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Last week’s holiday-shortened trading session delivered a strong rebound across equity markets, with the Dow Jones, S&P 500, and Nasdaq each posting gains of more than 3% for the week. In November, performance was more mixed; the Nasdaq fell... on
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With the holiday season fast-approaching, now is the time to think about giving back to your community! As you... Read More
Equity markets were mixed last week, with the broader S&P 500 and Dow Jones Industrial Indexes closing higher while... 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
The holiday season is a time for generosity. However, new tax rules starting in 2026 make it essential to... Read More
Tune in on Wednesday, 6 p.m., for a special pre-recorded “Your Financial Choices” show on WDIY 88.1 FM. Laurie... Read More
“Travel far enough, you meet yourself.” ― David Mitchell, Cloud Atlas Read More
This Veterans Day, we honor the brave men and women who have served to protect our freedoms. It is... Read More
Monthly Market Update for October 2025 with Bill Henderson Equity markets declined across the board last week, with the... 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
A holiday bonus is always a welcome surprise, but it is important to remember the tax implications of this... Read More
Tune in Wednesday, 6 PM, “Your Financial Choices” show on WDIY 88.1 FM. Laurie Siebert, CPA, CFP®, AEP®, will... Read More
“The secret of happiness is freedom, and the secret of freedom is courage.” — Thucydides Read More