Handling Market Volatility Conventional wisdom says that what goes up, must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when it’s your money at stake. Though there’s no foolproof way to handle the ups and downs of the stock market, the following common sense […]

Net Unrealized Appreciation: The Untold Story If you participate in a 401(k), employee stock ownership plan, or other qualified retirement plan that lets you invest in your employer’s stock, you need to know about net unrealized appreciation — a simple tax-deferral opportunity with an unfortunately complicated name. When you receive a distribution from your employer’s […]

Geopolitics and the U.S. Financial Markets International conflicts and other global events dominated the news in early 2026, most notably the U.S. action in Venezuela and pressure to obtain control of Greenland, as well as anti-government protests in Iran and a snap election in Japan. These are all serious issues that can have far-reaching consequences […]

The SEC’s Office of Investor Education and Assistance (OIEA) and Division of Enforcement warn investors that scams involving stock recommendations may be conducted through social media. Investors should never make investment decisions based solely on information from social media platforms or apps. Watch Out For Stock Tip Red Flags. Did you click on an advertisement online […]

Wall Street Expects the Market to Keep Rallying in 2026 Despite Lofty Valuations Wall Street is betting that falling interest rates and strong corporate earnings will be enough to eke out yet one more year of stock-market gains. It’s going to be close. After posting double-digit percentage increases for three straight years, from 2023 through […]

Annual Market Review 2025 Overview The year 2025 was extraordinary for the economy and the markets. Sweeping tariffs, a cooling labor market, rising consumer prices, a prolonged U.S. federal government shutdown, turmoil in the Middle East, and the ongoing Russia/Ukraine war were some of the many factors that should have signaled economic contraction and a […]

Why the Dot-Com Comparison Falls Short in 2025 AI Leadership and Market Anxiety 2025 has been defined by an increasingly concentrated market led by a handful of mega-cap names. The top ten holdings in the S&P 500 now comprise roughly 39 percent of the entire index, a level of concentration that raises questions about the index’s […]

Market Summary October 2025 Tech Leads While Materials Lag All Indices Positive as the Fed Cuts Rates Again Nvidia Overtakes Entire Nations Nvidia (NVDA) has officially entered uncharted territory. The company’s market capitalization has surged past $5 trillion, making it larger than the entire GDP of every country globally except the United States and China. At this scale, […]

Mandatory Roth Catch-Up Contributions Begin in 2026 For nearly a quarter century, employers have been able to offer their retirement savings plan participants age 50 and older a valuable opportunity — the chance to make additional catch-up contributions to their plan.1 Thanks to the SECURE 2.0 Act passed in 2022, that opportunity became even more valuable: […]

Sweet Strategies: What Halloween Candy Can Teach Us About Investing Halloween is the one time of year it’s perfectly acceptable to trade chocolate for gummy candy or diversify your stash with a little of both. Believe it or not, your candy bag can teach us a great deal about building a well-balanced investment portfolio. Let’s […]