

Due to its high index weight and strong return, Nvidia has contributed 33% of the S&P 500 Index’s year-to-date return.

How do Technological Innovations Impact the Stock Market?

history shows that the economy and markets grow over long periods of time due to technological innovation and gains in productivity.

Last Week on Wall Street: Summer Market Gains [June 17-2024] – Video

Stocks notched a solid gain last week, driven by the Fed’s decision, May's inflation report, and Apple’s AI-related news.

Storm Clouds Gathering?

Are storm clouds gathering this summer? There's been a lot of chatter about a pullback. Should investors be worried about a market storm?

Why Have Small-Cap Stocks Struggled?

Small-cap stocks have faced significant challenges in recent years, underperforming compared to their larger counterparts.

Week In Perspective: All Eyes on Jobs [June 10-2024] – Video

Last week closed with a jobs report that underscored the economy's resilience while highlighting the data's mixed nature.

Monthly Market Update: Global Markets Trade Higher After April Sell-Off

The S&P 500 set a new all-time high in May after trading lower in April, as the technology-heavy Nasdaq 100 Index gained +6.2%.

Account Types & Asset Location

Choosing different types of investments is hard enough. Complicating matters further, now you have to decide which types of accounts to invest in.

Week in Perspective: Stocks Sag on Downbeat Indicators [June 3-2024]

Stocks edged lower in the final week of May as fresh news on economic growth and inflation failed to inspire investors.

Cash is Not a Long-Term Investment

In times of market uncertainty, investors often seek the comfort of cash. And while cash obviously plays a crucial role for any investor, it's not a long-term investment.

Inflation Relief?

After months of hot inflation reports, it looks like inflation finally eased slightly in April. Can we breathe a sigh of inflation relief?

Retiring Early? A Few Considerations

Early retirement may seem like a dream come true. However, you need to be well prepared if you want to hang up your hat early.

The Blog

Weekly Market Recap – August Job Growth, Rising Oil Prices & Interest Rates, & Next Week’s Fed Meeting

Subscribe to Our Blog

Recent Articles