An Investment Fiduciary

The Markets   Bond yields are rising—and they have investors’ attention. Last year, the United States Federal Reserve (Fed) lowered the...

01.06.25 Hello, 2025!   As we head into a new year, it can be helpful to look back at the previous year—and 2024 was a doozy. Stocks in...

The Markets   Consumers were more optimistic. Investors were less so. As we neared the end of 2024, U.S. consumers were feeling...

The Markets   How high can U.S. stocks fly? The U.S. stock market has delivered exceptional performance over the past few years and...

The Markets   How high can U.S. stocks fly? The U.S. stock market has delivered exceptional performance over the past few years and...

The Markets   U.S. stocks thrive amid turmoil. The performance of the U.S. stock market is striking. Last week, the Standard & Poor’s...

The Markets   Not one, but two!  United States stock markets are serving another cup of cheer this year. The Standard & Poor’s (S&P) 500...

The Markets   The post-election rally resumed. Investors shook off concerns about interest rates and inflation, and U.S. stocks climbed...

The Markets   The United States stock market changed course. Last week, the strength of the United States economy slowed investors’ roll....

The Markets   Stock markets celebrated the results of the presidential election. Bond markets were less enthusiastic. Last week, United...

The Markets   Are we witnessing an historic event? For an airplane or a spacecraft, a soft landing occurs when the vehicle “touches the...

The Markets   Financial markets appear to have pre-election jitters. The United States election is less than two weeks away. The...

The Markets   Happy birthday! The bull market in stocks charged past its two-year birthday on October 12. “This unique bull market is...

The Markets   There was a lot to celebrate last week!  The Standard & Poor’s 500 Index closed above 5,800 for the first time—and that’s...

The Markets   Living the realities of risk and reward. Asset allocation is important because it helps investors manage the risk and...

The Markets   The Standard & Poor’s (S&P) 500 Index hit a new all-time high last week. The S&P 500 has had quite a year. Despite a sharp...

The Markets   Rates moved lower and stocks moved higher. In 2022, the United States Federal Reserve (Fed) began raising interest rates as...

The Markets   There was a lot of good news last week!  Inflation continued to trend lower . The Consumer Price Index showed that...

The Markets   Investing in September can be like biting into a jelly doughnut and finding boiled cabbage—full of unwelcome surprises....

The Markets   The near future is more predictable than the distant future. Last year, the St. Louis Federal Reserve explored the accuracy...