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What the Fed Rate Cut Means for Long-Term Investors Thumbnail

What the Fed Rate Cut Means for Long-Term Investors

The famous investing principle "don't fight the Fed" was coined in the 1970s but has only grown in significance. The idea is simple: the Federal Reserve's monetary policy decisions can have important effects on markets and the economy, so investors should consider them carefully. At the same time, perspective is needed to focus on the overall path of interest rates, and not individual Fed decisions. This is relevant today as the Fed continues its rate-cutting cycle amid a complex economic environment.

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The Role of Dividends as the Fed Cuts Rates Thumbnail

The Role of Dividends as the Fed Cuts Rates

As the Fed cuts rates, what is the role of dividends? Why are dividends are an important consideration for investors? How does corporate strategy and interest rates affect the attractiveness of dividends? How have investors viewed dividends over the past century?

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How does the Great Wealth Transfer Create Financial Planning Opportunities? Thumbnail

How does the Great Wealth Transfer Create Financial Planning Opportunities?

Why does wealth Transfer matter? How much money will be transferred to the next generation? How does planning help ensure a lasting legacy? Over the next two decades, an estimated $84 trillion will transfer from the Silent Generation and Baby Boomers to younger generations, in what economists call the Great Wealth Transfer.1 This shift represents more than just money changing hands – it's already reshaping how families think about financial planning, charitable giving, and building lasting legacies with advanced planning strategies.

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Fed Rate Cuts: What Is the Bond Market Signaling to Investors? Thumbnail

Fed Rate Cuts: What Is the Bond Market Signaling to Investors?

The Federal Reserve emphasized that while there is uncertainty around tariffs and inflation, these concerns need to be balanced against supporting the job market. Markets have hovered near all-time highs recently, suggesting that investors agree with the trajectory of Fed policy and have confidence in the economy. What does a potential rate cut mean for long-term investors given the overall outlook?

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How Investors Can Keep Up with Inflation Thumbnail

How Investors Can Keep Up with Inflation

When it comes to natural disasters, it's important to be prepared for earthquakes and erosion alike. Even though one is immediate and dramatic while the other is slow and gradual, both require careful planning and protective measures. Economic forces are no different - the most challenging situations that households and businesses face aren't always sudden and obvious, but can play out over many years. In the case of inflation, the risk of both sharp price increases and the gradual erosion of purchasing power are affecting financial markets today.

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The Magnificent 7, AI, and Concentration Risk Thumbnail

The Magnificent 7, AI, and Concentration Risk

The challenge facing investors today isn't whether artificial intelligence will transform the economy, but how to maintain portfolio balance as the market climbs to new all-time highs. While it’s tempting to focus exclusively on companies that have performed well recently, investing for long-term goals requires a thoughtful approach to both growth and risk management.

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What Corporate Earnings Reveal About Tariffs Thumbnail

What Corporate Earnings Reveal About Tariffs

What do corporate earnings reveal about tariffs? While investors always look to corporate earnings for clues about how businesses are performing, the current earnings season arguably carries greater importance due to tariffs. Although major stock market indices have reached new all-time highs as trade tensions have stabilized, there is still uncertainty as to how tariffs might affect consumers and businesses. Fortunately, new trade agreements are being announced, and corporations are reporting earnings that are beating expectations.

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