In six of the past seven years, the S&P 500 has delivered double-digit returns. That kind of consistency speaks to the power of long-term investing, even in the face of frequent uncertainty. What made last year especially notable is that returns were not limited to...
It has been nearly three years since the arrival of OpenAI’s ChatGPT-3.5, marking generative AI’s watershed moment. Suddenly, algorithms could produce text, computer code and images comparable to human output—and an AI investment boom was underway. Fast-forward to today, when suddenly, nobody writes their own...
In today’s world, it’s harder than ever to know which financial “news” you can truly rely on. Between social media, 24-hour news channels, podcasters, and opinion-driven talk shows, it can feel like everyone has a microphone—and very few have real data. As investors, this matters. The...
Market Update: Third Quarter 2025 The long days are gone, the leaves are falling, and we might be on our way to another fantastic year for US and international markets. Stocks posted strong returns again for the third quarter, with the S&P 500 Index up 8.18%....
Hope you had your seatbelt fastened! What a ride we endured this quarter, huh? After a sharp drop in early April due to new tariff announcements, U.S. stocks made a strong comeback. By the end of the second quarter, stocks had gained more than 11%....
As individuals approach the culmination of their careers, concerns about financial stability and lifestyle transitions often come to the forefront. The journey of Evelyn and Thomas showcases the thoughtful preparation and sacrifices required to transition from demanding professional lives to a fulfilling retirement. Their meticulous...
I’ve re-written this update three times now – once for each major change in the investment news over the last two weeks. Headlines have been very unsettling so far this year. Trade tensions, recession fears, inflation concerns, and federal budget cuts have all contributed to...
This past month has been a rollercoaster for stocks and if you’re starting to feel the pain, you're not alone. Let’s make some sense of what’s going on. Watch as a video instead: https://youtu.be/_nC3e83HZH4 We have experienced pullbacks in all major market indices, and large corrections...
https://youtu.be/S7YcSqKrLd0 Happy Friday! I’m here with a quick but important market update following Wednesday’s 1,100-point drop in the Dow—a move that understandably caused concern for many. My goal today is to offer you some perspective and provide clarity on what’s happening so you can approach these...
Market Update: Third Quarter 2024 Well, it finally happened. After months of will-they-or-won’t-they speculation, the Federal Reserve cut interest rates in September. And it was a relatively big one: The half-percentage-point decrease was the biggest the Fed has made since its emergency rate reductions in March...