Market Commentary

Year-End Financial Checklist: Steps to Start the New Year Right

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Changing Course

The United States stock market changed course. Last week, the strength of the United States economy slowed ... ...

Stock Markets Celebrated

Stock markets celebrated the results of the presidential election. Bond markets were less enthusiastic. Last Week ... ...

Long-term Care Awareness Month

Long-term Care: What's Your Plan? November is National Long-Term Care Awareness Month. It is a campaign to ra ... ...

A Historic Event

Pre-election Jitters

Financial markets appear to have pre-election jitters. The United States election is less than two weeks aw ... ...

Stock Markets in an Election Year

It’s common for there to be a lot of uncertainty in an election year, especially when it comes to the stock ... ...

Happy Birthday to the Bull Market!

Happy birthday! The bull market in stocks charged past its two-year birthday on October 12. “This unique bu ... ...

A lot to Celebrate

There was a lot to celebrate last week! The Standard & Poor’s 500 Index closed above 5,800 for the fi ... ...

Understanding Wealth Management Fees

Wealth management fees play a significant role in your long-term financial planning. These fees can vary depen ... ...

Risk and Reward

Living the realities of risk and reward. Asset allocation is important because it helps investors manage th ... ...

A New All-Time High

The Standard & Poor’s (S&P) 500 Index hit a new all-time high last week. The S&P 500 has had ... ...

Interest Rates Moved Lower

Rates moved lower and stocks moved higher. In 2022, the United States Federal Reserve (Fed) began raising int ... ...

A Lot of Good News

There was a lot of good news last week! Inflation continued to trend lower. The Consumer Price Index showed t ... ...

Understanding the Role of a Fiduciary Financial Advisor: Why It Matters for Your Financial Future

When it comes to managing your finances and planning for the future, choosing the right financial advisor is o ... ...

Predicting Future Economic Conditions

The near future is more predictable than the distant future. Last year The St. Louis Federal Reserve explore ... ...

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