Blog
From time to time, we like to share our thoughts. These educational pieces cover a variety of topics. Please stop by every now and then to see if something interests you.
Weekly Market Insights: Tech and AI Lead Another Advancing Week
Stocks extended their tech-led advance last week as signs of a resilient and still-enthusiastic consumer boosted momentum. Nasdaq Sets New High Stocks traded in a narrow band early in the week but ended the five-trading sessions with...
Read MoreQ1 Earnings; The Devil Is in the Details
On financial websites, you may read, "First-quarter corporate reports were better than expected.” And that’s true. So far, 73% of Standard & Poor’s 500 companies have reported actual Q4 earnings per share above...
Read MoreWeekly Market Insights: Investors Enter 2024 in Doubtful Mood
Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns. New Year Blues Stocks got off to a rough...
Read MoreWeekly Market Insights: Stocks Spark Late Week Rally
A late-week, two-day rally left stocks higher, adding to November’s gains as the last month of trading for 2023 began. The Dow Jones Industrial Average was flat (+0.01%), while the Standard & Poor’s 500 gained 0.21%. The...
Read MoreWeekly Market Insights: Stocks Rise, Jobs Cool
Stocks ripped higher last week on a dramatic retreat in bond yields triggered by easing inflation and a slowing labor market. The Dow Jones Industrial Average jumped 5.07%, while the Standard & Poor’s 500 surged 5.85%. The...
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Unraveling the Global Supply Chain Mystery: A Comprehensive Guide for Investors in 2023
The world economy has become an intertwined web of intricate connections, where a disturbance in one part can send ripples across the globe. For the financial sector, no term has captured this phenomenon more succinctly than "supply chain."
Read MoreWall Street Focuses on Debt Ceiling
Would it surprise you to hear that investors have moved past worrying about inflation? They have, at least for now.Wall Street has shifted its attention to Washington’s budget negotiations and how the debt ceiling will be...
Read MoreMarket Timing Is Exhausting
Market timing must be exhausting. Always moving in and out of the markets based on economic analysis or business headlines must be so challenging.The accompanying chart shows that money held in money market mutual funds rose to $5.1...
Read MoreWeekly Market Insights: Powell: Inflation Heading in the Right Direction
Before we dive into this week's update, I would like reiterate the cyclical nature of our world and how the economic backdrop and financial markets do not always align or agree. That is one of the reasons we have day-to-day market...
Read MoreSHOW ME THE MONEY!!!
Currencies can be a complex topic. Here we will provide a quick background on the topic and discuss what the currency markets might look like going forward and how they might impact investors and their financial plans.
Read MoreImportant Details on Student Loan Relief
The White House recently forgave up to $10,000 to student loan borrowers as part of a larger debt forgiveness program. There are still quite a few questions to be answered, but here are some key points to know.Pell vs. non-Pell: Loan...
Read MoreThe Importance of Flexibility
I wrote this blog a couple of years ago, but I thought it might be helpful to revisit. When I was a kid, my parents and I were set to leave on a family vacation. Our flight was scheduled to depart early the next morning. We had...
Read MoreWho is looking for your blind spots?
This past weekend, I was driving to our son’s swim meet. I was running a few minutes behind, so I was driving slightly over the speed limit. But I had my trusty, popular GPS app that alerted me to potential law...
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