For many families, a home is more than a place to live. It may be their largest asset, their biggest monthly expense, and one of the most significant financial decisions they make. Housing also plays an important role in the broader economy, accounting for roughly 15%...
A rising market can bring reassurance, and a new set of questions. As the bull market enters its fifth year, this is a good time to look at what has changed, what has not, and how both fit into your financial plan. At a Glance Since its October 2022 low, the S&P...
The third quarter gave investors plenty to digest. Interest rates climbed to levels not seen in roughly two decades, putting pressure on bonds. At the same time, strong corporate earnings helped major U.S. stock indexes reach new highs. Oil prices moved higher, the...
After a historically strong start to the year, markets have now pulled back 2.5% to begin the second quarter. Concerns around geopolitical tensions in the Middle East, inflation, corporate earnings, and other issues have led to a market decline, pushing the VIX index...
With the 3rd quarter officially in the books, Kevan provides a recap of financial market performance and events in this video. Market volatility has continued as investors are still keeping an eye on inflation and the Federal Reserve actions, not to mention the...
Volatility Persists Yet Q4 Returns Have Remained Positive While we have seen more volatility in December, major indices are still up significantly since the start of Q4. Even with many prominent CEOs and investors predicting a recession in 2023, investors have become...