Blog
Strong Earnings Continue to Power Stocks Higher
The second half of 2026 began with investors facing no shortage of uncertainty, from the Iran conflict and higher oil prices to ongoing questions surrounding potential payoffs from massive artificial intelligence (AI) investment...
Read MoreBack-to-School Financial Checkup
It is almost that time of year again to prepare for classes. It’s also the perfect time to review your financial goals to see if you’re on the right track for the school year and beyond.
Read MoreMid-Year Market Outlook 2026
As we move into the second half of the year there are a variety of areas steering the economy and markets. LPL Research published their Midyear Outlook: Policy, Buildouts, & Bottlenecks to provide investors with their data-driven...
Read MoreUnderstanding Your Retirement Planning Phase: Why Timing and Strategy Matter
Retirement planning isn’t a one-size-fits-all process. It’s a dynamic journey that changes depending on where you are in life. Each stage comes with unique opportunities and challenges, and planning appropriately can significantly...
Read MoreHow Far Can a Record-High Market Rally Go?
We all know the only constant in life is change. And the markets are not exempt from this fact of life as they constantly rise and fall...
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It’s Time to Talk About Healthcare Directives for Your College-Bound Child
This topic hits especially close to home as our daughter Emma is headed to college in San Diego in August. We’re busy checking off the to-do list: dorm supplies, textbooks, a new laptop, and the rest. But one thing we didn’t want to...
Read MoreWhat Is Liability Umbrella Insurance and Why You Might Need It
When your standard insurance policies, like auto or homeowners insurance, don’t cover everything, liability umbrella insurance steps in as an extra layer of protection. Though not as commonly discussed, this type of insurance can be...
Read MoreIs the U.S. truly entering a “manufacturing renaissance”?
In a recent commentary, LPL Research explores whether the U.S. is truly entering an industrial rebirth. Many public figures have pushed to bring manufacturing back to the U.S. after decades of globalization. The research shows...
Read MoreUnderstanding Financial Literacy
Financial literacy is a person’s understanding of money-related topics, including personal financial management, budgeting, and investing. This article discusses why financial literacy is essential and how individuals can improve their...
Read MoreMaking sense of the market downturn
The first quarter has been full of market volatility with moments of record-setting rallies and recent declines. LPL Research analyzed the recent decline in the equity markets and provided a technical outlook for investors. Their analysis..
Read MoreAre changes in AI affecting the markets?
There has been a significant shift in the market narrative regarding Artificial Intelligence (AI), with fears moving from an "AI bubble" (centered on businesses overspending for this technology) to "disruption risk"...
Read MoreSlam the Scam
On March 5th, 2026 the Social Security Administration (SSA) and its Office of the Inspector General (OIG) will once again partner for their annual Slam the Scam Day. The importance of Slam the Scam Day is to raise awareness...
Read MoreMarket Summary: A Month of Milestones and Rotation
Market UpdateMarket Summary: A Month of Milestones and RotationDuring the first month of 2026, European and international markets generally continued their 2025 momentum, often outperforming the U.S. markets, which faced a more...
Read MoreA Look into 2026: What Economic Trends Will Persist?
As we turn the page into a new year, we are looking ahead to what indications are revealing about the economy in the coming year. LPL Research has published their 2026 Outlook: The Policy Engine, providing a comprehensive recap of the...
Read MoreImportant Year-End Financial Reminders to Consider
As the calendar winds down, now is the perfect time for a quick financial year-end check, ensuring you maximize savings opportunities, minimize taxes, and avoid costly mistakes before the clock strikes midnight. Here are key items...
Read MoreEmerging from the Shutdown and Key Factors to Watch
Emerging from the Shutdown and Key Factors to Watch November was defined by the ending of the historic 43-day government shutdown, which finally ended on November 12. While the reopening brought a sense of relief to the markets, it...
Read MoreRetirement plan contribution limits increased for 2026
You can contribute a little more to your retirement plans next year. Every year, the IRS decides what the retirement account contribution limits will be for the upcoming year as well as what the income thresholds will be for qualifying...
Read MoreMarkets Hit New Highs as Fed Continues Rate Cuts
The Federal Reserve (Fed) continued its new easing cycle in October, providing further support for the stock market's upward trend...
Read MoreBuilding a Financial Safety Net: How Much to Save and Where to Store It
It’s Financial Planning Month which is a good time to start with the basics, like what is a safety net, how much should you save, and where should you save it?
Read MoreFed's Rate Cuts Fuel Market Rally
Market Update The Federal Reserve (Fed) is restarting its rate-cutting cycle, which has often been a positive sign for the stock market. The Fed lowered interest rates by 0.25% in September. This widely anticipated cut was the first...
Read MoreFinancial Markets Continue to Climb Despite Cracks in Employment and Persistent Inflation
Claims for unemployment benefits recently rose to an 11-week high and hiring has slowed in private-sector businesses. The economy only added 22,000 jobs in August, which was below the number expected by forecasters...
Read MoreMarket Update
July market news was dominated by the One Big Beautiful Bill Act (OBBBA), which was signed into law by President Trump on July 4th. From taxes to everyday finances OBBBA introduced many changes that will impact individuals and families.
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