NEWS & INSIGHTS
2025 marked a third-straight year of stellar returns across virtually every major investment category. International stocks were the clear winners of 2025, followed by U.S. technology and AI companies. AI stocks...
Stocks continued their ascent, setting new all-time highs. U.S. stocks regained strength relative to international stocks, including a dramatic surge in small-cap stocks performance. Bonds and mortgage rates benefited...
In April, stocks experienced extreme volatility in response to tariffs followed by a rebound to new all-time highs in late June. Moody’s Ratings downgraded the United States’ credit rating due to concerns of rising...
When the stock market hits new all-time highs, it's natural to feel a mix of excitement and slight hesitation regarding actions to take (or not take). Don’t let market euphoria dictate your decisions. Focus on...
Market downturns are never fun, but they can open the door to opportunities. Seizing these opportunities can enhance your finances and your outlook during difficult times. Here are a few strategies that might be...
U.S. stocks started a sharp reversal in February on tariff concerns. Their descent accelerated post the quarter’s end when formal tariff rates were announced and imposed. International stocks rallied through March but...
A lot of fast-paced changes have occurred since President Trump took office, such as tariffs recently taking effect. While politics have historically played a small role in investment performance, some investors are...
The S&P 500 posted a second year of returns in excess of 20%. U.S. stocks rallied throughout the year, ending in double-digit returns, despite worries about an election year. CPI inflation figures dipped into the...
Stocks and bonds ascended. The Fed cut interest rates for the first time since driving rates higher in 2022. Significant reversals in stock market sector performance demonstrate the risk of chasing and timing the...
Investment returns trended higher despite a slump in April. Recent data on the economy and inflation raises hopes of a Fed rate cut before year-end. The June presidential debate added a new level of unknown as we...
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