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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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“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
We are pleased to share that Chief Investment Officer William “Bill” Henderson has been invited to serve on the... Read More
U.S. stocks posted strong gains for a second straight week, as news of a two-week ceasefire and plans for... 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
As the April 15th deadline approaches, many are finalizing and submitting their 2025 returns. Filing on time remains one... 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