The Blog

Weekly insights on the markets, economy, and financial planning

Omicron

Omicron

In less than a week, the COVID-19 variant known as omicron has renewed public health concerns around the world.

Buckle Up…

Buckle Up...

The markets could take us on a rollercoaster ride this week, so buckle up. Of course, it could also end up being a big snooze.

Biden Signs Infrastructure Bill

Biden Signs Infrastructure Bill

At the White House on Monday, President Biden signed a $1T bipartisan infrastructure bill set to enable enhancements for transportation and utilities over the next five years.

Let’s Just Call it a Year!

Lets Just Call it a Year

Stocks are up this year – big time. Large-cap stocks and small-cap stocks are up 27% and 23%, respectively, for the year.

Week in Perspective: Winning Streak Snapped [12-Nov-21]

Week in Review

Although we finished strong on Friday, the stock market’s five-week winning streak was put to an end this week, as well as the S&P 500’s eight-session winning streak and the Nasdaq Composite’s 11-session winning streak.

Are Capital Gains Taxes Changing?

Are Capital Gains Taxes Changing

There are a lot of questions about President Biden’s Build Back Better plan and potential tax changes, including capital gains taxes.

Record Profits Fuel the Bull Market

Record Profits Fuel the Bull Market

The corporate earnings season for the third quarter is already off to a strong start. Investors are watching these reports closely as concerns over supply chain bottlenecks, the delta variant, rising rates and other factors threaten company bottom-lines.

The Importance of Starting Early

The Importance of Starting Early

The NCAA, the governing body of North American collegiate sports, has historically limited the monetary benefits that college athletes could receive from their schools to little more than scholarships.

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