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Last week, financial markets struck a balance between optimism and caution as investors sorted through mixed signals. U.S. stocks ended modestly higher, led by strength in technology and consumer discretionary names, while bond yields ticked up as inflation data... on
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U.S. stock markets posted strong gains this week, with all major indexes reaching new record highs. The Dow Jones... Read More
MARKET HEAT MAP The health of the U.S. economy is a key driver of long-term returns in the stock... Read More
Imagine you receive a large medical bill or you have an unexpected home repair. Do you have funds available... Read More
Tune in Wednesday, 6 PM, “Your Financial Choices” show on WDIY 88.1 FM. Laurie Siebert, CPA, CFP®, AEP®, will... Read More
“I have not failed. I’ve just found 10,000 ways that won’t work.” ― Thomas A. Edison Read More
In 1985, the cost of a gallon of gas was $1.09, the top TV show was The Crosby Show,... Read More
Markets had mixed performance last week, with the Dow Jones Industrial Average dipping 0.3%, the S&P 500 rising 0.3%, and... Read More
MARKET HEAT MAP The health of the U.S. economy is a key driver of long-term returns in the stock... Read More
September’s theme is “Being Prepared,” which starts with understanding how to protect yourself financially when disaster strikes. This week,... Read More
Tune in Wednesday, 6 PM, “Your Financial Choices” show on WDIY 88.1 FM. Laurie Siebert, CPA, CFP®, AEP®, will... Read More
“Education is not the filling of a pail, but the lighting of a fire.” – W.B. Yeats Read More
We are thrilled to announce that our Chairman and Founder, Thomas Riddle, CPA, CFP, has been selected to receive... Read More