Publications, Insights & News

February was a turbulent month for the markets, with major tech stocks pulling back, inflation concerns resurfacing, and investors adjusting to new policy changes. While equities faced headwinds, bonds provided stability, highlighting the value of diversification. In this update, we break down key market trends, the impact of inflation, and why staying disciplined through market swings remains crucial. Read on for insights into the latest developments and what they mean for your investment strategy.

Last-minute tax prep doesn’t have to be stressful. Check out these tips to file on time and avoid penalties.

Dubbed the "eighth wonder of the world," compound interest can be a powerful force for building wealth—or accumulating debt. Unlike simple interest, it grows exponentially by earning interest on both the principal and previous interest. This article explores how compound interest works, its impact on savings and investments, and why understanding it is key to making smarter financial decisions.

January saw a strong but volatile market start, driven by policy changes, Fed decisions, and tech disruptions. President Trump’s return brought new tariffs, while Chinese AI firm DeepSeek shook the tech sector. Despite uncertainties, markets posted gains, with the S&P 500 up 2.7% and the Dow Jones rising 4.7%. As investors face evolving economic and policy shifts, maintaining a long-term perspective remains crucial.

An interest-free loan and easy monthly installments to pay for almost anything. Seems too good to be true! And it might be, with BNPL services. Learn more about these services and their potential dangers.

Retirement is a transformative phase, offering freedom and new opportunities. Our guide provides an in-depth exploration of financial management, Social Security optimization, healthcare planning, and investment strategies. Learn how to secure your future and make the most of this exciting chapter of life.

Retirement is your opportunity to enjoy the freedom you’ve worked hard to achieve. But securing your future takes careful planning. A solid strategy addresses key areas like creating a steady income, reducing taxes, managing investment risks, and planning for healthcare costs.

The S&P 500 has dropped 4.3%, and Treasury yields are rising, reflecting shifting economic conditions. With revised Fed expectations for 2025, early-year volatility could offer opportunities for long-term investors. Amid high valuations, diversification remains key. Now is the time to assess your portfolio and ensure it aligns with your long-term goals.