Investment Commentary | December 2024
December brought a rocky close to 2024, with markets facing challenges but maintaining resilience. Optimism around AI advancements, rate cuts, and election outcomes kept investors focused on opportunities ahead.
The Gift That Keeps Giving: Teaching Financial Literacy During the Holidays
Teach the value of saving, investing, and financial planning. Honor your family's financial legacy by giving the gift of financial literacy!
Investment Commentary | November 2024
November brought plenty for investors to celebrate, with strong S&P 500 gains driven by Fed rate cuts and election outcomes.
The Historical Implications of Federal Reserve Rate Cuts on Stock, Bond, and Gold Markets
Understand how Federal Reserve rate cuts impact stocks, bonds, and gold, and learn how historical trends can guide investment strategies during monetary easing.
Investment Commentary | October 2024
October markets started strong but ended with volatility driven by AI concerns, small-cap losses, and global pressures, while precious metals held steady.
The Value of Expertise: Why Many Investors Overlook Financial Advisors
Discover why working with a financial advisor can enhance your long-term returns, improve asset allocation, reduce emotional investing mistakes, and help secure your financial future.
Investment Commentary | September 2024
September brought market resilience amid volatility, with the S&P 500 rising and emerging markets outperforming, driven by economic shifts and global events.
Market Memo | August 2024
August's market volatility, driven by tech stock concerns and economic uncertainty, has investors bracing for rate cuts and geopolitical risks ahead of election season.
Why Diversify?
Discover how the Tortoise and the Hare fable reveals the critical importance of diversification in building and preserving long-term wealth.
Market Memo | July 2024
Amid global focus on the Paris Olympic Games, July saw the S&P 500's positive returns for the third consecutive month, despite economic challenges and market volatility.