Week In Perspective: New Year Blues? [Jan. 8-24] – Video Included

New Year Blues? - stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year.

Can I Make A 529 Plan to Roth IRA Transfer in 2024?

To help clear up the question, "Can I Make A 529 Plan to Roth IRA Transfer in 2024?," we put together this helpful guide.

5 Insights to Understand Markets in 2024

2023 marked an inflection point for markets with strong gains across both stocks and bonds. Here are 5 Insights to Understand Markets in 2024.

(VIDEO) Market Perspective: Santa Comes to Town and Small-Caps Roar!

In this video commentary, I'll be exploring the intriguing phenomenon of the year-end Santa Claus Rally and the remarkable performance of small-cap stocks.

Can The Magnificent 7 Stay On Top?

The Magnificent 7 stocks continue to capture the focus of investors as these large growth names have outpaced the bulk of global equities.

Week In Perspective: Stocks Spark Late Week Rally [Dec. 11-23]

A late-week, two-day rally left stocks higher, adding to November’s gains as the last month of trading for 2023 began.

Fact-checking Investing Patterns: The January Effect

Are seasonal investing patterns like the January Effect still valid? We explore underlying trends and market movements.

Week In Perspective: Stocks Rise, Yields Fall [Dec. 4-23]

A Friday rally turned an otherwise mixed week for stocks into a really solid performance, as yields fell and stocks rose.

Does Inflation Really Hurt Stock Returns?

You may wonder whether stock returns will suffer if inflation keeps rising. Here’s some good news: Inflation isn’t necessarily bad news for stocks.

Week In Perspective: Short Week Strong For Stocks [Nov. 27-23] – VIDEO included

Investor enthusiasm for stocks remained strong last week, buoyed by declining bond yields in a holiday-abbreviated trading week.

Reasons to be Thankful After a Volatile Year

Over the past year, investors have navigated many challenges due to interest rate swings, the banking crisis, inflation, and more.

Week In Perspective: November Rally!! [Nov. 20-23]

Stocks extended their November rally last week as investors cheered lower-than-forecast inflation data.

Week In Perspective: Stocks Rally; Powell Cautions [Nov. 13-23] (Video Included)

A powerful Friday market rally left stocks higher last week, extending the market’s early November gains; Powell cautious.

Goldilocks and the Jobs Report

The softening of an otherwise strong labor market coupled with improvements in inflation represent the Goldilocks situation investors have been hoping for.

Week In Perspective: Stocks Pop, Jobs Cool [Nov. 06-23] (Video Included)

Stocks ripped higher last week on a dramatic retreat in bond yields triggered by easing inflation and a slowing labor market.

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