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Recent Blog Posts

The Rise of AI Equities: Market Developments and Considerations

October 2, 2025

In 2025, equities related to artificial intelligence (AI) have continued to capture significant investor interest, largely driven by accelerating advancements in AI technologies and their expanding use cases across a diverse range of industries.

Navigating Volatility: October 2025 Market Update

Personal Investor

October 2, 2025

As we step into October 2025, financial markets have become notably more volatile, with sharp swings across stocks, bonds, and commodities.

Markets Climb Despite Shutdown and Jobs Miss

Personal Investor

October 1, 2025

Stocks rallied for a fourth straight session on Wednesday, with investors largely brushing off the U.S. government shutdown and a surprise drop in private-sector employment.

Markets Close Out Strong Quarter on AI Optimism, But Eyes Turn to Shutdown Risks

Personal Investor

September 30, 2025

Stocks capped off a solid September and their second consecutive quarterly gain on Tuesday, buoyed by AI enthusiasm and lower rate expectations.

Economic Impact of the 2018-2019 Federal Government Shutdown and Looming Budget Standoff

Personal Investor

September 30, 2025

A five-week partial shutdown of federal government operations from December 2018 to January 2019 reduced U.S. economic output by an estimated $3 billion, based on reports from nonpartisan government analysts.

Year-End Tax Planning: Kick Off the Season with Key Deadlines and Smart Strategies

Personal Investor

September 30, 2025

As the year draws to a close, it’s a great opportunity to review your finances, take advantage of available tax benefits, and set yourself up for a smoother tax season.

Stocks Shake Off Tariff Shock; Bonds Drift as Fiscal Questions Linger

Recent Blog Posts

The Rise of AI Equities: Market Developments and Considerations

Navigating Volatility: October 2025 Market Update

Markets Climb Despite Shutdown and Jobs Miss

Markets Close Out Strong Quarter on AI Optimism, But Eyes Turn to Shutdown Risks

Economic Impact of the 2018-2019 Federal Government Shutdown and Looming Budget Standoff

Year-End Tax Planning: Kick Off the Season with Key Deadlines and Smart Strategies

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