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Investing Articles

The S&P 500 gained nearly +4.5%, extending an 11-session V-shaped recovery. The Nasdaq set its own record, gaining nearly +7%.
Please join our Chief Investment Officer, Mike Minter, for our quarterly webinar where we discuss ten relevant market and economic themes heading into the 2nd quarter of 2026.
A rollover 401k into Roth IRA can offer significant tax benefits for your retirement portfolio, including tax-free withdrawals in retirement.
Stocks traded higher for a second consecutive week as a ceasefire announcement between the U.S. and Iran triggered the strongest single-day rally in roughly a year.
Global events have been at the center of financial market activity, with high oil prices, geopolitics, and new tariff rules capturing investor attention.
The first quarter was eventful for markets. Stocks traded higher to start the year, with the S&P 500 posting a modest gain in January.
A fiduciary financial advisor is legally bound by a fiduciary duty, which is an obligation to place your interests ahead of their own in every recommendation they make.
Market fear is back. The VIX hit 31 last Friday. However, when fear spikes, history rewards the patient investor.
Market trading this week was shaped by ceasefire headlines between the U.S. and Iran.
Choosing retirement planning services is crucial for securing your financial future. As you prepare for this significant life transition, understanding the value of professional guidance can make all the difference.
In today's environment, the difference between the best and worst performing sectors has widened to over 40 percentage points this year.
This week mirrored last week: stocks traded higher early, then fell and finished lower in a late-week selloff.
The ongoing conflict in Iran and rising oil prices have been the primary drivers of stock market swings in recent weeks.
The software industry has declined nearly -30% from its peak last October - what's behind the sell-off?
It wasn't pretty - markets finished lower as an early-week rally faded into a late-week selloff.

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