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The Blog

Weekly insights on the markets, economy, and financial planning

This might sound a little strange coming from someone who invests other people's money in the stock market, but it's true - Most Stocks Are Bad Investments.

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Recent Articles

Big tech was back last week, pushing the Dow and the S&P 500 to new highs early in the week as markets resumed the late Q4 rally.
Why did the SEC approve these ETFs, what were their concerns, and what does this mean for everyday investors?
Stocks finished higher last week, with big tech again leading amid lingering uncertainty over how continued economic strength would influence the Fed’s rate decision.
As the economy continues to take center stage in 2024, I wanted to offer perspective on the "soft landing" debate.
Stocks pushed higher last week, led by big tech names and boosted by December inflation reports that were mixed but positive enough to shore up investor confidence in Fed rate cuts this year.
Check out our latest video, 'Should You Buy a Bitcoin ETF?' In this video, we will delve into the world of Bitcoin investment vehicles.
2023 was a year investors never want to forget, as it culminated in a surge of optimism and robust performance across diverse asset classes.
New Year Blues? - stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year.
To help clear up the question, "Can I Make A 529 Plan to Roth IRA Transfer in 2024?," we put together this helpful guide.
2023 marked an inflection point for markets with strong gains across both stocks and bonds. Here are 5 Insights to Understand Markets in 2024.
In this video commentary, I'll be exploring the intriguing phenomenon of the year-end Santa Claus Rally and the remarkable performance of small-cap stocks.
The Magnificent 7 stocks continue to capture the focus of investors as these large growth names have outpaced the bulk of global equities.
A late-week, two-day rally left stocks higher, adding to November’s gains as the last month of trading for 2023 began.
Are seasonal investing patterns like the January Effect still valid? We explore underlying trends and market movements.
A Friday rally turned an otherwise mixed week for stocks into a really solid performance, as yields fell and stocks rose.

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