Article
History Says a Positive January is a Bullish Signal—Will It Hold?
February 6, 2025
When January has been positive, the rest of the year has been up an average of 16.9% — and positive more than 86% of the time.
Article
Transparency Over Illusion: The Case for Liquid Investments
January 23, 2025
Having a mix of liquid assets can help you achieve your financial goals while also providing a safety net in times of uncertainty.
Article
Stocks Surged Again in 2024 — Will the Bull Market Continue?
January 9, 2025
Forecasters’ broad consensus is another positive year for stocks, with the bull market reaching its third anniversary this year.
Article
Revisiting the Year’s Most Valuable Insights for Our Clients
December 23, 2024
The 10 most popular pieces of 2024, in case you missed any of them — or if you want to share them with friends and family
Article
The Bull Market, a Big November & 2025 Inflation Adjustments
December 12, 2024
The IRS recently released adjustments related to income tax, retirement contributions, estate taxes and Social Security benefits.
Article
Year-End Suggestions to Help You Save More and Reduce Your Taxes
November 15, 2024
The end of the year is an important time for financial decisions that can impact not only the new year ahead, but years to come.
Article
Election Advice for Investors: Ignore the Noise, Focus on the Big Picture
October 31, 2024
Presidential elections historically have had very little impact on the stock market.
Article
The Election May Bring Volatility, but the Market Doesn’t Care Who Wins
October 17, 2024
Political opinions are best expressed at the polls, not through your portfolio.
Article
What Investors Should Know About the Fed’s First Rate Cut Since 2020
October 3, 2024
This is not the first time that the Fed has cut rates with the market at or near all-time highs.
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