The Blog

Weekly insights on the markets, economy, and financial planning

Stocks advanced over the short trading week, bolstered by a possible trade deal with the European Union.

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Recent Articles

News cycles have been dominated by concerns over Big Tech's earnings, trade tensions, and a potential economic slowdown in 2025.
In recent years, the Federal Reserve carried out one of the fastest rate-hiking campaigns in history to bring inflation down from a multi-decade high.
Investor concerns over the recent underperformance of technology stocks have raised questions about the broader stock market.
Even after one of the toughest stretches in bond market history, there are still solid opportunities to be found in fixed income.
Our very own Portfolio Manager, Tim Garcia-Prats, has earned the prestigious Certified Investment Management Analyst® (CIMA®) designation!
Stocks posted modest losses last week as tariff deals, January jobs data, and Q4 corporate reports injected volatility into markets.
The Social Security Fairness Act has officially been signed into law, marking one of the biggest changes to Social Security in over 40 years.
One period offering perspective on this tariffs issue is President Trump’s first term in office, beginning in 2017.
Stocks traded higher to start 2025, but there was a change in market leadership as the rally broadened and value stocks outperformed growth.
It’s hard to overstate how much the markets were caught off guard by Monday’s news related to the success of a new AI startup (DeepSeek) based in China.
A former IBM Chairman famously said, “I think there is a world market for about five computers.” How wrong he was.
The S&P 500 has rallied +50% since the start of 2023 and more than +150% from the COVID pandemic low in March 2020.
Stocks rallied last week as investors reacted positively to a handful of better-than-expected corporate earnings reports and developments out of Washington, D.C.
The start of a new year is a great time to reflect on the past, set goals for the future, and completely tune out predictions from the financial industry.
President Trump’s inauguration marks a significant political shift amid market and economic uncertainty. Here's what we're watching.

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