The new year can give us perspective and focus on what is important like our loved ones. Protecting our loved ones is front of mind. Life Insurance is an
Famed economist and financial engineer Dr. Andrew Lo of MIT once wrote a paper entitled “Warning: Physics Envy May be Hazardous to Your Wealth.” Lo warns that
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What moves financial markets? The short answer is: Lots of things!
Almost one hundred years ago, Benjamin Graham and David L. Dodd wrote, “the market
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As the markets turn.
Last week, investors breathed a sigh of relief when the latest price data showed core inflation, which excludes volatile food and
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Bond yields are rising—and they have investors’ attention.
Last year, the United States Federal Reserve (Fed) lowered the federal funds rate by one
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Hello, 2025!
As we head into a new year, it can be helpful to look back at the previous year—and 2024 was a doozy. Stocks in the United States
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Consumers were more optimistic. Investors were less so.
As we neared the end of 2024, U.S. consumers were feeling optimistic. Every month the
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But that’s not what I wanted!
Last week, markets were about as happy as a toddler opening a gift they didn’t like.
The first upsetting event followed
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How high can U.S. stocks fly?
The U.S. stock market has delivered exceptional performance over the past few years and remains on track to deliver
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U.S. stocks thrive amid turmoil.
The performance of the U.S. stock market is striking. Last week, the Standard & Poor’s (S&P) 500 closed at a record
Many people mistakenly believe they’ll never need skilled nursing care or that Medicare will fully cover it. This misconception arises from confusion between
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Not one, but two!
United States stock markets are serving another cup of cheer this year. The Standard & Poor’s (S&P) 500 Index returned more than
