Keeping You Informed 

What’s Driving Stocks, Bonds, and All-Time Highs? Rising stock prices and higher yields create an environment that requires careful portfolio balance. On the surface, it can seem contradictory for stocks to reach records while interest rates stay high, since rising rates can often slow the economy. However, if both stocks and bonds are being supported by positive trends, long-term portfolios can in turn support financial goals. How should investors think about this environment as markets sit near record levels?

Should you separate your portfolio from political view? With the November midterm election approaching, campaigns are starting to intensify across the country. Politics have only grown more divisive in recent decades, so it’s natural for investors to wonder whether the election should influence their financial decisions.

Financial stress can affect both mental and physical health. This article explores how mindfulness and meditation may help individuals manage financial anxiety, improve focus, and approach money decisions with greater clarity and intention.

Humans have a long history of training animal behaviors. How successful are we in training our own behavior, especially when it comes to money? The field that studies human reactions when it comes to investing is known as behavioral finance. Over 50 years of research tells us that people can be prone to both cognitive and emotional biases that often lead to suboptimal outcomes. Most investors understand that we cannot directly control how markets will behave, how the economy will perform, or what policymakers will do in Washington. However, we can learn to control our own behavior in response to events and headlines.

Conventional wisdom says that what goes up must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when your money is at stake. There's no foolproof way to handle the ups and downs of the stock market. What strategies will help you cope with volatility?

The Week In Perspective combines market activity, financial events, commentary and analysis for individual investors.

The Week In Perspective combines market activity, financial events, commentary and analysis for individual investors.

Recent tensions between the White House and Federal Reserve have brought the topic of Fed independence into focus. This is because there can be a natural friction between elected officials and the Fed, since they each have unique goals and incentives.

Struggling with a financial setback? This guide offers practical steps to rebuild your finances, from budgeting and debt repayment to boosting your income and securing long-term stability. Read more.

Spring is an ideal time to clean up your finances, clear out the clutter & get a fresh start. Consider these 7 suggestions to get a better handle on your finances.

America Saves Week is an annual celebration that focuses on saving successfully. This year, the campaign focuses on five critical aspects of saving. Learn more here!

Stock splits occur when a company decides to split a single stock into multiples. Learn more about what this means for investors.

Do you know what a P/E ratio is and, more importantly, how it can help guide your investment decisions? Learn more here!

Fall is a season for change, which may also apply to your home! If you’re planning any fall home maintenance or renovation projects, we’re here to provide some guidance.

This blog will share some of the best quotes from Warren Buffet, one of the world’s most famous investors and businesspeople.

Here are some tips on how to set a budget for the holidays as a piece for a healthy financial landscape.

What are the potential dangers of buy now, pay later (BNPL) services and what consumers need to know about these payment methods?

Start the year off right by getting started on these five top financial goals.

This article will use the fact that October is Financial Planning Month as a springboard to educate readers on general financial planning tips.

Handling investments during a volatile stock market is stressful. Consider these financial stress-management tips before letting investment anxiety get the best of you.