The Market Reaches All-Time Highs
Despite a challenging start to the year, the stock market has now reached new record levels.
Last Week on Wall Street: Broad-Based Market Rally [June 30-2025]
Stocks staged a broad-based rally last week on investors’ hopes for a lasting Middle East ceasefire, hitting fresh record highs along the way.
5 Key Market Insights for the Second Half of 2025
From a trade war and market correction to an escalating Middle East conflict and concerns over the growing national debt, investors may feel as if financial markets are stumbling from one problem to the next.
Planning for Rising Health Care Costs and the Role of HSAs
Learn how to effectively plan for rising health care costs and explore the role of HSAs in safeguarding your future.
Last Week on Wall Street: Conflict Escalation; Fed Holds Steady [June 23-2025]
Stocks were mixed during the holiday-shortened trading week as uncertainty over conflict in the Middle East weighed on investors.
War in the Middle East: Now What for Investors?
There’s a war raging between Israel and Iran, and I hope and pray for a speedy resolution. What does this mean for investors?
Chart of the Month | Corporate Earnings Off to a Solid Start in 2025
With Q2 earnings season starting in mid-July, it’s a good time to see how companies performed in Q1.
Top Client Questions: Middle East Conflict, China Trade Deal, and Inflation
Here are some of the top client questions centered around the Middle East conflict, China Trade Deal, and Inflation.
Last Week on Wall Street: Attention Turns to Trade and Oil [June 16-2025]
Stocks fell last week as an up-and-down mix of trade progress and anxiety, economic news, and geopolitical tensions netted out.
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.
Last Week on Wall Street: Trade Tension Down, Economy Up [June 9-2025]
Stocks rallied last week as investors responded to upbeat economic data and easing trade tensions.
Monthly Market Update: Reflecting on YTD Market Volatility & Recovery
After a nearly 20% decline from late February to early April, the S&P 500 has rebounded and is within 4% of its all-time high.
Last Week on Wall Street: Markets Cheer U.S/.E.U. Trade Talks [June 2-2025]
Stocks advanced over the short trading week, bolstered by a possible trade deal with the European Union.
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.
