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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The year 2022 saw surging interest rates and high inflation - resulting in the worst year for stocks and bonds in decades.
It was a positive first day for the Santa Claus Rally in an otherwise disappointing week for the stock market.
Inflation, interest rates and the Fed have been the driving forces behind the market in 2022. These factors broke a number of trends that have influenced portfolio decisions over the past several decades, creating an uncomfortable investment environment.
The market was up and down this week, and as is often the the case lately, it was primarily driven by commentary from the Fed.
The market was up and down this week, and as is often the the case lately, it was primarily driven by commentary from the Fed.
Whether retirement is years away or right around the corner, asset allocation and risk management will be critical to your success.
I've heard the pronouncement of the 60/40's death many times in my career. And, as usual, the reports of its death are greatly exaggerated.
As the year-end of 2022 approaches, we want to help you spot planning opportunities that are very time-sensitive - check out the Free Guide!
You may worry about the stock market sinking after a recession is officially announced, but markets don't wait for official announcements.
There wasn't much action in the first half of the week coming off the holiday-fueled gains last week, but it got interesting after that.
Perhaps no sector of the economy has been impacted by rising interest rates as much as real estate, but are we heading for a housing recession?
Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan.
Thanksgiving week was another winning one for the stock market amid thinner holiday trading conditions.
The holiday season, especially given the market rebound over the past few weeks, is the perfect time for investors to remember that there is still much to be thankful for amid the uncertainties.
The months are getting colder, but the tech and crypto winter has been in full swing for a while. Now, we understand that markets operate in cycles - this is even more the case for technology stocks which depend not only on the underlying business cycle, but also experience waves of major hype and exuberance.
After months of high inflation and financial unrest, the Internal Revenue Service has released new retirement contribution limits for 2023.
That was some kind of week! There was turmoil (and massive losses) in the cryptocurrency market and a wild midterm election.
As tempting as it may be, investors have to avoid playing the guessing game when it comes to the Fed's next move.
Your home is one of the largest, if not the largest, assets you own. And if you own a home and have a mortgage, homeowner's insurance is almost always required.
October came to an end on Monday and the Dow Jones Industrial Average logged its best monthly performance since 1976 with a gain of 14.0%.

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