Summer Storms?

Clouds may be gathering. Should investors be worried about a storm? Let’s look at some factors that could trigger a market selloff in the weeks or months ahead. (Note: we’re not saying a selloff is definitely going to happen—we want you to be prepared if it does.) Factor #1: Stocks

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Inflation Relief

After months of simmering inflation reports, it looks like inflation finally eased slightly in April.1 Are prices stabilizing? Can we breathe a sigh of relief? Let’s dig a little deeper. What’s inside the latest inflation report? Economists typically look at two major inflation gauges: the Consumer Price Index (CPI) and

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Zombie Recession?

Is a zombie recession coming? (By that, we mean that renewed fears of a “hard landing” recession have emerged from the grave and are walking among us.)1 Many analysts were convinced that the U.S. economy could achieve a coveted “soft landing,” but they might be overly optimistic. Want to skip

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“Magic” Retirement Number

New research has found a new “magic” retirement savings number. (We explain how inflation factors in below.) We say “magic” because if you put 10 people in a room, you’ll get 10 different opinions about how much you should save for retirement. And this estimate is no different. Northwestern surveyed

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Rates & Record Highs

The stock market rocketed to new record highs after the latest FederalReserve meeting.1 Will markets continue to rise? Will stocks take a dive after the recent record highs? What could the Baltimore bridge collapse mean for the economy? Let’s discuss. Why are stocks on such a tear? Despite some bumps

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Market Volatility- Fear & Greed

The S&P 500 broke the 5,000 level recently for the first time in history as investors embraced euphoria and rallied.1 And then tumbled as investors got jittery.2 Then yo-yo’d a bit more. Fear and greed are the two halves of the investor psychology coin. When investors are feeling greedy and

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2023 in Review

How did 2023 go for you? Let’s take a moment to review some of the year’s major market and economic trends. (Before I sign off, I’ll also pass along a few thoughts about what 2024 could have in store.) AI became a major tech trend1 After ChatGPT launched in late

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Cutting through the Noise

Quick question: What do you usually find yourself reading? News summaries, headlines, and quick bits to keep yourself updated? Or longer reads like books and articles? We’re ever more inundated with information that’s eager to capture our attention. We click because we want to stay up to speed and avoid

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2024 Contribution Limits

As we approach 2024, it’s essential to prepare for the financial changes that come with it. One critical aspect of financial planning is understanding the annual contribution limits for various accounts, as these limits can significantly impact your ability to save and invest for the future. In this article, we’ll

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Looking ahead to a Home Purchase?

High rates convincing you to stay put as long as possible? With mortgage rates pushing above 7%, you might think a reasonable mortgage is out of reach. I’ve got some not-so-great news for you. Current rates aren’t actually that high, historically speaking.  They just look high because we’ve gotten used

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