Beyond the S&P 500: Opportunities for Diversification
While the S&P 500 and Dow remain important benchmarks, investors should consider the benefits of diversifying across many other parts of the market, including smaller companies and international stocks.
Debt, Deficits, and the Moody’s Downgrade
Moody’s recent downgrade of the U.S. credit rating marks an official end to the country’s top-tier debt status.
What the GDP Receipt Doesn’t Show
Explore what the GDP receipt does not show about the economy. Understand the nuances behind the latest GDP report.
Special Update: What U.S.-China Trade Progress Means for Investors
The recent trade announcement between the U.S. and China reverses many of the tariffs that rattled financial markets beginning in April.
Bond Volatility and the Battle Over Fed Policy
For bond investors, especially those who rely on their portfolios for income, the current environment may present both challenges and opportunities for their financial plans.
Quarterly Webinar: Q2 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 2nd quarter of 2025.
5 Important Tax Considerations for Your Financial Planning
Albert Einstein reportedly once told his accountant, “the hardest thing in the world to understand is income taxes.”
The Trade War Groundhog Day
With the stock market back near correction territory due to tariff concerns, some investors may feel as if the market is stuck in a “Groundhog Day” loop.
Fed’s Rate Pause | What it Means for You
So far in 2025, the Fed has kept policy rates unchanged – why is the Fed on hold and how does it affect long-term investors?
Consumer Pessimism and Economic Risk
Consumers are the backbone of the U.S. economy, with consumer spending making up more than two-thirds of annual GDP.
Chart of the Month | Understanding the Current Market Selloff
Stocks started 2025 trading higher but have since pulled back significantly – several factors are contributing to the current market selloff.
Are Recession Fears and Market Sell-Off Overblown?
While recessions are a normal function of an economic cycle, they are infrequent, and market sell-offs rarely lead to prolonged downturns.
Major Update on the Social Security Fairness Act: What You Need to Know [Video]
This new development is a welcome surprise, as the agency has decided to fast-track benefit payments much sooner than originally expected.
Chart of the Month | 2025 Rate Cut Outlook: What’s Keeping the Fed on Hold?
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.
Bonds Can Present Opportunities in This Market
Even after one of the toughest stretches in bond market history, there are still solid opportunities to be found in fixed income.
