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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Recent Articles

Before paying off your child's student loans, you should consider all options, especially if you have any high-interest debt yourself.
There was a time when you'd have a nice pension at the end of your working years. Now, of course, pensions are not as common, though you certainly have more retirement plan options available to you.
Headlines that reinforced a slower growth environment were persistent this week, but just as persistent - or resilient we should say - was the stock market.
In a year like this, when everything seems to be going south, it's tempting to want to get out of the market completely.
We've enclosed our 2nd Quarter 2022 Newsletter where we share our insights on the markets, economy, investing, and financial planning. 
The stock market endured another volatile week that began with three days of selling and ended with a rebound that lifted the S&P 500 off its lowest level in nearly four weeks.
Please find enclosed our quarterly market review and commentary for the 2nd quarter of 2022. We hope you find it helpful.
June is elder abuse awareness month, and I recently watched a presentation from Schwab’s fraud & risk management team on the growing trend of scams against the elderly.
Friday's session put a punctuation point on a comeback week for the stock market. It was a short week, but it was long on big gains for the major indices.
The question at the forefront of many investors' minds is whether the economy can achieve a so-called "soft landing" in the face of high inflation, rising interest rates, Fed rate hikes, geopolitical conflicts, and other challenges.
Central banks were at the center of this week's trading action, and judging by the stock market's weakness, the central banks were anything but supportive.
As I wrote earlier this week, the S&P 500 has officially fallen to bear market levels. Rapid inflation across the economy has affected consumers and businesses, raising questions about spending and corporate profits.
We are living in a time of extreme uncertainty and the anxiety that comes along with it. And even though it can feel like it, it's not different this time.
The first week of June was a short one, but it ended up being long on disappointment as the major indices couldn't build on the prior week's strong gains.
We're celebrating the third year of our summer internship program with three interns! Please join us in welcoming Joshua Brackeen, Michael Guaman, and Colton Owen.

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