December Market Commentary: A New Economic Regime Takes Shape
For now, the Federal Reserve’s approach to interest rates remains in focus. Will the strong job numbers and GDP growth make the Federal Reserve pause on lowering rates?
For now, the Federal Reserve’s approach to interest rates remains in focus. Will the strong job numbers and GDP growth make the Federal Reserve pause on lowering rates?
Feeling uncertain after the 2024 election? Here are 5 actionable steps to align your financial life with your values, support causes you care about, and stay resilient in uncertain times.
The recent election season, filled with twists and turns, concluded with the re-election of President Donald Trump. What impact will the continued Trump administration have on the economy and markets?
DAFs can transform your charitable giving, offering tax benefits, investment growth, and a streamlined approach to supporting the causes you care about. They’re a fantastic way to create a lasting legacy while making philanthropy a key part of your financial plan.
The 50-basis point interest rate cut in September marked a shift in monetary policy. While this fueled a significant downward move, new data may temper expectations for further cuts. Will the upcoming election and geopolitical tensions keep markets volatile?
As we transition from summer to fall, the spotlight is on the anticipated shift in the Fed's monetary policy. While some predict a 50-basis point rate cut, other data points towards a more conservative 25-basis point cut.
After weeks of Olympic-themed press reports about the Fed “sticking the (soft) landing,” one very bad labor report flipped the script. Did Powell wait too long to begin cutting rates? Is a recession inevitable? What is the Sahm rule?
As our parents get older, it’s important to open up the conversation about their financial well-being. While it might be uncomfortable at first, it will ultimately be helpful for both you and them. Check out our tips on how to have that conversation!
Being dropped from your home insurance is stressful, but there are ways to ensure you don’t have a lapse in coverage and that you get all your questions answered. Learn more here.
With a Fed still undecided on rate cuts and waiting on data, as well as continued heightened geopolitical risk and an election season that is already dramatic, what is in store for the balance of 2024?
If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.
May saw a return to more confidence in the economy and the markets. The Fed met early in the month, and Chairman Powell managed to curb market pessimism by stating that it was unlikely that the Fed’s next move would be a rate hike.
Celebrate Pride Month by learning how you can invest in what you believe in with the right strategy.
The Tax Cuts and Jobs Act is set to expire in 2025. This act greatly impacted individuals and businesses, so how will its rollback affect you? Find out here!
Summer is almost here, which means many of us are planning our next international vacation! Our checklist shares helpful tips to ensure you have a stress-free trip.