Top Headlines Tech & Emerging Markets Lead Housing Stimulated Labor Softens as Fed Cuts Rates Equity Performance Markets moved higher across the board, as the S&P 500 posted its best September month in 15 years, gaining 3.7%. In what has historically been the worst month for stocks, every major index posted gains, led by emerging markets, which increased […]

What Happens to Your Time Horizon at Retirement? In investing, “time horizon” refers to the amount of time you have to pursue a financial goal. Along with that goal and your tolerance for risk, your time horizon is one of three key factors that typically help determine the mix of investments in your portfolio. In […]

Expectations for Rate Cuts Accelerate After months of mixed signals and market impatience, August marked a turning point in the case for rate cuts. At Jackson Hole, Fed Chair Jerome Powell acknowledged the shift, stating, “With policy in restrictive territory, the baseline outlook and the shifting balance of risks may warrant adjusting our policy stance.” With rates […]

5 Money Mistakes That Can Make the Road to Retirement Even Longer For many Americans, their 401(k) balance is a sobering reminder that good intentions don’t always lead to good outcomes. Perhaps you planned to increase your retirement savings each year, but instead succumbed to immediate gratification and upgraded to a nicer car each time […]

Holding Equities for the Long Term: Time vs. Timing Legendary investor Warren Buffett is famous for his long-term perspective. He has said that he likes to make investments he would be comfortable holding even if the market shut down for 10 years. Investing with an eye toward the long term is particularly important with stocks. […]

July 2025 Market Summary Stocks Rise to Start 2H 2025, Median Sale Price of Existing Homes Hits New High, Treasury Yields Rise Equity Markets Equities kicked off the second half of 2025 on a mostly positive note with most indices posting gains in July. The Dow Jones Industrial Average rose 0.2%, the S&P 500 added 2.2%, and the Nasdaq Composite advanced 3.7%. Only Developed […]

June 2025 Market Summary Equities End 1H 2025 with Positive June, Oil Prices Surge, Treasury Yields Fall Stocks closed out the first half of 2025 with gains across the boardas indices continued a rapid clawback out of correction territory from earlier in the year. The Dow Jones Industrial Average rose 4.5%, the S&P 500 added 5.1%, and the Nasdaq Composite advanced […]

529 Plans: The Ins and Outs of Contributions and Withdrawals 529 plans can be powerful college savings tools, but you need to understand how your plan works before you can take full advantage of it. Among other things, this means becoming familiar with the finer points of contributions and withdrawals. How much can you contribute? […]

Buffett Takes a Bow: 7 Lessons from an Iconic Investor At the age of 94, Warren Buffett recently announced his retirement as CEO of Berkshire Hathaway, the massive holding company he has controlled since 1965.1 Buffett is a venerated investor due to his financial success and long track record of stock market outperformance. The value […]

Equity Markets Equities Rally Across the Board, Nasdaq Composite Up Almost 10% in May. Stocks posted strong performances across the board including the S&P 500 and Nasdaq, which both had their best months since November 2023. The Nasdaq Composite surged 9.7%, the S&P 500 increased 6.3%, and the Dow Jones Industrial Average added 4.2%. Several […]