Investment Insights & Financial Planning Advice

Choose a content category or browse all of them

All Blog Market commentary Videos

Retail’s Christmas miracle: inflation eases, consumers spend, jobs multiply

November 22, 2022

Compared to the past two seasons, this fourth quarter began with a lot of momentum, which feels like a miracle.

The value of financial advice

November 17, 2022

Is it worth the cost to hire an advisor? People say they can listen to the news to find out where and how to invest, so, “Wouldn’t I be better off just keeping the fee for myself?”

Housing market predictions for the next 5 years

November 15, 2022

The housing market is a hot topic right now, and after experiencing rapid growth over the pandemic years it looks to now be slowing down.

Why is inflation so high still? The main drivers of rising prices

November 10, 2022

Inflation remains stubbornly high. Uncertain energy costs combined with supply and demand mismatches mean higher prices could continue for a while, well beyond the end of 2022.

How to avoid self-inflicted losses in a down market

November 8, 2022

If you’re checking, chasing, and stock-picking, you may increase the odds of self-inflicted losses when the market is down.

Don’t mix politics and investing. The midterms might not matter to your portfolio.

November 1, 2022

Despite the polarization ahead of midterms, avoid the temptation to make significant changes to a long-term investment plan based on which party controls Congress.