Article
Your Guide to Paying for College: Save More, Stress
June 12, 2025
A savings strategy that includes a tax-advantaged 529 plan can help you prepare for the challenge of paying for college.
Article
What Caused Mid-May’s Market Sell-Off — and What Happens Next?
May 22, 2025
The sudden decline was driven largely by the bond market, not by any shift in the economy or corporate fundamentals.
Article
Here’s What the U.S.-China Trade Agreement Shows Us About Patience
May 13, 2025
Investors who remained steady through the selloff have been rewarded with a sharp rebound.
Article
Falling Dollar, Rising Yields: What Does It Mean for the Markets?
May 1, 2025
Large drawdowns are common for the U.S. dollar, but the speed of the decline is unusual.
Article
Understanding the ‘Fear Gauge’: How Volatility Affects the Market
April 24, 2025
Recent swings in the Volatility Index look similar to what we experienced during the pandemic.
Article
When Markets Drop, Big Gains Often Follow. Here’s Why That Matters.
April 17, 2025
Volatility is likely to continue as the markets digest ever-changing policy initiatives. Remember, long-term goals require long-term perspective.
Article
How to Manage Your Emotions — and Your Portfolio — in a Jumpy Market
April 11, 2025
Those who can tune out the noise and focus on long-term goals are better positioned for a better financial future.
Article
Tariffs, Tech & Turmoil: What’s Driving Market Volatility?
April 3, 2025
The Magnificent Seven tech stocks were down about 16% in the first quarter, trailing the broader S&P 500 index.
Article
What We’re Watching: The Market Rebounds and the Tax Deadline Looms
March 27, 2025
Use this checklist to help you prepare for the filing deadline; it also is a great time to review your financial plans.
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