As elections approach, media noise and investor anxiety often rise, but historical data shows that market volatility in election years is nearly identical to
Whereas the first half of the year’s market performance was narrowly dominated by the S&P 500, since the end of the second quarter, a broader-based performance
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a
The relationship between job openings and the stock market has historically been strong, with both moving in tandem as indicators of economic health. However
Navigating Medicare Open Enrollment and Its Role in Your Retirement Plan
As you approach or enter retirement, one of the most crucial decisions you'll make
Incorporating Biblical Principles into Financial Planning: A Faith-Based Approach to Retirement
In planning for the future, many people turn to financial
Over the past year, we’ve seen a significant drop in mortgage rates, which historically has acted as a positive catalyst for stocks. When the average 30-year
What’s the first thing you think of when it comes to money?
Are your thoughts more positive or negative?
Whatever’s natural to you can speak to your money mindset
When interest rates drop, existing bonds become more valuable because they pay a higher rate than new bonds. Recently, the expectation of rate cuts boosted
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important
Historically, the stock market tends to perform well after interest rate cuts, which is why many investors are optimistic, and we've seen positive reactions
The concentration of the S&P 500 in a few major stocks has significantly increased and continues to pose a risk for markets. For instance, Nvidia by
