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Market Insights & Financial Guidance Site Map

Market Commentary

Market Snapshots

  • 08/2022:
    An Aggressive Tone in August
  • 07/2022:
    A Jubilant July
  • 06/2022:
    A Jumpy June
  • 05/2022:
    A Mixed May
  • 04/2022:
    April Angst
  • 03/2022:
    A Momentous March
  • 02/2022:
    A Frenzied February
  • 01/2022:
    Off to a Rough Start
  • 12/2022:
    That's a Wrap
  • 11/2022:
    A Not Novel November
  • 10/2022:
    A Rocking October
  • 09/2022:
    An Unsurprising September Slump
  • 08/2022:
    Seven Straight Months of S&P 500 Gains
  • 07/2022:
    Six Straight Months of S&P 500 Gains
  • 06/2022:
    Growth Rebounds in June
  • 05/2022:
    Investors Bought In May
  • 04/2022:
    April Acceleration
  • 03/2022:
    Rates March Higher
  • 02/2022:
    February Frenzy
  • 01/2022:
    January Tests Resolutions
  • 12/2022:
    2020 is Finally Over
  • 11/2022:
    A November to Remember
  • 10/2022:
    More Trick Than Treat in October
  • 09/2022:
    Spooked in September
  • 08/2022:
    Continued Ascent in August
  • 07/2022:
    A Jumbo July
  • 06/2022:
    More Signs of Recovery in June
  • 05/2022:
    “May”-terial Gains
  • 04/2022:
    An Astonishing April
  • 03/2022:
    A Forced March Lower
  • 02/2022:
    Fright and Flight in February
  • 01/2022:
    January Tests New Year Resolutions
  • 11/2022:
    Heading North in November
  • 10/2022:
    A Rock'n October
  • 09/2022:
    A Sneaky September
  • 08/2022:
    An Anxious August
  • 07/2022:
    Adjusting in July
  • 06/2022:
    A Giant June
  • 05/2022:
    May Meltdown
  • 04/2022:
    April Appreciation
  • 03/2022:
    A Merry (But Wary) March
  • 02/2022:
    A Warm and Fuzzy February
  • 01/2022:
    A Gigantic January
  • 12/2022:
    A Dismal December
  • 11/2022:
    No Rest in November
  • 10/2022:
    A Red October
  • 09/2022:
    A Surprising September
  • 08/2022:
    August Appreciation
  • 07/2022:
    A Jump in July

Market Reactions

  • 02/2022:
    Ukraine
  • 02/2022:
    Russia’s War Against Ukraine Changes the Economic Landscape
  • 02/2022:
    Geopolitical Risks Rise
  • 01/2022:
    Fast Money Out, Wise Money Steady
  • 11/2022:
    What's Nu? Portfolio Strategies for the Omicron Variant
  • 11/2022:
    The Fed Decides to Taper
  • 07/2022:
    The Delta Drop
  • 06/2022:
    The Fed Sends a Signal
  • 05/2022:
    Goldilocks Can’t Find the Right Temperature
  • 03/2022:
    Too Hot to Handle?
  • 02/2022:
    The Great Inflation Debate
  • 02/2022:
    A Corner of Chaos
  • 11/2022:
    Washington Watch: The Nation Waits…
  • 10/2022:
    Unanswered Questions
  • 09/2022:
    Gravity Still Exists
  • 03/2022:
    When Time Stands Still
  • 03/2022:
    COVID-19 and Its Economic Impact
  • 03/2022:
    The Great Shutdown
  • 03/2022:
    Falling Oil Prices, Yields, and Stocks — What's Next
  • 02/2022:
    Waking Up to the Coronavirus
  • 01/2022:
    What Does the Coronavirus Mean for Investors?
  • 10/2022:
    The U.S. Economy Downshifts to Modest Growth
  • 11/2022:
    A “Blue Wave” in the House; “Red Save” in the Senate
  • 10/2022:
    All Eyes on Washington

Weekly Market Update

  • 09/2022:
    Lather, Resolve, and Repeat
  • 09/2022:
    A Wake-Up Call
  • 09/2022:
    Hut, Hut, Hike!
  • 08/2022:
    Wrangling Inflation in Jackson Hole
  • 08/2022:
    Slow Fashion
  • 08/2022:
    Dueling Mandates
  • 08/2022:
    Two Quarters and Eight Weeks
  • 07/2022:
    The Tortoise and the Hare
  • 07/2022:
    Unacceptably High
  • 07/2022:
    Can the Fed Stick the Landing?
  • 06/2022:
    A Rally Amid a “Challenging” Backdrop
  • 06/2022:
    A Textbook Example
  • 06/2022:
    Mixed Messages
  • 05/2022:
    Are We There Yet?
  • 05/2022:
    Coming in Hot
  • 05/2022:
    Keeping an Eye on Inflation
  • 05/2022:
    Fast and Furious
  • 04/2022:
    Has U.S. Inflation Peaked?
  • 04/2022:
    Too Much or Not Enough?
  • 04/2022:
    Breaking the Cycle
  • 03/2022:
    Walking a Tightrope
  • 03/2022:
    March Madness
  • 03/2022:
    The Fed Decides
  • 03/2022:
    Treading Carefully
  • 02/2022:
    A Swift Response To Russia
  • 02/2022:
    Geopolitical Risks Rise
  • 02/2022:
    On the One Hand…On the Other Hand
  • 01/2022:
    The March Towards March
  • 01/2022:
    Pondering the Punch Bowl
  • 01/2022:
    New Year, New Fed
  • 12/2022:
    The Powell Pivot
  • 12/2022:
    Taper Time…Again
  • 12/2022:
    Oh C’mon Omicron
  • 11/2022:
    Infrastructure Month
  • 11/2022:
    Inflation Nation?
  • 11/2022:
    Higher for Longer
  • 11/2022:
    Let’s Make a Deal
  • 10/2022:
    An Abnormal Return to Normal
  • 10/2022:
    Inflation is Here. Will it Stay for Dinner?
  • 10/2022:
    The Table Has Been Set
  • 10/2022:
    D.C. Drama
  • 09/2022:
    That Was Short-Lived
  • 09/2022:
    Pressure Builds
  • 09/2022:
    Should Investors Be Nervous?
  • 08/2022:
    Taper Time?
  • 08/2022:
    The Three I’s
  • 08/2022:
    The Waiting Game

Webcasts

  • 06/2022:
    Mid-Year Outlook 2022 Webcast with Shawn Snyder and Kris Bitterly
  • 03/2022:
    Answers to Commonly Asked Questions on Taxes and Estate Planning
  • 12/2022:
    The Expansion Will Endure
  • 11/2022:
    How Will President Biden's Infrastructure and Build Back Better Acts Financially Impact You?
  • 06/2022:
    2021 Mid-Year Outlook on U.S. Markets
  • 06/2022:
    2021 Mid-Year Outlook - Traveling to the post-COVID world: New portfolios for a new economy.
  • 04/2022:
    What Does the Future
    Hold for Taxes and Public Policy?
  • 03/2022:
    Yields Have More Room to Rise
  • 01/2022:
    2021 Outlook - A New Beginning: Investing in a Post-COVID World
  • 11/2022:
    Washington Watch: The Potential Impact of the Election
  • 10/2022:
    Washington Watch: The Path to the Presidency Webcast
  • 06/2022:
    Mid-Year Outlook 2020: A Changed World
  • 03/2022:
    Falling Oil Prices, Yields & Stocks: What to Expect Next
  • 02/2022:
    An Update on the Coronavirus and the U.S. Primary Season
  • 01/2022:
    The Year Ahead: How to Navigate Both Volatile Markets and the New Tax Laws

Market Outlook

  • 06/2022:
    Video: Build Quality, Resilient Portfolios Now
  • 06/2022:
    Video: The Digital Revolution Has Far to Go
  • 06/2022:
    Video: The Rise of Asia: G2 Polarization Accelerated
  • 06/2022:
    Video: Where to Look for Portfolio Income
  • 06/2022:
    Mid-Year Outlook 2022 —
    Investing in the Afterglow of a Boom
  • 12/2022:
    Outlook 2022 —
    The Expansion Will Endure:
    Seeking Sustained Returns
  • 12/2022:
    Video: The Expansion Will Endure
  • 12/2022:
    Video: Unstoppable Trends — The Rise of Asia
  • 12/2022:
    Video: 5G and Beyond —Connection to the Future
  • 12/2022:
    Video: Cyber Security — Safeguarding the Data Revolution
  • 12/2022:
    Video: Fintech — Financial Services Trasformed
  • 12/2022:
    Video: Unstoppable Trends — Greening the World
  • 12/2022:
    Video: Digitization — Reshaping Real Estate
  • 12/2022:
    Video: Beat the Cash Thief
  • 06/2022:
    Traveling to the Post-COVID World: New Portfolios for a New Economy
  • 12/2022:
    Market Outlook 2021
    A New Beginning:
    Investing in a Post-COVID World
  • 10/2022:
    Washington Watch: The Path to the Presidency
  • 06/2022:
    Mid-Year Outlook 2020: A Changed World — Investing in the New Cycle
  • 01/2022:
    Outlook 2020: Back to the Future
  • 07/2022:
    Mid-Year Outlook 2019: Hope and Fear
  • 01/2022:
    Outlook 2019: Finding The Light
  • 07/2022:
    Mid-Year Outlook 2018: Is this The End of “Easy”?

Media

  • 09/2022:
    Recession could tip Fed into ‘holding pattern,’ strategist says
  • 02/2022:
    Jobs report getting ‘mixed reaction from the markets,’ strategist says
  • 10/2022:
    Growth earnings expected to overtake value earnings by mid-next year
  • 08/2022:
    The pressure is on for Powell and the Federal Reserve to manage the exit from ultra-easy policies
  • 08/2022:
    The Delta Variant gets blamed for everything in the markets: Strategist
  • 08/2022:
    Do you need to worry about a looming market correction? Here’s what experts say
  • 06/2022:
    Jerome Powell’s hawkish tone on inflation takes the heat off Fed
  • 06/2022:
    Wall Street holds breath ahead of Fed statement, markets dip
  • 04/2022:
    Fed meeting: Investors will be looking for 'an upgrade to their language'
  • 09/2022:
    Citi Advises Investors Not to Get ‘Emotional’ Ahead of the Election
  • 04/2022:
    It's Looking Like It'll Be a V-shaped Recovery for Stocks: Strategist

Financial Guidance

Family and Money

  • College Financial Aid: What is it and How Do You Get More?
  • Using Student Loans to Help Finance Your College Education
  • 529 Plan for Education – 4 Steps to Help Maximize Savings
  • Financially Preparing for a Baby: Diapers, Life Insurance and Education Savings
  • Money and Marriage: Tying the Financial Knot
  • Six Steps Toward Financial Empowerment: What Every Woman Should Know

Insurance & Long-Term Care

  • Learn About Medicare and Medigap
  • Elder Care: Good Planning Can Make All the Difference

Investing

  • Introduction to Exchange-Traded Funds (ETFs)
  • Trading Options: The Basics
  • Does Systematic Investing and Dollar Cost Averaging Make Sense for You?
  • Giving Your Money a Checkup: Has Your Portfolio Lost Its "Balance"?
  • Introduction to Equities
  • 6 Steps to Building Your Portfolio
  • Mutual Fund Basics
  • Five Things to Remember in Volatile Markets
  • Investing Basics: Taking on Risk — In the Hope of Earning Higher Returns
  • Introduction to Sustainable Investing

Personal Finance

  • What About an Emergency Fund?
  • Numbers You Need to Know: 2021 and 2022

Retirement

  • Approaching Retirement
  • 7 Ways You Might Think About Boosting Retirement Income & Maximizing Assets
  • The Right Time to Collect Social Security
  • Comparison – Traditional vs. Roth IRAs
  • How to Prepare Your Finances for Early Retirement

Trust & Estate

  • What to Do After a Loved One Dies: 3 Important Steps to Follow
  • Trust Fundamentals
    At a Glance
  • Your 2021 Tax Planning
  • Charitable Giving Can Benefit Tax and Estate Planning
  • Federal Estate Tax Exemption Is Set to Expire – Are You Prepared?
  • Change of Trustee Considerations
    At a Glance
  • Strategies to Deal with Potential Capital Gains Tax Increases
  • Estate Planning: Beyond a Will

Global Perspectives

  • Global Supply Chains:
    The Complicated Road Back to “Normal”.
  • COVID-19 Pandemic Series
  • Sustainable & Responsible Investing Series
  • Disruptive Innovation Series
  • Global Supply Chains

Wharton Knowledge

  • The Fed, Inflation and Interest Rates: What’s Ahead?
  • Innovate or Perish: What Businesses Should Learn from the Pandemic
  • How Insider Trading Hides Behind a Barely Noticed Rule
  • How Can Financial Institutions Prepare for AI Risks?
  • Biden’s Infrastructure Plan: Who Are the Winners and Losers?
  • Think Twice Before Paying Off Your Mortgage Early
  • Living to 100: How Will We Afford Longer Lives?
  • When Cash Is Tight, Should You Borrow from Retirement Savings?
  • Ten Guidelines for Creating Opportunities in a Time of Crisis
  • What Contributes Most to Consumer Financial Distress?
  • Market
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  • Financial
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  • Global
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