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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U.S. midterm elections take place on November 8 amid significant market, economic, and geopolitical uncertainty.
It was, generally speaking, a very strong week for the stock market. The S&P 500 added 4%, The Dow rose 5.7%, and the Nasdaq Composite advanced 2.2%.
In a year like 2022, where there's been virtually nothing positive to talk about from an investing perspective, we try to make the best of a bad situation. One silver lining in a down market is the potential for tax-loss harvesting.
When it comes to the trajectory of the stock market in the long run, profits matter most. It's no secret that this year has been characterized by market and economic uncertainty due to inflation, the Fed, geopolitics, and more.
The Social Security Administration recently announced that benefits for retirees will increase by 8.7% beginning in 2023. This is the largest single year COLA increase in over 40 years.
The stock market had a strong week delivering much needed gains that saw the S&P 500, Dow, and Nasdaq register returns of 4.7%, 4.9%, and 5.2%, respectively.
We’ve enclosed our 3rd Quarter 2022 Newsletter where we share our insights on the markets, economy, investing, and financial planning.
The challenges of persistently high inflation and slowing growth have continued to impact the expectations of both investors and policymakers.
It was quite a week for the capital markets. It was also a losing week for the S&P 500 despite a 2.6% gain on Thursday following the September CPI report.
Medicare’s Open Enrollment Period begins on October 15, and you may be asking, "Should I Change My Medicare Coverage During 2022 Open Enrollment?"
A pullback in Treasury yields from last Friday's closing levels helped fuel upside momentum in the beginning of the week.
As counterintuitive as it sounds, when consumer confidence plummets it is usually a good sign for investors and the stock market.
3rd Quarter 2022 Market Review: Hawkish Fed and growing geopolitical risks offset a likely peak in inflation to pressure stocks last quarter.
Good riddance September. It was not nice knowing you, which is often the case for the stock market in September. This year, though, you were particularly awful.
The Centers for Medicare & Medicaid Services (CMS) recently announced the 2023 premium amounts for Medicare Part B.
The year 2022 is shaping up to be one for the record books, and unfortunately not in a good way. But all is not lost, and we're going to discuss how to keep bear markets in perspective.
It’s almost Election Day in the US once again. For those who need a brief civics refresher, every two years the full US House of Representatives and one-third of the Senate are up for reelection.
The stock market is adjusting to a new chapter in the inflation story that could keep Fed policy rates higher for longer.
*Sorry for the delayed release on this. The stock market started last week on an upbeat note. Market participants had a rosy outlook for the future having latched onto the peak inflation, peak hawkishness, and soft-landing narratives.
Yesterday was a brutal day for stocks and bonds. The upside to challenging market environments like these is that they remind us that holding the line and staying invested are critical to long-term investment success.
The new Inflation Reduction Act is a big enchilada of green energy spending, corporate taxes, and some pretty major changes to Medicare.

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