Economy and markets

2023 was a remarkable year to be an investor. The year began with headline recession warnings on the heels of double-digit declines in the U.S. stock and bond markets. Through […]

What is the debt ceiling and how can it affect investors? Unpack the debt ceiling debate, its history, and potential market impacts.

A vintage LIFE magazine reveals striking parallels between past and present economic challenges – and explains why today’s investors have more advantages than ever for long-term success.

2020 has been a year of extremes, including in the markets. To bridge a growing gap between crouching value stocks and soaring growth stocks, disciplined asset allocation remains as important […]

Did you miss our recent webinar? Our team discusses the latest on markets, the economy, and upcoming elections in this recorded video.

In the classic film “It’s a Wonderful Life,” George Bailey learns not every blessing or curse ends up being as fortunate or ill-fated as expected. Likewise, investors should avoid reading […]

While our investment strategy is relatively simple, it’s not always easy. Here’s why doing the tough work of riding out the market’s ups and downs is the best way to […]

In the last few weeks, there has been a stark contrast between stock market performance and economic indicators. Why is the stock market rallying in this economy?

Our team talks about investing through downturns and how to make the most of today’s financial planning opportunities in this recorded webinar.

As headlines trumpet troubles of today’s economy, what has history taught us about times like these? Five key insights can provide perspective—and hope for the future.

This week’s headlines have likely caught your attention. Here’s how we’re addressing the recent market volatility.

The Dow Jones Industrial Average has been the gold standard of financial indicators for generations of investors. While it remains a fixture in financial reporting, is the Dow still relevant […]