Week In Perspective: Stocks Retreat Despite Solid Earnings [Oct 20-23] (Video Included)

Rising bond yields and uncertainty over whether this was the close of the Fed’s rate-hike cycle dragged markets lower last week despite solid corporate earnings results.

Social Security & Medicare Changes for 2024

The Social Security Administration recently announced that benefits for 2024 will increase by 3.2%. This is a noticeable change from the 8.7% increase seen in 2023. It marked one of the largest increases in nearly 40 years.

Week In Perspective: Turmoil In Middle East, Inflation Concerns [Oct 16-23] (Video Included)

Stocks ended mixed last week amid the outbreak of hostilities in the Middle East and higher-than-expected inflation data.

[Video] 3rd Quarter 2023 Market & Economic Commentary

[Video] Please join our Chief Investment Officer, Mike Minter, for a discussion and analysis of the 3rd Quarter of 2023.

3rd Quarter 2023 Market Review and Commentary

Our quarterly market review and commentary - 3rd Quarter of 2023, discussing and analyzing the markets and economy in the 3rd Quarter.

Week In Perspective: Stocks Rally | Strong Jobs Report [Oct 9-23] (Video Included)

Stocks rallied on Friday after a stronger employment report than Wall Street expected. Treasury yields spiked.

What’s Up With Your Bonds? (Video)

In this video we'll be discussing the current environment for bonds and how this all impacts your investment portfolio.

5 Insights for 4th Quarter 2023

As the 4th quarter of 2023 begins, markets are grappling with rising interest rates and continued economic uncertainty.

Week In Perspective: Yields Rise, Shutdown Looms [Oct 2-23]

Last Week on Wall Street - Rising bond yields and government shutdown fears left stocks in mostly negative territory for the week.

What the Fed’s Latest Projections Mean

At its September meeting, the Federal Open Markets Committee kept rates unchanged with a target range of 5.25% to 5.50%, in a decision that was widely anticipated by investors.

Roth IRAs / 401Ks and Why You Should Use Them (if possible)

Planning for retirement can be confusing, complicated, and a lot of times – overwhelming. One great tool that can be used to benefit retirees in the long run are Roth IRAs / Roth 401(k)s.

Week In Perspective: Stocks End Summer With Gloomy News [Sep. 25-2023]

Rising bond yields and fears of a government shutdown hammered stocks last week, with technology shares bearing the brunt of the retreat.

Understanding Social Security Benefit Taxation

Receiving Social Security benefits can be crucial for a comfortable retirement, but like almost every other form of income, these benefits are taxed by the government.

Week In Perspective: Stocks Stand Still, Awaiting Fed [Sep. 18-23]

Stocks ended the week roughly where they began as investors digested a mixed set of new economic data.

What Higher Oil Prices Mean For Consumers And Markets

While oil has fallen considerably from its peak in 2022, it has also rebounded over the last few months.

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