U.S. stocks have reached a 75-year high compared to global markets, reflecting remarkable growth and the resilience of U.S. companies. However, history reminds
When are you going to retire?
How did you make that decision?
Many of us look at finances and health when we’re deciding when to retire.
Whether or not we realize
The S&P 500 risk premium, which measures the extra earnings stocks offer over safer 10-year Treasury bonds, has turned negative for the first time in over two
The S&P 500’s rolling two-year rate of change recently hit the 95th percentile, a historically rare level of growth. While this indicates strong market
Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you
Following election day, markets often experience a short-term rally as investors anticipate changes under the new administration. Historically, however, these
Historically, the S&P 500 and the S&P 500 Equal Weight have shown strong correlation, basically moving in the same direction at the same time. Recently, however
What money topics are the most taboo to talk about?
Earnings, debt, inheritance, or net worth?
For most of us, many financial topics are simply off-limits.1
That
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
