Two Weeks to Go: Tax‑Smart Rebalancing Moves to Close Out the Year
With about two weeks left in the tax year, investors still have time to rebalance portfolios in ways that manage risk and make smarter use of the tax code.
Tech Tumbles as AI Trade Loses Steam
Markets took a sharp turn lower Wednesday, led by a renewed selloff in mega-cap tech and AI-related stocks.
Markets Stumble as Jobs Data Sends Mixed Signals, Fed Cuts Remain in Play but Not Imminent
Markets closed mixed Tuesday after a noisy and inconclusive U.S. employment report kept investors guessing on the Fed's next move.
Rates, Returns, and Risk: How to Put the Fed’s Latest Move in Proper Context
The Fed’s December decision to cut rates again is important, but it is only one of many forces that will shape long-term investment outcomes.
Mid-December Checkup: Making Sure Your Portfolio’s Risk Still Fits You
Mid-December is a natural checkpoint to ask whether the risk in your portfolio still fits both your life and your nerves, and small, thoughtful adjustments now can help you stay invested through whatever the next year brings.
Markets Pull Back as AI Stocks Weigh on Sentiment
Stocks retreated Friday as investors took profits in high-flying AI names following disappointing updates from Oracle and Broadcom.
Markets Close Mixed as AI Caution Caps Gains; S&P 500 Hits New High
Markets ended Thursday with a mixed tone as the S&P 500 and Dow closed at record highs, while tech stocks lagged following a disappointing report from Oracle.
Markets Rally as Fed Cuts Rates, Signals Patience on Future Moves
Markets finished broadly higher Wednesday after the Federal Reserve delivered its third rate cut of the year and signaled a steady-hand approach going forward.
Fed Decision Day: Let Your Financial Plan Interpret the Headlines
Fed decision days often grab headlines and stir up a lot of excitement. But the real question is: does anything the Fed says today actually change your ability to reach your long-term goals?
Markets Steady Ahead of Fed Decision as Rate Outlook Takes Center Stage
Markets traded cautiously Tuesday, with investors holding back ahead of Wednesday’s critical Federal Reserve meeting.
Process Over Prediction: How Investors Should Approach Day One of the Fed’s Final 2025 Meeting
Day one of the Fed’s final 2025 meeting isn’t about making bold predictions—it’s about doubling down on discipline.
Resilient Investing Before Fed Meetings: How to Build a Stress Tested Financial Plan
A stress tested financial plan helps long term investors stay focused on what they can control instead of guessing the exact outcome of the next Federal Reserve meeting.