Recent Blog Posts

Investing with Confidence: How to Help Ensure Every Investment Suits You

Today, let’s discuss an important responsibility that every investor has: making sure that every investment you choose genuinely fits your own goals, investment time horizon, and comfort with risk.

Market Rally Continues on US-China Trade Optimism, AI Momentum

Stocks surged to fresh record highs Monday as optimism around a potential US-China trade deal combined with expectations of Fed rate cuts and strong AI-related earnings drove broad risk-on sentiment.

Stocks Hit Record Highs as Soft Inflation Data Cements Fed Rate Cut Bets

Markets rallied to fresh highs Friday as a cooler-than-expected inflation report gave investors more confidence in the Fed’s path toward rate cuts. 

Keeping Your Investments on Track: How to Review and Refresh Your Plan Each Year

A great investment plan isn’t set in stone. As your life changes—whether it’s a new job, a growing family, or shifting financial dreams—your investment strategy should change too. 

Stocks Gain as Investors Monitor China Trade News, Earnings Results; Oil Futures Surge

U.S. equities rebounded Thursday, led by strength in technology stocks as investors digested a busy slate of corporate earnings and shifting U.S.-China trade headlines.

Momentum Trade Unravels Amid Earnings Season Jitters and Renewed Trade Concerns

Markets pulled back broadly Wednesday, led by a selloff in speculative assets and high-momentum names.

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