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When people think about “financial planning,” they often picture investing—choosing funds, watching the market, or trying to pick the right time to buy. But a truly well-rounded financial plan is bigger than
Retirement planning in 2026 isn’t just about “saving more.” It’s about building a reliable income plan, keeping taxes predictable, and making sure your money is positioned to handle inflation, market swings, and
Kick off 2026 with clear retirement planning goals. Learn the 6 most important steps to protect your income, reduce taxes, and stay on track. 2026 Retirement Planning Goals: A Simple Roadmap to
US financial markets were extremely busy last week as a rush to download a Chinese AI platform called Deep Seek from Apple’s App Store seemingly changed the narrative around artificial intelligence in
Darren Leavitt, CFA Wow, what a week! US markets were closed on Monday for Martin Luther King Jr. Day, and Donald Trump was inaugurated as the 47th President of the United States.
Financial markets advanced this week as a solid start to the fourth-quarter earnings season, and some better-than-feared inflation data gave investors a reason to buy the most recent dip. The financial sector
US equity markets fell in the first full week of 2025 as investors recalibrated their Federal Reserve monetary policy expectations. Stronger labor data, a robust ISM Services print, and a weaker Consumer
The final trading sessions for 2024 extended losses from the prior week, but the S&P 500 and NASDAQ still posted impressive gains for the year, 23.3% and 28.6%, respectively. The so-called Santa
Market action was mixed in a holiday-shortened week of trade. The Santa Clause rally, which runs for the last five trading sessions of the year through the first two trading sessions of
Equity and fixed-income markets sold off for the second consecutive week as the Federal Reserve delivered an expected twenty-five basis-point rate cut but pivoted to a much more hawkish stance for 2025,
The Nasdaq eclipsed the 20,000 level for the first time this week as investors reengaged in buying the mega-cap technology names. Amazon, Google, Tesla, and Meta hit new highs for the year
The S&P 500 forged another set of all-time highs as investors embraced the idea of an economy running at a pace appropriate for the Fed to consider further rate cuts. Leadership in
The holiday-shortened week saw the S&P 500 and Dow rise to new all-time highs. Investors cheered the nomination of Scott Bessent as Treasury Secretary, who is seen as a fiscal hawk and
Markets bounced back as investors reengaged the pro-growth Trump 2.0 trade. President-elect Trump continued to fill out his cabinet and, late Friday announced Scott Bessent as his nominee for Treasury Secretary. Wall
US equity markets pulled back last week as investors took profits from the outsized move higher seen following the US election. Sticky inflation prints, coupled with solid retail sales and hawkish comments
