Staying the Course: What Earnings Season Means for Your Investments
While the calendar marks four seasons each year, the financial markets follow a rhythm of their own. Four times a year, companies report their results during what’s known as “earnings season”—and these updates may influence short-term market movements. Earnings season...
How OPEC, Tariffs, and Record Highs Intersect with Long- Term Investing
Throughout much of stock market history, investing centered primarily on the selection of individual stocks and bonds. Over recent decades, however, macroeconomic (“big picture” economy) developments have come to exert an increasingly powerful influence on...
Using a Roth IRA for Children in a Family Business
Small business owners may find it challenging to find ways to provide additional benefits to their children who work for the company. One often overlooked choice is including a Roth individual retirement account (IRA) as part of their compensation, a strategy that may...
How the Housing Market Shapes the Broader Economy & Your Financial Picture
For most households, a home is far more than just a place to live — it is typically their most significant financial asset, their largest monthly expense, and also their primary source of debt. At the macroeconomic level, the housing market is closely linked to...