Category: Investing

How the Market Rally and Interest Rates Impact Valuations

Interest rates and valuation levels are having a significant impact on this market and economic cycle, and it’s important to understand why.

Are You Prepared For An Estate Tax Sunset?

Although 2026 is a few years away, one question you may want to start considering now is – are you prepared for an estate tax sunset?

Week In Review: Rally Fades [June 23-23]

This holiday-shortened week of trading saw the S&P 500 and Nasdaq break five and eight week winning streaks, respectively.

What the Fed’s Hawkish Pause Means

At its June meeting, the Fed decided to hit pause on rate hikes after more than a year of rapid monetary policy tightening.

How Artificial Intelligence and Tech Impact Portfolios

The world has been abuzz over artificial intelligence and the possible benefits and threats. These range from the practical such as better tools for knowledge workers and ways for students to avoid writing papers, to the philosophical including what it means to be sentient and the impact on human civilization.

Mid-Year Financial Check-In: Are You On Track?

Now is a great time to slow down and take stock of your entire financial picture and how it’s lining up with your year-end goals.

Week in Review: Technical Bull [June 9-23]

The S&P 500 closed Thursday’s session more than 20% above its October closing low, entering technical bull market territory.

Why Stock Market Returns Are Still Strong in 2023

Investors have grappled with market and economic challenges this year ranging from Fed uncertainty, stubbornly high inflation, the possibility of a recession, a banking crisis, the debt ceiling, ongoing geopolitical tensions, and more.

Week In Review: The Bulls Are Loose [June 2-23]

The stock market had a strong showing overall on this holiday-shortened week as the bulls were let loose.

The 4% Rule: A Good Starting Point for Retirement

In simple terms, the 4% rule attempts to answer the question “how much can I withdraw from my portfolio each year over the course of my retirement?”

4 Reasons to Choose Fee-Only Investment Management

Are you looking for an investment management approach that is transparent, personalized, cost-effective, and has your best interests in mind?

Strategies for Managing Your Money During Times of Financial Uncertainty

During times of financial uncertainty, managing your money effectively is crucial for your financial stability.

Week In Review: Ends On High Note [May 26-23]

The stock market finished out last week on an upbeat note ahead of the extended holiday weekend, though not without some turbulent action.

Your Cash Options With Financial Synergies

In this article we cover your cash options with Financial Synergies, which include money market funds and FDIC insured cash savings.

Week In Review: Small Breakout [May 19-23]

The major indices all logged gains this week, which ends a six week stupor for the S&P 500 where it neither gained nor declined more than 1.0%.