- The S&P 500 reached fresh all-time highs ahead of the Independence Day holiday weekend
- In the face of unknowns around tariffs and interest rate uncertainty
This week’s insight is a bundle of joy—it’s all about baby bonds.
Amid ongoing tweaks to President Trump’s One Big, Beautiful Bill (OBBB), which we’ve dissected
This week’s insight dives into a new Gallup poll on what investors want.
In a survey conducted during the throes of the sharp stock market selloff of early April
- The S&P 500 built on its post-Liberation Day low, led by the Mag 7 stocks
- Global equities hit all-time highs, while the bond market steadied itself after a shaky
- The S&P 500 is up almost 20% from its April 7 low, led by tech stocks
- After another good jobs report, interest rates have stabilized
- Corporate earnings are
This week’s insight is about an old man yelling at a cloud, in a manner of speaking.
A recent Wall Street Journal article profiled “finfluencers,” also known as
- Last Thursday and Friday were tough on the bulls, with the S&P 500 tallying a 10% two-day drop, the worst since March 2020
- With fear comes opportunity, though
This week’s insight spotlights cash balance plans and how they, or other retirement savings vehicles, could save you big dollars come tax time.
Small business
A Growth Scare Spooks Stocks, But February Losses Held In Check
- US large caps fell slightly last month after rising in January
- Markets have chopped around since
- Entrepreneurs should always know how much their company is worth whether it is for a potential sale, succession planning, or just ongoing financial planning
- We
- December was a tough month for most areas of the market amid returning inflation jitters
- The S&P 500 dipped to close out the year, but strength in the Mag 7 kept
- The S&P 500 and Nasdaq closed at record levels last week
- Interest rates have dipped as Trump’s cabinet takes shape
- Huge retail sales numbers and strong corporate
