Innovation in automotive, aerospace, manufacturing, and energy is reshaping the economy. Understanding these trends helps investors identify opportunities and manage risk with confidence.

U.S. stocks hit record highs in July before momentum faded amid rising inflation and tariff concerns. Explore key market movers, Fed policy debates, and why precious metals continue to shine.

The Federal Reserve plays a central role in the U.S. economy through interest rate policy, inflation management, and market influence, while its independence from government ensures credibility and long-term stability.

June marked a second consecutive month of market gains as tech stocks led the rally, inflation cooled, and the Fed signaled a potential shift in policy.

Value vs. growth investing explained through the lens of the P/E ratio, highlighting core differences, common risks, and how a fundamentals-driven, balanced portfolio can support long-term financial goals.

Recent headlines regarding tariffs have captured significant attention and financial markets have responded decisively to these announcements.

Fair value goes beyond market price and is often determined using key valuation metrics like P/E ratio, ROE, and DCF, along with factors like growth potential and investor sentiment.

In times of market uncertainty, it is natural to feel uneasy about your investments. As…

Teach the value of saving, investing, and financial planning. Honor your family's financial legacy by giving the gift of financial literacy!

Understand how Federal Reserve rate cuts impact stocks, bonds, and gold, and learn how historical trends can guide investment strategies during monetary easing.

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.

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.

Discover how the Tortoise and the Hare fable reveals the critical importance of diversification in building and preserving long-term wealth.

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.

Remember when China was the growth engine of the world? For decades the question wasn’t if, but when the Chinese economy would surpass the US. But, is China's economic miracle over?

Thinking of rolling over your 401(k) or IRA? Discover the crucial IRS rules and deadlines you need to know to avoid hefty taxes and penalties.

Learn how the SEC's move to a T+1 settlement cycle impacts your investments, enhances market efficiency, reduces risk, and improves liquidity. Stay informed on the benefits and implications for your portfolio management and cash flow.

The Magnificent Seven has been discussed extensively in investing circles. But what are the risks, particularly for the companies that have been leading the market to all-time highs?

While elections can certainly be an emotional time, they are not the time to make drastic investment decisions based solely on election outcomes.

Effective investment strategies tailored to various life stages help ensure you mitigate the impact of sequence-of-returns risk. Safeguard your portfolio and financial well-being effectively during the transition from wealth accumulation to retirement.

Oil makes the world go around, or at least helps vehicles that go around the world. The oil market has always been as volatile as it has been important to economies across the globe.

Explore the transformative impact of Artificial Intelligence (AI) on investing and how it can be a valuable tool for informed decision-making.

AI has become a disruptive force in the economy, raising questions about its impact on society. While AI has shown great promise in boosting stock returns, it also poses challenges concerning job losses, disinformation, and ethical considerations.

Fall is in the air, and the US stock market has taken its cue, with the S&P 500 index posting the worst month this year, falling 4.77%. Bonds were not much better, falling 2.54% for the month.

In the heat of summer, returns across both stocks and bonds were decidedly cold. The main driver of underperformance for the month was expectations of the future path of interest rates.

Generate income for your portfolio by utilizing effective portfolio income methods like Tax-Loss Harvesting and Covered Call Writing. Learn how these methods work and how to implement them to optimize your earning potential.

June continued a run of surprising stock market returns for 2023. One month does not make a trend, but it's comforting to see stocks perform positively.

Many of us understand and recognize inflation. What we don’t know is how high it will go or how long it will last.

Navigating the financial industry can be daunting. More so for someone that may not have experience in the industry or be aware of the multiple service delivery models that are available.

Market volatility can lead some investors to make quick decisions that can ultimately harm their long-term investing goals. It's important to know if you are investing with your emotions or remaining objective.

By Greg Berg, CFA, CAIA - Senior Vice President & Senior Portfolio Manager After an…