Investing Archives

What 7% Mortgages Mean for Housing and the Economy

The average 30-year fixed mortgage rate is now back above 7% after falling toward 6% at the start of the year.

Where Has the Yield Gone? Retirement Income Yield Insights

Maximize your retirement strategy by understanding retirement income yield and the role of diversified investments for long-term success.

Selling an Investment Property? A Smarter Way to Use a 1031 Exchange

Learn how a 1031 exchange can help defer taxes on property sales, allowing reinvestment without immediate tax burdens.

Beyond the Headlines: First Fed Rate Hike in Three Years

At its September meeting, the Fed unanimously decided to raise its benchmark interest rate by 0.25%, to a range of 3.75% to 4.0%.

Weekly Market Recap – The Fed Takes Action

The Fed raised its benchmark rate by +0.25% to a range of 3.75%–4.00%, its first rate hike since 2023.

Chart of the Month | 2026 Is Outperforming the Average Midterm Year

The S&P 500 has gained nearly +12% year-to-date. For comparison, the average midterm year is historically flat at the same point, while the average non-midterm year is up nearly +9%.

What’s Driving Portfolios: The Impact of High Oil and Copper Prices

As an asset class, commodities have not only outperformed this year, but have also supported other areas of the market such as U.S. stocks.

Weekly Market Recap – August Job Growth, Rising Oil Prices & Interest Rates, & Next Week’s Fed Meeting

The 10-year Treasury yield climbed above 4.90% this week, its highest level since October 2023, while the 30-year moved above 5.3%.

The 4% Rule for Retirement: Is It Still a Viable Strategy?

Discover if the 4% rule for retirement is still viable today. Our blog explores its relevance for withdrawal rates and offers insights.

The Fed’s AI Dilemma: Long-Term Perspectives

AI and Federal Reserve policy may seem unrelated on the surface, but they are connected. Find out how.

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.

Monthly Market Update: Stocks Set New Highs as Investors Look Past Headlines

Equity markets traded higher in August, with strength extending across most broad stock market indexes.

The 2026 Midterm Elections and Long-Term Investing

The Midterm Elections are right around the corner. How will they impact markets?

Weekly Market Recap – Oil & Yields Decline, Q2 GDP, New Home Sales, & Nvidia Earnings

Markets traded higher last week as oil and long-term Treasury yields pulled back after rising last week.

Tariff Refunds and the National Debt

When the Supreme Court ruled in February that billions in tariffs collected under the International Emergency Economic Powers Act (IEEPA) had been unlawfully imposed, markets generally reacted positively.

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