Broker Check
Posted on February 04, 2025

AI bubble burst? What’s next

After reaching new record highs in recent weeks, markets plunged on worries that cheaper AI competition from China could pose risks to U.S. tech companies.1 What caused the market reaction? Let’s dive in. What caused the tech market crash? Much of the market run-up over the last two years has been driven by AI mania, with U.S. […]

Category: News

Posted on November 21, 2024

What will the new administration do first?

Now that the election is over, what will the new administration prioritize in the new year? Here are a few things we’re watching in the months ahead: The debt ceiling debate may reignite in early 2025. The debt ceiling, the cap on the total amount of debt the U.S. can hold, has been suspended as part […]

Category: News

Posted on October 10, 2024

Impact of hurricanes

It’s been a rough couple of weeks for the Southeast and we wanted to check in. Storms can take a massive toll on families and communities, with challenges that take months and years to resolve. With an active hurricane season upon us, we’d like to take a moment to talk about how natural disasters can […]

Category: News

Posted on September 26, 2024

Lower interest rates. Now what?

The Federal Reserve recently voted to cut interest rates, shaving 0.5% off the benchmark .1 Markets rallied exuberantly at the news, reaching new highs.2 Why did the Federal Reserve cut rates? With inflation on a strong downward trajectory and concerns about economic weakness rising, the Fed clearly decided now was the right time to cut. […]

Category: News

Posted on September 04, 2024

What do you know about interest rates?

Whenever you listen to financial experts, there’s one topic that will almost always come up: interest rates. But what do interest rates have to do with your portfolio and wealth? It turns out, a whole lot. When you hear the term “interest rates” on the news, it’s usually referring to the Federal Funds Rate, which […]

Category: News

Posted on August 22, 2024

What happens next? (market rollercoaster)

It’s been a wild August for markets. Recession fears kicked off the worst selloff since 2022 at the beginning of the month. Then markets staged a choppy recovery, even notching the strongest week of the year along the way.1 That’s not so surprising. It’s very common for a strong recovery to follow a selloff. It’s […]

Category: News

Posted on August 08, 2024

Market Meltdown

We’re sure you saw the headlines. After hitting new highs last month, markets dropped dramatically, erasing months of gains.1 It feels like the sky is falling. Let’s take a step back and take a look at what’s going on. (Scroll to the end if you want our takeaways.) What’s behind the market drop? A couple […]

Category: News

Posted on July 18, 2024

Missing Out On Growth

When you see headlines like, “Nvidia becomes world’s most valuable company…”1 Or read that a few stocks are responsible for most of the market’s gains… Or see some newsletter bragging about a X,XXX% return on a single stock pick…  It’s natural to wish you could go back in time, invest in a “sure thing,” and […]

Category: News

Posted on May 23, 2024

Inflation Relief

After months of simmering inflation reports, it looks like inflation finally eased slightly in April.1 Are prices stabilizing? Can we breathe a sigh of relief? Let’s dig a little deeper. What’s inside the latest inflation report? Economists typically look at two major inflation gauges: the Consumer Price Index (CPI) and the Personal Consumption Expenditures Index […]

Category: News

Posted on April 17, 2024

“Magic” retirement number?

New research has found a new “magic” retirement savings number. (We explain how inflation factors in below.) We say “magic” because if you put 10 people in a room, you’ll get 10 different opinions about how much you should save for retirement. And this estimate is no different. Northwestern Mutual surveyed 4,588 adults and found: […]

Category: News

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