Markets Take a Breather After Rally; Fed Cut Likely Next Week

Stocks ended the week on a muted note after a strong rally, with the S&P 500 and Nasdaq hovering near record highs.

Recent Blog Posts

"The investor of today does not profit from yesterday's growth." - Warren Buffett

June 1, 2023

This quote suggests that investors should not assume that the historical growth or success of a particular investment or company will automatically lead to future profitability.

77 percent of women believe if they had a financial advisor to help them, they’d feel more confident about their financial future.

Personal Investor

May 31, 2023

A 2021 Fidelity study found that 64 percent of women want to be more financially active.

Are you considering an early exit from the workforce and dreaming of an extended retirement?

Retirement

May 30, 2023

While it may seem enticing, it's essential to recognize that a lengthy retirement can have its share of unexpected downsides. Let's explore three potential drawbacks you might have yet to consider, along with strategies to help you prepare for them.

Weekly Market Recap Week Ended May 26

Personal Investor

May 28, 2023

Mixed market U.S. stock indexes started the week on a negative note but shifted in a positive direction on Thursday and Friday. Results varied widely, with the NASDAQ posting a 2.5% total return, the S&P 500 adding 0.3%, and the Dow slipping 1.0%.

"Rule No. 1: Never lose money. Rule No. 2: Never forget rule No.1" - Warren Buffett

Personal Investor

May 25, 2023

Buffett's first rule, "Never lose money," highlights the principle of capital preservation. He believes protecting your capital should be a primary focus because losing a substantial portion of your investment can significantly hinder your ability to generate long-term returns. By avoiding significant losses, you can ensure that your capital remains intact and has the potential to grow over time.

Why the next economic recovery may be stronger than expected.

Personal Investor

May 25, 2023

While many investors are focused on the timing and severity of the next recession, Jared Franz has turned his focus to longer term questions: What could be the catalysts for a subsequent recovery? And what are some of the implications of that recovery for investor portfolios?