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Weekly insights on the markets, economy, and financial planning

Stocks may dominate the headlines, but bonds are doing their part in 2025.

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Recent Articles

Stocks fell last week amid concerns about trade with China, following an unsteady rally to record highs over the first half of the week.
Markets carried their strong momentum from Q2 into Q3, with the S&P 500, Nasdaq, and small-cap stocks each hitting new highs.
Stocks advanced last week despite the D.C. shutdown. Discover how the markets reacted amid government uncertainties.
It's Groundhog Day, folks! Washington is back in the headlines as the federal government faces a shutdown if policymakers can't reach a new funding agreement.
Navigating Medicare enrollment is a critical step in planning for your future health care. As the federal health insurance program in the United States, Medicare provides essential coverage for millions.
Stocks fell last week, buffeted by concerns about stock price valuations and a possible government shutdown.
As markets reach new highs and artificial intelligence stocks continue to rally, some investors are asking, "Are we in an AI-driven bubble?"
Stocks posted solid gains last week, propelled by the Fed’s decision to cut short-term interest rates.
Explore High Net Worth Financial Planning: strategies for success that meet the unique needs of wealthy individuals and families.
Explore what the Fed's next move could mean for you. Understand how interest rates affect borrowing, savings, and investments.
Stocks posted a solid gain last week, riding a rally in mega-cap tech stocks while overcoming interest rate anxiety, a downward revision to jobs data, and mixed inflation reports.
A small handful of companies are responsible for almost all the market's wealth creation.
Often referred to as the "September Effect," this is when the stock market tends to perform worse in September compared to any other month of the year.
Stocks trade higher as Federal Reserve signals rate cut, boosting the S&P 500 Index and various market sectors.
Stocks ended the week slightly lower as mixed economic data led to some profit-taking by investors ahead of the holiday weekend.
Fed Chair Jerome Powell's recent speech at the Fed's annual Jackson Hole conference reinforced that an interest rate cut in September is likely.
In July, Congress passed what may go down as the most consequential tax legislation in a generation: the One Big Beautiful Bill (OBBB). Don’t let the name fool you. Behind it lies a complex set of tax, estate, education, and retirement changes that demand attention from high-net-worth investors.
Stocks were mixed last week despite a powerful Friday rally sparked by Federal Reserve Chair Jerome Powell.
Clients often ask us: “Should I pay off my mortgage early, or put that money to work in the market?”
Many people spend years preparing for retirement by saving and investing, but planning shouldn’t stop once the paychecks do.
Stocks rose last week despite mixed signals on inflation as investors kept one eye on the Fed’s September meeting.

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