A quick overview of how tax complexity can impact financial plans

As we enter 2026, Gold and Silver have experienced an incredible run up. We explore how investors should think about these precious metals.

A quick overview of potentially interesting investment themes for 2026.

Why we care about what the Federal Reserve says and its impact on the fixed-income and equity markets.

Magnificent 7 stocks are becoming a larger part of major indices. Despite recent strong performance, investing risks are growing.

For nearly nine decades, Social Security has served as a cornerstone of American retirement security. However, as demographic shifts...

Trump’s new tariffs spark market volatility. What investors need to know about trade policy, portfolio strategy, and staying invested.

Consumers are reacting to varying economic signals along with market volatility

Quick overview on tariffs and trade policy surround market tensions this week

Markets rose in January through a variety of headlines representing uncertainty generated with the incoming administration

President Trump’s inauguration marks a significant political shift amid market and economic uncertainty. The stock market had rallied as...

Trump wins the 2024 election. How does this victory impact your investments and how should we think about the coming weeks and years?

With less than two months until the presidential election, the policy platforms for President Donald Trump and Vice President Kamala...

To paraphrase Ernest Hemingway, shifts in the stock market often occur “gradually, then suddenly.” Over the past month, the market has...

Consumer spending is the backbone of the U.S. economy, constituting over two-thirds of our nearly $28 trillion GDP. When consumers spend...

The S&P 500 index recently closed above 5,000 and set a new all-time high, less than three years after it first crossed the 4,000 mark....

The battle over the federal budget in Washington is adding to political uncertainty at a time when investors are already nervous about...

Perhaps the most important lesson of 2023 for everyday investors is that news headlines and economic events don't always impact markets in o

Stock and bond markets struggled during the first trading week of 2024 as investors questioned the probability of a "soft landing" and...

The strength of consumer spending and household balance sheets has been a bright spot in an otherwise challenging market and economic...