Special Update: Perspective on the Fed and Market Sell-Off
To paraphrase Ernest Hemingway, shifts in the stock market often occur “gradually, then suddenly.” Over the past month, the market has rotated from large cap technology stocks to small caps and other sectors. Following the latest jobs report, however, global stocks experienced a sharp pullback due to concerns over the timing of Fed rate cuts, a weakening labor market, and disappointing tech earnings. Financial markets are on edge as investors...
Family Finances: Strategic Tax Planning for Your Loved Ones
Learn where and how to look for key deductions and tax savings. When managing family finances, strategic tax planning is a cornerstone for financial wellness and future security. Why? Because it's all about understanding how to optimize your financial resources, ensuring you're not leaving money on the table or missing out on opportunities to save for the future. It's like finding a treasure map in your own backyard: You just need...
What the Summer Market Rotation Means for Investors
As the summer heats up, the stock market is experiencing its own heat wave in the form of rising volatility. Market uncertainty has climbed as investors rotate out of large cap technology stocks and into a broader array of sectors and styles, including small caps. Since their respective peaks in mid-July, the Nasdaq Composite Index has declined 7% and the S&P 500 is down about 4%. Meanwhile, the Russell 2000...
Secure Your Home with These Pro Insurance Tips
Rest assured that your home and belongings are protected with the right insurance policy. Insurance costs are some of the most important line items in your budget. Health and auto insurance are priorities, but home insurance is another expense that should top the list. You need adequate coverage if something happens to your home and possessions, but you don’t want to pay too much. Selecting the right home insurance policy can be...