Software Industry Suffers February revealed a growing divergence beneath the surface of the market. While the S&P 500 remained relatively steady, software stocks sold off sharply, highlighting renewed pressure across the SaaS landscape. AI’s expanding influence has increased investor scrutiny around software companies’ long-term defensibility. Investors are increasingly evaluating which platforms can integrate AI effectively […]

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 […]

Taxing Social Security Benefits: Clearing the Confusion When the One Big Beautiful Bill Act (OBBBA) was passed in the summer of 2025, there was some confusion in messaging from the Social Security Administration about taxation of benefits.1–2 Here is an overview that may help clarify any questions you have about the new law and taxing Social […]

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 […]

Fed Cuts Rates Again, Signals It May Be Done for Now Federal Reserve officials cut interest rates at their third consecutive meeting but signaled little appetite for more amid unusual internal divisions over whether inflation or the job market should be their bigger worry.   The Fed voted 9-3 for the reduction on Wednesday, the […]

Market Summary November 2025 Healthcare Surges, Key Economic Data Canceled as Rate Cuts Remain In Play Equity Performance Value Shines Amidst Volatility, Healthcare Surges While Technology Pulls Back Markets were relatively flat in November despite heightened volatility as the S&P 500 posted a gain of 0.3%. Emerging markets took the biggest hit, ending the month down 2.4%, followed by the Nasdaq, […]