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Equity markets finished the week on a mixed but generally positive note, with the Dow and S&P 500 roughly flat for the week while the Nasdaq led the way, rising about 1.5% over the week. A flurry of reports... on
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We’re proud to share that Joseph Goldfeder, CFP®, has been named to InvestmentNews’ 5-Star Financial Planners 2026 list. Each... Read More
Equity markets finished the week on a mixed but generally positive note, with the Dow and S&P 500 roughly... Read More
MARKET HEAT MAPThe health of the U.S. economy is a key driver of long-term returns in the stock market.... Read More
Getting a large tax refund can feel like a financial win for many taxpayers. It can fund vacations, pay... Read More
Tune in on Wednesday, 6 p.m., to the latest “Your Financial Choices” show on WDIY 88.1 FM. Laurie Siebert,... Read More
“Surround yourself only with people who are going to take you higher.” ― Oprah Winfrey Read More
Spring is the perfect time to hit reset—not just at home, but with your finances too. A quick financial... Read More
U.S. stock indexes rose 3–7% last week, marking a notable gain. While we maintain confidence in strong long-term fundamentals,... Read More
MARKET HEAT MAPThe health of the U.S. economy is a key driver of long-term returns in the stock market.... Read More
Once your taxes are filed, the next step is simple: wait…and wonder when the refund will be deposited into... Read More
Tune in on Wednesday, 6 p.m., to the latest “Your Financial Choices” show on WDIY 88.1 FM. Laurie Siebert,... Read More
“Whether you know or not, you are the infinite potential of love, peace and joy” ― Amit Ray Read More