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As we turn the page into 2026, it’s the perfect time to run a simple “retirement checkup.” Not a stressful deep dive. Just a clear look at a few areas that tend
As we move into 2026, many retirees and pre-retirees are asking the same question: “How do I keep my retirement plan growing without exposing everything to the next market swing?” After several
Retirement planning in 2026 looks different than it did even a few years ago. Many retirees and pre-retirees are facing a familiar challenge in a new way: they want growth, but they
Financial markets finished the 2nd quarter with a lack of conviction. Mega-caps led the market over the quarter with a 9.65% gain, while the equally weighted S&P 500 index declined by -2.42%,
The holiday-shortened week saw the S&P 500 eclipse 5500 and hit its 31st all-time high of the year. Volumes were relatively light until Friday, when $5.5 trillion in derivatives expired and rolled
US Markets finished the second week of June with mixed results. It was an extremely busy week for investors as key Central Bank policy decisions were announced outside of a full economic
The S&P 500 inked its twenty-fifth all-time high for the year, with outperformance coming from the mega-cap technology names. The Vanguard Mega-Cap Growth ETF was up 3.3% for the week. NVidia and
The holiday-shortened week on Wall Street was volatile. The last of first-quarter earnings continued to influence the markets. Earning results from the retailers were mixed as BestBuy, Footlocker, Nordstrom’s, and Costco’s shares
Financial markets ended the week with mixed results. All eyes this week were on AI darling NVidia, which posted better-than-expected Q1 results and provided guidance above the consensus estimates. The company also
The major US equity indices inked a fourth consecutive week of gains as US Treasury yields fell on an in-line CPI print that showed a deceleration of inflation for the first time
The S&P 500 notched a third consecutive week of gains as the index broke and held above its 50-day moving average. Investors were treated to another dose of first-quarter corporate earnings. Disney,
It was an extremely busy week on Wall Street. First-quarter earnings results were highlighted by Apple and Amazon. Investors encouraged by their results sent higher shares on the back of increased dividends,
US equity markets bounced back last week, with nearly 40% of the S&P 500 companies reporting first-quarter results. The rally was propelled by Microsoft and Google, whose better-than-expected earnings not only boosted
Financial markets took another step back last week as investors grappled with increased tensions in the Middle East and the recognition that interest rates are likely going to be higher for longer.
Financial markets pulled back for the second consecutive week as investors continued to recalibrate monetary policy expectations and assess the most recent conditions in geopolitics. A stronger-than-anticipated Consumer Price Index, announced on
