Equities rebounded last week despite heightened volatility driven by inflation data and geopolitical headlines. Optimism improved late in the week as easing geopolitical tensions in the Middle East and progress toward a potential U.S.-Iran agreement helped offset...
By Michael Samford On May 10, 1869, at Promontory Summit, Utah, two locomotives faced one another across a strip of raw earth. A telegraph operator tapped out a single word to a waiting country: “DONE”. The first transcontinental railroad did not merely shorten a...
Equities pulled back from recent highs last week, as a sharp drop in technology names weighed on the broader market. Value stocks comfortably outperformed growth stocks across the board, widening the year-to-date lead of large-cap and mid-cap value over their growth...
By Justin Morgan With Memorial Day now behind us and the unofficial start of summer underway, it’s a natural time to pause, recharge, and … … take stock of where your financial plan stands halfway through the year. OK, not exactly fodder for an opening line from...
Equity indices continued to notch new highs last week, buoyed by optimism over a prospective Iran-U.S. peace agreement, falling oil prices and sustained AI momentum. Growth stocks continued to lead value stocks, narrowing the year-to-date value outperformance across...
It’s a common misconception that the Free Application for Federal Student Aid (FAFSA) is only relevant for families with financial need. In reality, completing the FAFSA can benefit all families — including those with significant income or assets. Here are a few...
U.S. equities extended their winning streak last week, with the S&P 500 rising for the eighth consecutive week, its longest run since 2023, gaining 0.91%, while the Dow Jones Industrial Average advanced to an all-time high of 50,579. Small-cap and value stocks...
U.S. equities slowed their pace last week, as earnings strength and ongoing AI enthusiasm did its best to offset rising Treasury yields and inflation worries. The S&P 500 eked out a 0.17% gain, while the Dow dipped 0.11%. However, as earnings season winds down,...
U.S. equity markets rose for the sixth consecutive week as stronger-than-expected corporate earnings and hopes of a peace deal kept investors in a jovial mood. The S&P 500 ended the week up 2.4% while the Nasdaq finished up 4.5% for the week. As we enter the final...
By John Deglow After twenty-five years in financial planning, one pattern stands out to me which often surprises others. That is, the clients who worry most about having enough money for retirement are often the ones who have the most. Some of the most anxious people...