Reflecting on Risk: Lessons from 2025 for a Stronger 2026
Did 2025 Make You Rethink Your Risk Tolerance? When markets swung wildly in 2025, how did it make you feel?
Markets Slide on Tariff Threats and Geopolitical Tensions
Markets endured their worst day since April, as renewed tariff threats from President Trump rattled investors.
Markets Waver as Fed Chair Speculation Rattles Bonds
Markets were mixed Friday, closing out a choppy week as rising Treasury yields weighed on sentiment and speculation mounted around the next Federal Reserve Chair.
AI Optimism Lifts Tech as Small Caps Extend Historic Rally
Stocks bounced back Thursday, driven by renewed AI enthusiasm following a bullish outlook from Taiwan Semiconductor (TSMC).
Rotation Drives Divergence as Tech Sinks, Broader Market Holds Ground
Markets extended a rotation out of megacap tech stocks, dragging the Nasdaq to its worst day in a month.
Markets Snap Back Despite Soft CPI
After briefly touching fresh highs, U.S. equities reversed course Tuesday as investor optimism around softer inflation faded and JPMorgan’s earnings fell short of expectations.
Markets Edge Higher Despite Fed Drama
Markets ended modestly higher Monday, overcoming early jitters tied to escalating tensions between the Trump administration and the Federal Reserve.
Markets End Strong Week at Record Highs Amid Mixed Jobs Data and Trade Uncertainty
U.S. equities finished the first full week of 2026 on a high note, brushing aside tariff-related worries and underwhelming job creation to notch record closes across major indexes.
Plan Your 2026 Financial Check-Ins
Setting regular (quarterly or semi-annual) financial check-ins helps you stay on track with your goals.
Write Your 2026 Money Rules Before the Market Tests You
Writing a few simple money rules for 2026 can help you stay calm, stick to your plan, and avoid making knee-jerk decisions when headlines get loud.
Markets Digest Rotation as Tech Falters, Small Caps Surge
Stocks showed mixed performance Thursday as investors continued a sharp rotation out of mega-cap tech and into small caps, energy, and defense.
Avoid “All-or-Nothing” Moves: A More Human Approach to New Year Investing
Avoiding “all-or-nothing” decisions at the start of the year can help reduce risk, avoid unnecessary taxes and trading costs, and support more consistent long term investment results. Instead of making big, dramatic changes, a rules based rebalancing process offers a steadier and less stressful way to adjust your portfolio than swinging between 100% cash or 100% aggressive investments.