Understanding FDIC Insurance

The FDIC is an independent government agency that protects bank depositors from the loss of uninsured deposits at an FDIC-insured bank.
Fastest GDP Growth in Decades

The economy is growing at a healthy pace as we approach the second anniversary of the pandemic-driven recession. Despite the many challenges facing markets, from inflation to Fed rate hikes, a growing economy provides a foundation for long run market returns.
Modern Portfolio Theory vs. Behavioral Finance

Two different belief systems serve as the basis for investment decisions: the Modern Portfolio Theory (MPT) and Behavioral Finance (BF).
A Wild Ride

Markets continued their wild ride this week, heading into correction territory, and then bouncing right back. So let’s talk about what’s going on.
Correction and Snapback

Today was a stunning turnaround for stocks, with the Dow Jones ending the day in positive territory after being down more than 1,000 points.
Week in Review: A Great Week for Bears

Simply put, this was an ugly week for the stock market, marred by an inclination to sell into strength.
What a Hawkish Fed Means for You

Stocks have fallen to start the year as the prospect of a more hawkish Fed weighs on the market – tech stocks have been hit hardest.
Week in Review: Buyers Lacked Conviction

The stock market closed lower this week, as investors faded a half-hearted rebound bid during the week.
The Market Doesn’t Care About “Expert” Predictions

It seems that every January we have to endure the latest round of annual stock market predictions from the so-called “gurus” and “experts.”
Changes to Required Minimum Distributions in 2022

The New Year brings good news to anyone who must take a Required Minimum Distribution (RMD) from their retirement accounts.
5 Investment Lessons for 2022

With the ups and downs of the market and the pandemic, the fact that we are in the third year of the business cycle may surprise you.
Fourth Quarter 2021 Market Review and Commentary

Please find below our quarterly market review and commentary for the 4th quarter of 2021. We hope you find it helpful.
A Market Top Isn’t a Cliff

It’s tempting to think a market high is a signal stocks are overvalued or have reached a ceiling – especially after a blowout year like 2021.
Week in Perspective: Santa Claus Rally Intact [31-Dec-21]

Santa definitely visited the stock market through the last couple weeks of the year. The major indices closed out 2021 on a mostly positive note, particularly for the S&P 500 (+0.9%) and Dow Jones (+1.1%).
How to Invest in Your Health in 2022

Healthcare is one of the essential parts of life’s financial and personal journey. Many have not yet utilized all the tools that may help.