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.
Individual Stock Risk: What the Research Shows
A small handful of companies are responsible for almost all the market’s wealth creation.
Why is September the Worst Month for the Stock Market?
Often referred to as the “September Effect,” this is when the stock market tends to perform worse in September compared to any other month of the year.
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.
Should You Pay Off Your Mortgage Early?
Clients often ask us: “Should I pay off my mortgage early, or put that money to work in the market?”
How Reliable is Government Data? A Balanced Look
The latest jobs report has raised questions about the reliability of government data, but understanding the uses and limitations of this data is the key.
The Fed and Politics
Recent tensions between the White House and Federal Reserve have brought the topic of Fed independence into focus.
Quarterly Webinar: Q3 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 3rd quarter of 2025.
What the “One Big Beautiful Bill” Means for Investors
This bill matters because, while trade policy has been at the forefront over the past several months, tax and spending policy in Washington has been a growing source of uncertainty for many years.
Social Security Taxes and the “One Big Beautiful Bill”
One part of the One Big Beautiful Bill that did not come into fruition was the elimination of taxes on Social Security benefits.
Should You Fear Market All-Time Highs?
Investing at all-time highs has actually produced solid results, often not far off from investing at any random time.
A Weakening Dollar: Should You Worry?
The dollar has weakened in recent months amid trade and economic uncertainty, declining against a basket of major currencies to its lowest level in three years.
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.
U.S. Credit Downgrade: Hype vs. Reality
As a follow-up to one of my recent articles on this topic, one of the world’s top credit rating agencies recently made a move no one wanted to see, and the financial media took notice.
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.
