U.S. HAS BEEN SKIING UPHILLIt’s been a rough start to the year for U.S. stocks with some stiff headwinds. The path of the S&P 500 in January looked like something Mikaela Shiffrin might ski on given the steepness of the decline with twists and turns. Fears that the Federal Reserve (Fed) might be behind the […]
Regardless of age, we all value our independence. We like to come and go as we please, running errands, going grocery shopping, and driving to appointments. But what happens when an aging parent, spouse, or relative is no longer physically able to drive or shop for everyday items? What if cognitive impairment creates an unsafe […]
The calendar had barely flipped to 2022 and investors were reminded that even attractive long-term stock returns come with a cost: volatility. The S&P 500 Index fell nearly 10% from January 3 through January 27 amid fears that the Federal Reserve (Fed) will have to get a lot more aggressive to fight inflation, before staging […]
U.S. and International Equities U.S. Markets Higher The major equity markets finished the week higher even as inflation, higher interest rates, and tighter Federal Reserve (Fed) policy remained on investors’ minds. Investors scooped up beaten-down names at the end of the day Friday to lift the averages. While S&P 500 Index companies have mostly delivered […]
Getting married may mean not only having a partner in life but having a partner on the journey toward your financial goals. But because financial compatibility may be a key to a lasting marriage, it’s important to have some deep (and sometimes tough) conversations after marriage to ensure that you and your new spouse are […]
U.S. and International Equities U.S. Markets Lower The major equity markets finished the week lower as inflation, higher interest rates, and tighter Federal Reserve policy continue to be front and center on investors’ minds. Moreover, disappointing outlooks from some widely followed tech companies amid relatively high growth equity valuations are putting downward pressure on stock […]
U.S. Markets Lower The major equity markets finished the week lower as concerns about inflation and higher interest rates continue to weigh on investors’ minds. A weaker than expected December retail sales report along with mixed big bank Q4 earnings did not help the market’s case for going higher. Energy led all sectors for the […]
U.S. and International Equities Major Markets Lower The major equity markets finished the week lower, as concerns about inflation and interest rates intensified after the Federal Reserve’s (Fed) minutes were released this week. Growth stocks, as represented by the Nasdaq composite, lost more ground compared to the S&P 500 Index on the back of higher […]
Getting married is exciting, but it brings many challenges. One such challenge that you and your spouse will have to face is how to merge your finances. Planning carefully and communicating clearly are important, because the financial decisions that you make now can have a lasting impact on your future. Discuss your financial goals The […]
According to the most recent Generational Trends report from the National Association of REALTORS®, Millennials currently make up the majority of home buyers, with Gen Z waiting in the wings as the next generation of first-time home buyers. Both cohorts hold overwhelmingly positive attitudes toward homeownership as a major life goal. The main reason given for their […]
