Blog

Beyond the News

Markets continue to surprise. Despite ongoing geopolitical uncertainty and a constantly shifting economic backdrop, the data keeps telling an interesting story. We are here to give you the most up to date info. Three Top Topics for the Week: SHOCKING GROWTH. With most...

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An April to Remember

Things are looking up! The S&P 500 gained 10.4% in April for its best month since November 2020(+10.8%). April was the 27th best month in the S&P’s history since 1928 and the 4th best April on record. Historically, gains of 5%+ in April have been followed by a median gain of 2.2% in May, which is double the norm.

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A Head Start on Next Tax Season

With tax season behind us, this is a good time to look ahead and evaluate planning opportunities for the year ahead. Two areas that may be worth reviewing are Health Savings Accounts (HSAs) and Roth strategies, both of which can play an important role in long-term tax...

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4 lasting impacts of the Iran war

As global events continue to unfold, staying grounded in long-term planning is key. This article from our strategic partner, Capital Group, highlights several potential long-term impacts of the conflict in Iran. Providing helpful perspective on how geopolitical events...

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How to handle market declines

Market volatility is inevitable, but how you respond to it is within your control. In last week’s Market Update, we put recent market volatility into perspective. This week, we’re focusing on how to navigate it. Here’s additional insight from Capital Group: "You...

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Putting market volatility into perspective

It's all you hear about, it's all people are talking about: conflict in the Middle East and how it is affecting the markets. Learn more from the Capital Group on why staying invested is important amid a decline in the markets. "Should the worst oil supply shock in...

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3 views on the U.S.-Iran conflict

With ongoing concerns in the market we do our best to stay up to date with whats going on and bring you the more crucial information. Here are the latest insights from the Capital Group. "As war in the Middle East escalates, investors are confronted with the reality...

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ARE YOU READY TO TAKE YOUR PRACTICE TO THE NEXT LEVEL?