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What Fed Rate Cuts and Disinflation Mean for Long-Term Investors

Markets continue to be driven by artificial intelligence stocks and the timing of the Fed's first rate cut. Beyond the day-to-day swings, these drivers reflect important trends in innovation, productivity, and the health of the economy. They are also the result of the pandemic-era easy money policies and fiscal stimulus measures that led to booms in the tech sector and rapid price increases. As the dust settles on the inflationary...

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Last-Minute Tax Deduction Strategies

Even if you’re tax planning at the last minute, you can take advantage of these deductions to lower your taxable income. As you’re preparing for tax season, you may be thinking about all the ways you can maximize your deductions and credits while minimizing your tax liability. If you’re not aware of all the opportunities available to you, you could miss out on significant tax savings.  Exploring options like donations, retirement contributions,...

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How Gold, Bitcoin and Market Breadth Impact Diversified Portfolios

The stock market rally has briefly paused as investors weigh the timing of the first Fed rate cut this cycle. So far this year, the S&P 500 has achieved 16 new all-time highs amid steady economic growth, improving inflation, and the ongoing rally in tech stocks. Many other asset classes have also contributed to portfolio gains in this environment. Both gold and Bitcoin, for instance, have also reached new highs...

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How Presidential Elections Affect the Stock Market

With the presidential election season heating up, there will no doubt be a flurry of daily headlines between now and election day on November 5. A rematch between Joe Biden and Donald Trump seems inevitable with Trump currently leading many presidential polls among registered voters while Biden is raising and spending more campaign funds. Although a lot can happen between now and November, it's natural for some investors to be...

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