19 Sep Fed Rate Cut—Now What?
The Federal Reserve cut the Fed Funds rate by 0.5% at their September 2024 meeting....
News & Information
12 Sep Shrinking Equity Market?
Despite the 2021 IPO boom in the U.S. market, there has been a 40% drop in the number of public companies since 1996....
12 Sep Back to Basics
The role of bonds in a portfolio is generally either to produce income or to help manage volatilty....
12 Sep There’s a Hole in My Bucket
Because inflation was so high in 2022, many households continue to struggle with higher prices....
28 Jun Is this a 24-karat year?
Gold prices reached a new record high in 2024 driven by demand from global central banks....
24 Jun The Magnificent 7 or the Magnificent 24?
Strong performance of the “Magnificent 7”1 (Mag 7) has led many U.S. market indexes to be concentrated in a small number of highly valued companies....
22 Mar Fear of Markets?
Fear of Missing Out and Fear of Losing it All can potentially limit long-term returns...
15 Mar New Baby? Do These 7 Things!
Create a Revocable Living Trust.A revocable living trust is one of the best tools to use to provide a protected inheritance for your new baby. The trust document states who gets your property, appropriate ages of inheritance, and expenditures a trustee can make on...