November 2024 Market Update The pre-election jitters stifling market demand were extinguished in overwhelming fashion as Republicans regained a firm grip on the US government. Unprecedented tariffs and the potential
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No doubt you’ve been noticing that U.S. stocks have been reliably outperforming stock market indices in Europe and Asia over the past decade or two, but you might question whether
Mike Zarrelli discusses the estate planning process in our latest video. Estate Planning Crash Course Transcript Hey, everyone. Welcome to this month’s financial planning video. Last month we wrote
With the election right around the corner, it is not uncommon for investors to be a bit spooked about what may lie ahead. Here’s the secret: Although there may be
Aaron Weston discusses the Fed’s rate cut and the opportunities and risks created for portfolios. Unpacking the Fed’s Rate Cut Transcript Aaron: Hey, all, and welcome to this edition
Stocks continued their seemingly relentless march to greater heights in the third quarter, with the S&P 500 Index (which represents the largest U.S. companies) tacking on another 5% on top
Jordan Daugherty discusses big tech fatigue and fed cuts in our September video market update. Stock Market Update Transcription Welcome back. I’m investment analyst Jordan Daugherty, and this is your
This month’s Technical Tuesdays video, presented by Aaron Weston, CFP®, and Mike Zarrelli, CPF®, EFA, shares stories about why we do financial planning. Unlocking the Hidden Impact of Financial Advisors
Major stock indexes started August on a short-term correction led by Big Tech. The Nasdaq slid over 13% from its July highs before staging a partial retracement. With a late-summer
There was a time, back before 2020, when the rules covering people who inherited traditional IRA accounts were simple. Before the SECURE Act was passed, people could spread out their