Market Commentary: Seven Important Things to Remember In 2025
“Stocks take the escalator up, but the elevator down.” Old investing maxim
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Market Commentary: Cautiously Optimistic on Markets
Stocks were relatively flat last week in the face of weak economic data. Services, manufacturing, and job openings all were weak, but the monthly jobs data (more below) was a bright spot. Still, in the face of slowing economic reports, we were impressed stocks were able to hold onto some gains.
Every Penny Counts: A Money Management Worksheet for Teens
Encourage wise spending and savings habits by helping your child learn to manage their money mindfully. This worksheet will show them how. Download the guide today to get started.
Investing in Your Child’s Financial Future: Helping Kids Develop Strong Money Management Skills
Gaining financial literacy at a young age is a vital key to finding financial freedom later in life. Give your kids the lessons they need now to make better decisions about money in the future.
Market Commentary: The First Quarter Ends on a High Note
In the end, stocks had a solid gain in the first quarter. The S&P 500 Index climbed 7.5%, including dividends. But it sure wasn’t easy. After being up more than 8% for the year in mid-February, stocks pulled back sharply, due in part to the banking crisis that took place the second week …
4 Hurdles in Retirement Beyond Your Investment Portfolio
Becoming hyper-focused on only one aspect of a problem is pretty much never a good approach. A racecar driver who only focuses on speed and ignores strategy won’t win races, at least not many of them. A carpenter who only hammers in nails won’t build strong structures.
Market Commentary: Stocks Are Quite Resilient
In the midst of a banking crisis that has seen some of the largest U.S. banks collapse nearly overnight and 100-year-old European banks verging on failure, not to mention a volatile bond market and a plunge in crude oil — the Federal Reserve raised rates. While we’d expect stocks to tumble …
