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Equity markets remained resilient last week despite higher interest rates, elevated oil prices, and ongoing geopolitical uncertainty. The S&P 500 finished modestly higher, extending its winning streak to seven weeks, while the Nasdaq briefly hit a new record before... on
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“It’s kind of fun to do the impossible.” ― Walt Disney Read More
Wishing a very Happy Mother’s Day to all! We hope your day is filled with appreciation, connection, and a... Read More
Equity markets finished the week on a modestly positive note, with the S&P 500 up roughly 0.9%, the Dow... 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
Saving for education can feel overwhelming, but 529 plans are a simple and tax-friendly way to prepare for future... 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
“With great power comes great responsibility.” ― Stan Lee Read More
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