The Markets
Will the bull market in stocks continue?
There is always a diversity of opinion about whether stocks are headed higher or lower. Last week, investors
The Markets
Will the Fed lower rates?
Last week, in a much-anticipated speech, Federal Reserve (Fed) Chair Jerome Powell said, “In the near term, risks to
The Market
Was inflation higher, lower, or steady?
Perspective has a tremendous influence on how we perceive the world around us. If you saw any three-dimensional
The Markets
Earnings season happens four times every year. It’s the period of time when publicly traded companies report how they performed during the previous
On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law. This sweeping legislative package combines permanent tax reforms, new deductions
I remember when multi-factor strategies became popular 15 years ago. They were marketed to add more diversification than the market while capturing the known
My spouse, Jorvany, and I have two dogs: Max, a Terrier mix, and Nani, a Chihuahua. On July 4th, Jorvany left for a month-long trip to visit his family in
What a whirlwind were the first two quarters of the year!
If we simply looked at year-to-date returns, it would seem like a pretty normal year. Up 6% for the S&P
When people hear the term estate planning, many assume it’s something only the wealthy need to worry about. In reality, estate planning is an essential part of
A business owner's mindset is often focused on long-term survival. Yet, according to the U.S. Bureau of Labor Statistics, only 25% of new businesses survive 15
The Markets
Employment was top of mind for financial markets last week.
Economists and investors hoped May employment information would provide insight to the
The Markets
Consumers were feeling cautiously optimistic.
When people talk about the United States economy, they’re usually referring to gross domestic product
