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Markets are off to a strong start in 2026, with major indexes posting solid year-to-date gains across the board. The Dow Jones Industrial Average is up roughly 3%, while the S&P 500 and Nasdaq have each advanced about 1.8%.... on
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Equity markets posted mixed results last week as issues surrounding U.S. Regional Banks continued to roil investors. Further, Swiss... Read More
Sources: Index Returns: Morningstar Workstation. Past performance is no guarantee of future results. Indices are unmanaged and cannot be... Read More
“If we had no winter, the spring would not be so pleasant.” – Anne Bradstreet Read More
Tune in Wednesday, 6 PM “Your Financial Choices” on WDIY 88.1FM. Laurie will be discussing: Pre-Retirement Checklist. Questions can... Read More
Despite last week’s dramatic sell-off across all equity market sectors, the –4.55% drop in the S&P 500 Index fails... Read More
THE NUMBERS The Sources: Index Returns: Morningstar Workstation. Past performance is no guarantee of future results. Indices are unmanaged... Read More
“If you want something you have never had, you must be willing to do something you have never done.”—... Read More
Tune in Wednesday, 6 PM “Your Financial Choices” on WDIY 88.1FM. Laurie and her guest Daniel Banks, President at... Read More
Women’s History Month is an annual celebration in March that recognizes and honors the contributions and achievements of women... Read More
Despite U.S. Treasury Bond yields moving higher, equities notched a solid gain last week as all major indexes ended... Read More
THE NUMBERS The Sources: Index Returns: Morningstar Workstation. Past performance is no guarantee of future results. Indices are... Read More
Why Checking Your Withholding at Tax Time is Crucial: Avoiding Surprises and Penalties When reviewing your tax return, if... Read More