Investing Archives

Asset Location vs. Asset Allocation in Financial Planning

In theory, asset location is straightforward. In practice, investors rarely have the exact mix of taxable and tax-advantaged account balances needed to place every investment in its ideal location.

Putting This Week’s Market Volatility in Perspective

Markets have been very volatile this week, and we wanted to share some perspective on what’s behind the moves.

The Midterms Changed Congress, Not the Fundamentals

If you woke up this morning feeling relieved, uneasy, or a bit of both about yesterday’s election results, you’re in good company.

Monthly Market Update: Market Leadership Rotates as Investors Reassess the AI Trade

October was a better month for most stocks than the S&P 500's small decline suggests. Find out why.

Weekly Market Recap – Beneath the Headlines, Most of the Market Moved Higher

A sharp selloff in a handful of large technology stocks grabbed attention this week, while bonds rallied and most sectors gained ground.

Trump Accounts: A New Way to Save for Children

The goal of Trump accounts is to give children a head start toward retirement savings, along with a government-funded contribution.

Tax Planning: The Backbone of Your Financial Plan

Tax Planning runs through every part of your financial plan, including your investment portfolio and your retirement income strategy.

A Closer Look at the Stock Market: Style, Size, and Regions

Today, areas of the market including small-caps, value stocks, and international companies have outperformed over the past year, and their valuations have generally been more attractive.

Chart of the Month | Stocks vs. Bonds: More Choices for Investors as Bond Yields Rise

For most of the past two decades, investors seeking higher returns had to rely more heavily on stocks.

Weekly Market Recap – September Inflation & Retail Sales Data, AI Financing, & Bank Earnings

Retail sales rose +0.8% month-over-month, exceeding expectations for a +0.3% gain, with August's increase also revised higher to +1.3%.

Happy Birthday to the Bull Market

As the bull market enters its fifth year, the shift in investor sentiment over this period is an important reminder that market and economic conditions can turn around when they’re least expected.

Quarterly Webinar: Q4 2026 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 4th quarter of 2026.

3rd Quarter 2026 Market and Economic Review

The third quarter combined solid economic and corporate fundamentals with renewed pressure from oil and interest rates.

Weekly Market Recap – Q2 GDP Growth, Consumer Spending, AI Capex, & Rising Treasury Yields

Business investment remained strong in Q2, with continued spending on computing equipment, software, and other intellectual property.

Retirement Income Risks: Planning for a Longer Life

Understand the retirement income risks that can affect your financial security and learn how to effectively manage them.

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