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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Sorry for the tardiness on this, I was short on time Friday 😁. Last holiday-shortened week was another losing one for the stock market.
It may feel like déjà vu as inflation and the Fed dominate market headlines on a day-to-day basis. After all, the numerous market swings last year were driven by ever-changing expectations around the Fed.
How important is identity theft insurance? In 2021 alone, the FTC received 1.4 million reports of identity theft in the US.
Net Unrealized Appreciation can be a powerful financial and tax planning strategy if executed properly, but you may want professional advice.
Despite the constant drumbeat of negativity in the financial media, things are looking up in the market and the economy.
The stock market lost some ground this week as there was a sense that the market was due for a period of consolidation on the back of rate-hike and valuation concerns.
While major stock market indices have rallied this year, investors continue to receive mixed signals from the economy.
In the ever-changing world of taxes, it's always helpful to have a cheat sheet. And it is tax planning season, so we put together a simple guide to 2023 Important Tax Numbers.
The week got started on a softer note as investors took some money off the table following a strong showing this month, but ultimately stocks continued rising.
Yes, markets can turn on a dime. What we've experienced thus far in 2023 has been a perfect example of this.
Layoff announcements are ramping up as companies adjust to slowing sales and profitability.
The January rally did not slow down this week as investors digested a slate of market-moving earnings results and data releases.
The bear market in bonds last year was a shock to markets and raised questions around the role of fixed income securities in portfolios.
The 2023 broad market rally hit an air pocket this week, but the Nasdaq still reigns supreme this year as tech names outperform.
It was an up-and-down year for markets—in the end, one with more down than up. The world gave financial markets a lot to process.
We’ve enclosed our 4th Quarter 2022 Newsletter where we share our insights on the markets, economy, investing, and financial planning.
I'm pleased to report the stock market has started 2023 on a decidedly strong note. This week looked a lot like last week with the main indices logging decent gains on the basis that the Fed won't have to raise rates as much as feared, and that the U.S. economy may see a "soft landing" after all.
In the final days of 2022, Congress passed a new set of retirement rules, known as SECURE Act 2.0, designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.
2022 was the most challenging year for investors since the Financial Crisis of 2008. Here are 5 Key Insights To Guide Us In 2023.
The stock market was able to close out the first week of 2023 with decent gains thanks to a rally effort on Friday.

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