Blog Archives

Retirement Planning: Social Security COLA and Portfolio Positioning

For retirees and those approaching retirement age, there is no goal more important than ensuring their savings will support a long retirement.

Last Week on Wall Street: Happy Q3 Results in Upbeat Market [Oct. 27-2025]

Stocks rose last week thanks to a full slate of upbeat third-quarter corporate results and mild inflation data, which helped soften concerns over trade tensions with China.

Chart of the Month | Consumers Are Optimistic About the Market, But Cautious on Economy

Recent consumer survey data has revealed a widening gap between how consumers view the stock market and the economy.

Last Week on Wall Street: Stocks Boost on Strong Q3 Results

Stocks pushed higher last week, buoyed by strong third-quarter results posted by several money center banks.

Quarterly Webinar: Q4 2025 Market and Economic Themes

Please join our Chief Investment Officer, Mike Minter, for our quarterly webinar where we discuss ten relevant market and economic themes heading into the 4th quarter of 2025.

Are You Holding Too Much Cash?

Of course, there's always a place for the greenback in investment portfolios, but are you holding too much cash?

Last Week on Wall Street: Trade Concerns Hit Stocks [Oct. 13-2025]

Stocks fell last week amid concerns about trade with China, following an unsteady rally to record highs over the first half of the week.

3rd Quarter 2025 Market and Economic Review

Markets carried their strong momentum from Q2 into Q3, with the S&P 500, Nasdaq, and small-cap stocks each hitting new highs.

Last Week on Wall Street: Stocks Advance, Despite D.C. Shutdown [Oct. 6-2025]

Stocks advanced last week despite the D.C. shutdown. Discover how the markets reacted amid government uncertainties.

Yep, Another Government Shutdown

It's Groundhog Day, folks! Washington is back in the headlines as the federal government faces a shutdown if policymakers can't reach a new funding agreement.

Medicare Enrollment: A Simple Guide and Key Info

Navigating Medicare enrollment is a critical step in planning for your future health care. As the federal health insurance program in the United States, Medicare provides essential coverage for millions.

Last Week on Wall Street: Stocks React to Powell Comments [Sep. 29-2025]

Stocks fell last week, buffeted by concerns about stock price valuations and a possible government shutdown.

Are We in an AI-Driven Bubble?

As markets reach new highs and artificial intelligence stocks continue to rally, some investors are asking, "Are we in an AI-driven bubble?"

Last Week on Wall Street: Fed Cuts Interest Rates [Sep. 22-2025]

Stocks posted solid gains last week, propelled by the Fed’s decision to cut short-term interest rates.

High Net Worth Financial Planning: Strategies for Success

Explore High Net Worth Financial Planning: strategies for success that meet the unique needs of wealthy individuals and families.

What the Fed’s Next Move Could Mean for You

Explore what the Fed's next move could mean for you. Understand how interest rates affect borrowing, savings, and investments.

Last Week on Wall Street: Stocks Rise Ahead of Big Fed Meeting [Sep. 15-2025]

Stocks posted a solid gain last week, riding a rally in mega-cap tech stocks while overcoming interest rate anxiety, a downward revision to jobs data, and mixed inflation reports.

Individual Stock Risk: What the Research Shows

A small handful of companies are responsible for almost all the market's wealth creation.

Monthly Market Update: Stocks Trade Higher as Federal Reserve Signals Rate Cut

Stocks trade higher as Federal Reserve signals rate cut, boosting the S&P 500 Index and various market sectors.

Last Week on Wall Street: A Pullback Ahead of Holiday Weekend [Sep. 2-2025]

Stocks ended the week slightly lower as mixed economic data led to some profit-taking by investors ahead of the holiday weekend.

Fed Rate Cuts: What is the Bond Market Signaling?

Fed Chair Jerome Powell's recent speech at the Fed's annual Jackson Hole conference reinforced that an interest rate cut in September is likely.

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