Recent Market Volatility

Recent Market Volatility

Investor sentiment has shifted sharply over the last few weeks, driving the U.S. stock markets, as measured by the S&P 500 Index, lower by approximately 10%. The potential catalysts include artificial intelligence disruptions, markets navigating the Trump...
Understanding the Ins and Outs of IRA Accounts

Understanding the Ins and Outs of IRA Accounts

An IRA, or Individual Retirement Account, is intended to assist you in saving for retirement. As the name implies, the account is for an individual. It cannot be held jointly with your spouse or another person. An IRA offers significant advantages, including: Tax...
7 Steps to Achieve Financial Fitness

7 Steps to Achieve Financial Fitness

What is financial fitness? Briefly, financial fitness describes your overall financial well-being, akin to how physical fitness pertains to your physical health. The American Medical Association says, “Regular physical exercise is one of the single most important...
Recap 2024 and Looking Ahead…

Recap 2024 and Looking Ahead…

2024—Another rise in excess of 20% One year ago, we opined, “Rate cuts that occur because the Fed ‘can,’ not because they ‘must,’ is the preferred path” for investors. It’s not that we have special insights when peering into the future. We have yet to find anyone who...
Bull Market–Two Years and Running

Bull Market–Two Years and Running

Two years and running Last month, the bull market turned two years old. Since bottoming on October 12, 2022, the S&P 500 Index has advanced 60% through the last day of October, according to S&P 500 data from the St. Louis Federal Reserve. The S&P 500 Index...