If there are two economic measures which reflect economic macro-trends better than others, they have to be GDP growth and inflation. These two economic measures contain data which drives job creation, the cost of living, interest rates and corporate profits. GDP...
The S&P 500 finished June down 2.9%, but still closed the second quarter with a very healthy 13% return1. Through the first half of the year, the index has gained 8%, keeping it well on pace toward our year-end price target. As we’ve discussed throughout the year,...
It happens all too often: An individual takes the time to make difficult decisions, implement estate planning strategies, establish a trust—all the right things. Yet, following the person’s death, the estate is still subject to probate and assets pass to unintended...
Did you know that only about half of U.S. adults can correctly answer basic questions about everyday money decisions? That gap in financial confidence can show up at any age, which is why an annual family conversation about finances is especially worthwhile. A simple...
As you’re gathering receipts and scrutinizing every possible deduction, remember that the best strategies to help minimize your tax liabilities aren’t found at the end of the year, but through the decisions you make after you file your taxes. In fact, to meaningfully...
Less than a month to go before “halftime” in 2026 and, so far, global equity returns are solidly good. The S&P 500 has advanced almost 11% in price through May, while the small cap laden Russell 2000 index has surged almost 18% in price. On the international...
Curious about how to make federal estimated tax payments online? Check out our guide below for key steps that can help you pay your taxes and stay on track with important quarterly tax dates.
The S&P 500 rebounded sharply in April, rising 10.5% and bringing year-to-date returns to 5.7%. Looking across major indices, emerging markets and small cap stocks outperformed the S&P 500, while developed international equities posted solid, albeit less...
The S&P 500 finished the month of March down 5.0%, bringing year-to-date losses to 4.3%. There were very few places to hide, as 10-year Treasury yields rose from 3.96% to 4.32%, gold declined 11%, and international equities underperformed their domestic...
Recent events in the Middle East have understandably captured the world’s attention. Joint airstrikes against Iran targeting key military installations have escalated tensions in the region, and Iran has responded with missile attacks directed at Israel and several...
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