Money is a major source of stress for many Americans. If you want to improve your financial health this year, you’re not alone. The question is, where should you start? You don’t have to reinvent the wheel. Follow these seven simple steps to make progress toward your financial goals. 1. Get a Clear Picture of […]
Stocks Trade Higher as Market Leadership Broadens Monthly Market Summary The S&P 500 Index gained +1.5% in January, setting a new high as it traded above 7,000 for the first time. Large Cap Growth declined -1.5% as tech stocks traded lower, while Large Cap Value rose +4.6%. The Russell 2000 returned +5.4% and set new […]
Key Updates on the Economy & Markets Markets navigated a complex environment in Q4. The quarter started with a government shutdown, which lasted 43 days and delayed key economic data releases. The lack of timely information made it difficult to assess the economy’s strength and contributed to periods of volatility as the market reacted to […]
Interest rates are constantly in flux, and many don’t realize that this impacts their personal finances and retirement plans in significant ways. If you have a savings account, loans, investments, or retirement accounts, the decisions you make when interest rates rise or fall directly affect your financial security. Here’s what you need to know. Key […]
Whether it’s the holidays or a birthday, giving is a wonderful way to express feelings and make people smile. While it’s common to give gifts to loved ones, giving to those you don’t know can be as rewarding. Making charitable donations to those in need doesn’t just fill you with a sense of purpose and […]
View How Charitable Giving Can Affect Your Taxes and Retirement Planning
What the Holidays Can Teach Us About Budgeting for Long-Term Goals The holidays are a magical time when family and friends gather together and make new memories. Unfortunately, the fun sometimes comes with a hefty price tag that can devastate your bank account if you’re not careful. Putting the time in beforehand to plan out […]
Markets Digest the Path of Interest Rates & the Next Phase of the AI Cycle Monthly Market Summary The S&P 500 Index returned +0.2% in November, its seventh consecutive monthly gain. Large Cap Growth declined -1.8% as AI-related names came under pressure, while Large Cap Value rose +2.7%. The Russell 2000 and the Dow Jones […]
Keurig Dr Pepper (KDP) is brewing up changes again. The company behind both morning coffee pods and afternoon sodas announced it’s acquiring JDE Peet’s and plans to split into two independent businesses. It’s a brave move that changes the way KDP does business in two very different markets: coffee and soft drinks. It could also […]
View Keurig Dr Pepper’s Big Move: Brewing Up Change in the Beverage World
Budgets are tough. You make them with the best of intentions, listing your expenses and setting spending limits for each category. But then life happens, and you go over those limits more than you’d like. You’re not alone — not by a long shot. Budgeters miss their targets all the time, and the reasons are […]
A new year is a fresh start — and the perfect time to get your finances in shape. Learning from common money mistakes can put you on the right track and help you make smarter choices all year long. Money Mistakes To Avoid You don’t need to wait for January 1 to start your New […]