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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Spring is an ideal time to clean up your finances, clear out the clutter, and get a jump start on getting your financial house in order.
The stock market didn't experience much up or down price action this week, as the S&P 500 closed pretty close to the week before.
Check out this great graphic illustration of the ins-and-outs of capital gains tax when selling your home.
The U.S. dollar has been in the headlines due to an anticipated pause in Fed policy and concerns over the currency's place in the global financial system.
The stock market had a mixed showing this week. The major indices all registered gains compared to last week's closing levels, but concerns about inflation and Fed policy kept a limit on index performance.
There is an old saying that happiness equals reality minus expectations. This is particularly relevant when it comes to financial planning and investing during times of great uncertainty.
We're hearing the term "systemic risk" all the time again from the financial media as we battle another (much smaller) banking crisis.
Markets started 2023 with strong gains in January, which were primarily driven by a continued decline in widely followed inflation indicators.
It was a strong week, and first quarter, for the stock market. And a nice change from the recent market dips.
In this market environment, investors have had no choice but to balance a number of difficult issues related to the tightening of financial conditions.
With all the recent chaos and uncertainty in the banking world, I thought it would be good to review the topics of FDIC and SIPC coverage, and how your accounts are protected.
This week started, and then ended, on a pretty firm note for the stock market. In between, however, there was a bit of volatility as investors weighed ongoing concerns about the bank industry along with the latest policy move from the Fed.
It's possible you could be in a different tax bracket for 2023 than the last time you reported your taxes, even if your income has not changed.
The banking crisis that began in the U.S. has now spread to Europe. Recent concerns over the solvency of Credit Suisse, Switzerland's second largest "global systemically important bank" (G-SIB), was due in no small part to the runs on U.S. banks.
I want to preface this Week in Review post with a note about the Silicon Valley Bank Collapse, the second-biggest bank failure in US history.
In my opinion, we need a little more consistency of message coming from the Fed. What we sometimes get is very extreme pendulum swings from positive to negative commentary.
According to the latest Census figures, a major shift occurred over the past two decades in which the share of the population under 50 declined, especially among those who are considered to be of prime working age.
The stock market was able to break its losing streak this week despite ongoing concerns about inflation and the Fed raising rates for longer.
We're in a period of slowing US manufacturing and growth, which is not necessarily a bad thing as the Fed tries to tame inflation.
Tax filing always feels a bit tedious, but here are 5 tips for completing your 2022 tax return more efficiently.

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