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U.S. stocks posted strong gains for a second straight week, as news of a two-week ceasefire and plans for direct U.S.–Iran negotiations sparked a broad risk-on rally. This helped ease concerns over energy supply disruptions and pushed oil prices... on
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Happy New Year, and welcome to the new The Weekly Commentary! This weekly newsletter is still packed with all... Read More
2025 ended with double-digit returns across all three major stock market indexes, marking the third consecutive year of gains... Read More
The health of the U.S. economy is a key driver of long-term returns in the stock market. Below, we... Read More
As we kick off the new year, this is a friendly reminder for clients who make quarterly estimated tax... 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
“Life is a series of new beginnings. Embrace each one with courage.” — Roy T. Bennett Read More
As part of our continued efforts to offer exceptional service to our clients and community, The Weekly Commentary is... Read More
Check out Looking Ahead: Seven Investment Themes for 2026 where Bill Henderson, Chief Investment Officer, highlights the key themes... 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 2025 ends, it is a great time to reflect on your tax and financial year and prepare mentally... Read More
Tune in on Wednesday, 6 p.m., for a pre-recorded “Your Financial Choices” show on WDIY 88.1 FM with Laurie... Read More
“Year’s end is neither an end nor a beginning but a going on, with all the wisdom that experience... Read More