Markets End Strong Week at Record Highs Amid Mixed Jobs Data and Trade Uncertainty
U.S. equities finished the first full week of 2026 on a high note, brushing aside tariff-related worries and underwhelming job creation to notch record closes across major indexes.
Plan Your 2026 Financial Check-Ins
Setting regular (quarterly or semi-annual) financial check-ins helps you stay on track with your goals.
Write Your 2026 Money Rules Before the Market Tests You
Writing a few simple money rules for 2026 can help you stay calm, stick to your plan, and avoid making knee-jerk decisions when headlines get loud.
Markets Digest Rotation as Tech Falters, Small Caps Surge
Stocks showed mixed performance Thursday as investors continued a sharp rotation out of mega-cap tech and into small caps, energy, and defense.
Avoid “All-or-Nothing” Moves: A More Human Approach to New Year Investing
Avoiding “all-or-nothing” decisions at the start of the year can help reduce risk, avoid unnecessary taxes and trading costs, and support more consistent long term investment results. Instead of making big, dramatic changes, a rules based rebalancing process offers a steadier and less stressful way to adjust your portfolio than swinging between 100% cash or 100% aggressive investments.
Does Your Investment Risk Truly Reflect Your Real Life?
If the market dropped 25% this year, would your life plans still feel okay—or would everything suddenly be on hold?
Markets Climb to New Highs on AI Momentum, Rate Cut Optimism
U.S. equities extended their rally Tuesday, with the S&P 500 closing at a new all-time high, buoyed by renewed enthusiasm for AI-related stocks and growing confidence in Fed rate cuts.
Command Your Cash: How to Talk Through and Tackle Your Top 5 Money Priorities for 2026
Choosing your top five money priorities for 2026 is about setting clear intentions before the year speeds by.
30-Minute Cash Flow Map: Take Charge of Your 2026 Finances the Simple Way
Step 1: Capture your income (5 minutes) Write down your reliable after-tax income for a typical month.
2026 Money Reset: Turn 5 Bold Resolutions into a Deadline-Driven Wealth Plan
A 2026 financial reset is the perfect moment to turn hopeful money resolutions into a concrete, actionable plan.
Markets Inch Higher to Start 2026 Amid Rate Worries and Tech Weakness
U.S. equities opened the year on a choppy note, with modest gains in the S&P 500 and Dow offset by tech sector drag on the Nasdaq.
Markets End Strong Year on Soft Note as 2025 Wraps
Stocks ended 2025 with a fourth straight day of losses, trimming gains but still closing out a strong year.