Markets Hold Steady After Strong Weekly Gains
Stocks ended the week quietly but firmly, with the S&P 500 closing just shy of record highs after notching its best week in a month.
Last Business Friday: The One Page Plan That Can Transform Your Financial Life
Imagine turning your entire financial life into a single, simple snapshot—just one page, reviewed on the last business Friday of the year.
Markets Rally to New Highs Despite Mixed Data; Tech Leads, Fed Bets Hold Steady
Markets notched a fourth straight day of gains as the S&P 500 closed at a record high, led by large-cap tech.
Santa Rally Gains Steam as S&P Nears Record
U.S. equities extended their year-end rally to kick off the holiday-shortened week, with broad gains across sectors and the S&P 500 brushing against record highs.
Positioning for 2026: Turning 2025’s Volatility into Your Advantage
Every volatile year puts both your investments and your emotions to the test—and 2025 was no exception.
Markets End Week Strong Amid Triple Witching Surge and AI Optimism
Stocks finished the week on a high note, driven by renewed enthusiasm for AI-related names and heavy options-related trading.
Markets Rebound as Inflation Cools Sharply, Lifting Rate Cut Hopes
Stocks rallied Thursday after a surprisingly soft November CPI report reignited optimism around disinflation and a more accommodative Fed in 2026.
Two Weeks to Go: Tax‑Smart Rebalancing Moves to Close Out the Year
With about two weeks left in the tax year, investors still have time to rebalance portfolios in ways that manage risk and make smarter use of the tax code.
Tech Tumbles as AI Trade Loses Steam
Markets took a sharp turn lower Wednesday, led by a renewed selloff in mega-cap tech and AI-related stocks.
Markets Stumble as Jobs Data Sends Mixed Signals, Fed Cuts Remain in Play but Not Imminent
Markets closed mixed Tuesday after a noisy and inconclusive U.S. employment report kept investors guessing on the Fed's next move.
Rates, Returns, and Risk: How to Put the Fed’s Latest Move in Proper Context
The Fed’s December decision to cut rates again is important, but it is only one of many forces that will shape long-term investment outcomes.
Mid-December Checkup: Making Sure Your Portfolio’s Risk Still Fits You
Mid-December is a natural checkpoint to ask whether the risk in your portfolio still fits both your life and your nerves, and small, thoughtful adjustments now can help you stay invested through whatever the next year brings.