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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Stocks ended the week roughly where they began as investors digested a mixed set of new economic data.
While oil has fallen considerably from its peak in 2022, it has also rebounded over the last few months.
As long as Americans still spend on things like cars, houses, birthdays, and trips abroad, they create a significant tailwind against recession risks.
If you’ve ever flicked over to a financial news channel, you’ve probably heard the term “the Fed.” But who, or what, exactly is the Fed?
Interest rates have swung wildly over the past two years in response to inflation, economic concerns, and market volatility.
Stocks open in positive territory for September as falling bond yields–spurred by weak economic data–helped lift stocks to weekly gains.
A fundamental key to success is simply to start saving early, stay invested, and remain focused on long-term financial goals.
Stocks fluctuated last week, jostled by fitful bond yields and headline news, before ending strongly following Fed Chair Powell’s comments on the monetary outlook.
Join us in congratulating Dane Spencer on officially becoming a CERTIFIED FINANCIAL PLANNER™ professional!
No matter whether you're downsizing or upsizing in retirement, the key is to plan early and plan carefully.
Financial markets have pulled back in recent weeks due to factors such as rising interest rates and uncertainty in China.
Stocks extended their August declines last week as higher yields and weak economic data out of China soured investor sentiment.
As the summer season draws to a close and a new academic year looms ahead, it becomes crucial for parents with college-bound children to prioritize financial literacy.
Managing your money can be a daunting task. You may not even know where to start when it comes to building and protecting wealth.
A wealth manager can help you develop a comprehensive financial plan that considers all aspects of your finances, including retirement planning, investment management, risk management, estate planning, tax planning, company benefits analysis, and more.
Many Americans are deciding to retire earlier than initially planned, whether by choice or because of other circumstances.
Positive inflation reports failed to lift stocks from their August doldrums last week as economic data and a ratings downgrade soured investor sentiment.
Healthy personal savings rates have helped to cushion consumer finances, although too much is bad for the economy.
We are pleased to announce that we have been selected to Financial Advisor Magazine's list of America's Top RIAs for 2023.
Rising yields continued to pressure stocks in the wake of a surprise rating downgrade of U.S. government debt by a major credit rating agency.
On August 1, Fitch, a credit ratings agency, downgraded the U.S. debt from AAA (the highest rating) to AA+. Does it matter?

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