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Category: Investments

Stick figure dragging a chain with a debt ball

What Debt, Deficits, and the Moody’s Downgrade Mean for You

May 30, 2025 | ,
Moody’s recent downgrade of U.S. credit has sparked fresh concerns about debt, deficits, and political gridlock. This piece breaks down what it means for investors—and why staying focused on long-term goals still matters most.
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Money with arrows going three different ways.

Market Volatility, Trade Tensions, and Investor Pessimism: What Really Matters

February 25, 2025 |
Market headlines are filled with concerns about trade tensions, investor pessimism, and economic uncertainty. History shows that market swings and negative sentiment often don’t reflect long-term investment outcomes.
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Bullseye target with money coins for 2025 market insights

2025 Market Insights

December 19, 2024 |
2024 brought strong market gains, steady growth, and easing inflation. As 2025 approaches, navigating high valuations, political shifts, and rate changes calls for balance and discipline. Discover five key lessons to stay confident and prepared.
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A button that says vote.

Trump vs. Harris: What Investors Should Know Ahead of the Presidential Election

October 29, 2024 | , ,
Wondering how the election could affect your portfolio? Learn why economic fundamentals—not politics—drive long-term trends and how to keep your financial plan on track.
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Percentage sign with arrow going down.

What Do Fed Interest Rate Cuts Mean for You?

September 29, 2024 |
The real impact of rate changes on markets and how understanding the why behind the Fed cuts is just as important as the cuts themselves. Whether it's the potential for volatility or long-term benefits for stocks and bonds, we’ll help you stay focused on the bigger picture.
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File folders with papers in them.

What Financial Documents Do I Need To Keep On File?

July 30, 2024 | , , , ,
Need a break from the heat? Cool off with some shredding and filing. Our handy checklist will help you decide what to keep and what to purge.
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Young woman working at a grocery store

Kickstart Your Child’s Savings With a Roth IRA

June 26, 2024 | , ,
With summer break here, many students are starting summer jobs. This is a great chance to teach them about saving and investing.
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Red and White dice with Net Worth on one side.

What Does the Dow’s All-Time High Mean for Me?

May 29, 2024 |
The Dow Jones hit 40,000! Despite inflation and high interest rates, strong consumer spending and rising household net worth are driving growth.
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Commercial Real Estate Buildings.

Don’t Lose Hope in Your Real Estate Investments

April 29, 2024 |
Higher interest rates, the shift to remote work, and the rise of e-commerce have all contributed to struggling commercial real estate values. But, history and bright spots in the market provide reasons for optimism.
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Beginning of the Year

What Issues Should You Consider at the Start of the Year?

December 15, 2023 | , , , ,
Resolutions aside, the beginning of a new year is always a great time to take stock of your family's finances and plan for the year ahead. Let our handy checklist walk you through some key areas.
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