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Am I Okay to Retire During Times of Fear and Uncertainty?
Uncertain about retiring? Learn how history, risk management, and smart strategies can help you retire with confidence.
Retirement Planning
Market Insights
What Could Happen in a President’s First Year?
What happens to the stock market when a new president takes office? Looking at history, we see different outcomes—some presidents experience a strong first year, while others face declines.
Market Insights
Is Your Money Melting? Understanding Inflation's Impact on Your Investments
Discover how inflation affects your investments and learn strategies to protect your wealth. From stocks to real estate, see which assets thrive and which falter.
Market Insights
Investment Management
Navigating Market Volatility: Understanding its Impact on Your Investment Portfolio
While volatility can create opportunities for profit, it also poses risks to investors' portfolios. Understanding how market volatility affects your investments is crucial for making informed decisions.
Market Insights
Investment Management
The Stock Market and Presidential Election
We're taking a look at how the S&P 500 performed during the last 36 years of presidential elections as well as how politics impact the stock market.
Market Insights
Financial Literacy
S&P 500 Index – Time to Exhale
The S&P 500 Index has been trading in choppy action over the last month. The index is giving mixed signals.
Market Insights
Financial Literacy
Bad News for Bonds – Rising Interest Rates
After the stock market crash of 2008, the Federal Reserve, in an effort to stimulate the economy, reduced the cost of borrowing money by lowering interest rates to zero.
Market Insights
Investment Management
Me and the S&P 500 Index
With the growth of index funds, coupled with the SEC requirement to have all mutual funds compare themselves to a benchmark or index, people are focusing on benchmarks and indices instead of focusing on their own needs and objectives.
Market Insights
Investment Management
Is China Playing President Trump?
Whether you like or dislike President Trump, we can all agree that he has stirred strong emotion in the hearts of the American people. What are the concerns the president has and how might China respond?
Market Insights
Will the Third Shoe Drop
Today the S&P 500 Index broke above 3000 for the first time in anticipation the Federal Reserve Chairmen Jay Powell will lower interest rates in July.
Market Insights
Financial Literacy
Bad News is Good News?
The Federal Reserve only lowers interest rates when it wants to increase inflation, or it is concerned about slowing economic growth in the U.S. and around the world.
Market Insights
Financial Literacy
The Federal Reserve is Running Low on Ammunition
The Federal Reserve lowered interest rates 0.25% on July 31st. In doing so the Federal Reserve used up some of it’s ammunition for future needs.
Market Insights
Financial Literacy
Negative Interest Rates?
Negative interest rates refer to a scenario in which cash deposits incur a charge for storage at a bank, rather than receiving interest income.
Market Insights
Impeachment and the Stock Market
With the Democrats in Congress starting a formal impeachment inquiry into President Donald Trump’s phone call with the Ukrainian President, some people are wondering what effect impeachment will have on the stock market.
Market Insights
Financial Literacy
Is the Stock Market a predictor of Presidential Elections?
Can the stock market predict the outcome of the presidential elections? Not really, but there is some interesting data about the S&P 500 Index and the presidential elections.
Market Insights
The Economic Ramifications of COVID-19: Insights from Experts
The possible economic consequences of the coronavirus — now called Covid-19 is a concern for everyone around the world. Here are different comments from a variety of organizations.
Market Insights
Financial Advisors
The Impact of Record Highs on Investment Behavior: The FOMO Phenomenon
On November 26, it was announced the Dow set its 100th record high under the Trump administration leadership. With investments climbing higher and higher, it is easy to get caught up in the emotion called the fear of missing out.
Market Insights
Investment Management
A Historical Comparison: Economic Indicators from 2019 and 2007
No one knows or can predict what will happen in the future, but it is interesting how history will often repeat itself.
Market Insights