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.
Feeling Uneasy About the Market?
News cycles have been dominated by concerns over Big Tech’s earnings, trade tensions, and a potential economic slowdown in 2025.
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.
The Social Security Fairness Act: Major Changes Explained [Video]
The Social Security Fairness Act has officially been signed into law, marking one of the biggest changes to Social Security in over 40 years.
Tariffs! Should You Worry?
One period offering perspective on this tariffs issue is President Trump’s first term in office, beginning in 2017.
Special Update: What the DeepSeek Moment Means
A former IBM Chairman famously said, “I think there is a world market for about five computers.” How wrong he was.
Chart of the Month | Understanding How Valuations Impact Portfolio Returns
The S&P 500 has rallied +50% since the start of 2023 and more than +150% from the COVID pandemic low in March 2020.
It’s Market Prediction Season!
The start of a new year is a great time to reflect on the past, set goals for the future, and completely tune out predictions from the financial industry.
2025 Important Tax Numbers and Contribution Limits
As we approach tax season, it’s crucial to stay aware of upcoming deadlines, rules, contribution limits, and strategies.
Quarterly Webinar: Q1 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 1st quarter of 2025.
3 Financial New Year’s Resolutions For 2025
The start of the year is the perfect time to prioritize both personal and financial well-being, especially after two years of strong market returns and changing economic conditions.
2024 is History: A New Year’s Client Message
What a year it was! From a total solar eclipse, one of the wildest presidential elections in recent history, and record-breaking stock market performance, 2024 was filled with events that sparked conversations, emotions, and reflections.
Top Client Questions: Fed, Debt, Trump
As we approach the end of the year, I want to address a few of the top questions we’re getting from clients right now.
