Playing Offense and Defense in Challenging Markets
In sports as well as investing, a winning strategy requires a combination of both offense and defense, especially in challenging markets.
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.”
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?
Bearish Sentiment
Many investors seem to be pessimistic about the direction of the market. If history is any indicator though, that may be a bad time to get out of stocks.
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.
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.
