The second quarter of 2024 had mixed results across the major indices with the S&P 500 increasing by 4.28%, the Dow Jones Industrial Average decreasing by 1.27%, the mid and...

The first quarter of 2024 extended recent gains to a five-month win streak for the S&P 500 and produced the highest first-quarter return since 2019. The S&P 500, which is a...

2023 was an eventful year in the U.S. financial markets with every broad index except commodities ending the year with a positive return and the S&P 500 (proxy for the...

Intra Quarter Market Update Given the recent drop in values across most financial markets, we are providing a market update prior to quarter end. We hope this content will offer...

One of our advisors, Benjamin Cummings, PhD, CFP®, joined with some of his colleagues from the American College of Financial Services to create a list of expert financial planning tips...