Special Update: What the DeepSeek Moment Means
A former IBM Chairman famously said, “I think there is a world market for about five computers.” How wrong he was.
Chart of the Month | Understanding How Valuations Impact Portfolio Returns
The S&P 500 has rallied +50% since the start of 2023 and more than +150% from the COVID pandemic low in March 2020.
Last Week on Wall Street: Shifted Policy Gears Rev Markets [Jan. 27-2025]
Stocks rallied last week as investors reacted positively to a handful of better-than-expected corporate earnings reports and developments out of Washington, D.C.
It’s Market Prediction Season!
The start of a new year is a great time to reflect on the past, set goals for the future, and completely tune out predictions from the financial industry.
Inauguration Week: 7 Market Themes We’re Watching
President Trump’s inauguration marks a significant political shift amid market and economic uncertainty. Here’s what we’re watching.
2025 Important Tax Numbers and Contribution Limits
As we approach tax season, it’s crucial to stay aware of upcoming deadlines, rules, contribution limits, and strategies.
Quarterly Webinar: Q1 2025 Market and Economic Themes
Please join our Chief Investment Officer, Mike Minter, for our quarterly webinar where we discuss ten relevant market and economic themes heading into the 1st quarter of 2025.
Last Week on Wall Street: Inflation Risk? [Jan. 13-2025] – Video
Stocks fell for the second consecutive week as a round of fresh economic data stoked inflationary fears among investors.
4th Quarter 2024 Market and Economic Review
The stock market opened the quarter with a slow start in October, but the outcome of the presidential election triggered a broad rally in November.
3 Financial New Year’s Resolutions For 2025
The start of the year is the perfect time to prioritize both personal and financial well-being, especially after two years of strong market returns and changing economic conditions.
Last Week on Wall Street: Stocks Decline as New Year Dawns [Jan. 6-2025]
As we entered the new year, stocks edged lower last week despite a powerful end-of-week rally.
Last Week on Wall Street: Markets Recover [Dec. 30-2024]
The S&P 500 avoided a third straight weekly loss, rising 0.7% and bringing its year-to-date gains to 25% with two trading days remaining in 2024.
2025 Outlook: 5 Insights Shaping the Markets
Here are five important insights that can provide investors with perspective even when the world seems uncertain and other investors fear the worst.
Top Client Questions: Fed, Debt, Trump
As we approach the end of the year, I want to address a few of the top questions we’re getting from clients right now.
After a Huge Year, are Stocks Due for a Drop in 2025?
Stocks don’t necessarily need a “breather” simply because they’ve risen sharply two years in a row, and history doesn’t support this notion.
