Stocks rebound as CPI lands in line; long-end yields hover near 5% while oil cools

After four down sessions, U.S. equities firmed into the close as August CPI matched expectations, easing the week’s rate jitters sparked by hotter PPI and a spike in crude.

Recent Blog Posts

Pro Tips for Nonprofits: Partner up to stand out

Non-Profit

April 15, 2021

Nonprofits consistently operate with limited resources needed to effectively market, outreach, and raise awareness for their cause. In a recent study by the Nonprofit Research Collaborative, 18% of nonprofits saw “small staff, transitions in staff” as one of their biggest challenges while 11% of nonprofits deemed “donor cultivation, acquisition, retention, [and] communications” as one of their biggest challenges.

New Year’s ‘Financial’ Resolution

Planning

January 12, 2021

Amid all the negative news 2020 brought us, there are many valuable lessons to be taken away from all the turmoil it has caused. In a year that was wrecked by a global pandemic, locked us in our homes away from friends and family, forced significant stress from the wild market gyrations, and threatened our jobs with the economic uncertainty;

A peek at investing in a Trump or Biden economy

Personal Investor

October 23, 2020

As November 3rd is fast approaching, we seem to be fielding more and more questions about how the presidential election will impact personal investments.

Starting a 401(k) for my Business: Why and How

Business Owner

October 6, 2020

A 401(k) plan can be an excellent tool to invest in your employees. The benefits of a 401(k) are not one-sided and can benefit both the employer and employee.

Creating Your Own Retirement Assets

Retirement

September 15, 2020

Do you ever wonder what to do if your employer doesn’t offer a retirement plan to participate in? Many people assume that it means you cannot contribute towards your retirement.