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Market Insights & Financial Education Site Map

Market Commentary

Market Snapshots

Market Reactions

Weekly Market Update

  • 02/2025:
    When the World Divides
  • 02/2025:
    Keeping Our Balance Amid Upheaval
  • 02/2025:
    US Trade Deficit, Market Cap Surplus… Is the World Ready for This?
  • 02/2025:
    Disrupting the Disruptors
  • 01/2025:
    U.S. Trade Deficit, Market Cap Surplus
  • 01/2025:
    The Strengthening Case of Income in a Portfolio
  • 01/2025:
    Looking Back to Assess “What Sort of Year This Will Be”
  • 12/2025:
    Great Year, Tough Week into Holidays
  • 12/2025:
    Opportunities, Risks for a “Rule-Breaking” Expansion
  • 12/2025:
    Rising US Expectations and “Reflexivity”
  • 12/2025:
    Navigating Tariffs and Deregulation
  • 11/2025:
    Start Broadening Investment Horizons
  • 11/2025:
    Post Election Rally Takes a Pause
  • 11/2025:
    Post US Election Update: Driving Faster vs Going Farther
  • 11/2025:
    Top Tech Takeaways – Companies Have to Spend Money to Make Money
  • 10/2025:
    Holding the Wheel Steady Ahead of US Election
  • 10/2025:
    Prepare to Make Volatility an Asset
  • 10/2025:
    More Growth, Less Easing
  • 10/2025:
    October’s Three Market Surprises
  • 09/2025:
    Which Markets Will Move? US Policies Matter
  • 09/2025:
    A Winning Week After Fed Rate Cut
  • 09/2025:
    Eyeing China’s Response to US Policy
  • 09/2025:
    Strategy for Uncertainty? Raise Quality
  • 09/2025:
    US Equities – Corporate Profits Already Hitting New Highs
  • 08/2025:
    Stocks Rally as Powell Signals Ease
  • 08/2025:
    Market Awaits Fed Remarks
  • 08/2025:
    “Leveraging” Volatility for Potential Gain
  • 08/2025:
    Fed Moving Closer to Rate Cuts
  • 07/2025:
    US Elections – Looking for Risks Hiding in Plain Sight
  • 07/2025:
    IT Disruptions and Biden Drops Out
  • 07/2025:
    Labor Market Slowing, Corporate Profits Growing
  • 07/2025:
    A Winning Holiday-Shortened Week
  • 07/2025:
    Don’t Lose Your Balance in the AI Frenzy
  • 06/2025:
    S&P 500 Reaches 5,500 Then Retreats
  • 06/2025:
    The US Federal Reserve That Doesn’t Stand Still
  • 06/2025:
    Stock Market Makes New Highs
  • 06/2025:
    Stocks Slip but Still Post Monthly Gains
  • 05/2025:
    The Blessing of Low Global Expectations
  • 05/2025:
    Climbing a Wall of Worry
  • 05/2025:
    Asked and Answered — Your Top of Mind Questions on Investments
  • 05/2025:
    US Interest Rates and the “New Normal”
  • 04/2025:
    Strategies to Overcome Equity Market Myopia
  • 04/2025:
    Being Ready for the Unexpected
  • 04/2025:
    Missiles, Drones, Inflation & Earnings
  • 04/2025:
    High Expectations Meet High Earnings
  • 04/2025:
    Stocks Advance with Jobs Report Next
  • 03/2025:
    US Stocks Make Another All-Time High
  • 03/2025:
    Renewed Interest in Renewable Energy
  • 03/2025:
    Healthcare: 2023’s Pain Is 2024’s Gain
  • 03/2025:
    Global Growth Gets Going
  • 02/2025:
    Necessary Elements for a China Turnaround
  • 02/2025:
    Debt and Consequences
  • 02/2025:
    S&P 500 Reaches 5K Milestone
  • 02/2025:
    Jobs Surge While Earnings Amalgamate
  • 01/2025:
    Big Micro and Big Macro This Week
  • 01/2025:
    Worries, Realities and the Red Sea
  • 01/2025:
    Having Missed the ’23 Rally, Healthcare Remains "On Sale"
  • 01/2025:
    S&P 500 Ends a Nine-Week Streak of Advances
  • 12/2025:
    The Fed and Broadening Portfolios in 2024
  • 12/2025:
    A Positive Glidepath for the US Economy
  • 12/2025:
    Wisdom for 2024: Answers to Your Questions
  • 11/2025:
    Why We Expect Equity Performance to Broaden Out in ‘24
  • 11/2025:
    Wise Investors Should Pay Close Attention to Falling Inflation
  • 11/2025:
    As Goes the Fed, So Goes the Dollar
  • 11/2025:
    Fed Tightening Looks Done
  • 10/2025:
    Trick or Treat?
  • 10/2025:
    Investing in Uncertain Times
  • 10/2025:
    Earnings, Data, & QA
  • 10/2025:
    The Argument for Selectivity in SMID
  • 10/2025:
    Sentiment Being Tested Even Without a Shutdown
  • 09/2025:
    The Value of Seeking Growth in Global Markets
  • 09/2025:
    Fed Expected to be on Hold
  • 09/2025:
    Why US Inflation Is Unlikely to be Like the 1970s
  • 09/2025:
    Jobs, Back-to-School, Banks
  • 08/2025:
    Fed to Proceed Cautiously
  • 08/2025:
    China’s Economic Distress and its Implications
  • 08/2025:
    Mixed Week on Wall Street
  • 08/2025:
    Reflections on a Rolling Recession
  • 07/2025:
    Underappreciated Good News
  • 07/2025:
    Looking Toward the Beginning of the Next Cycle
  • 07/2025:
    Less Inflation, Better Earnings, and a Bit of AI
  • 07/2025:
    Alternative Investing Through a Slowing Economy
  • 07/2025:
    A Surprisingly Strong 1st Half
  • 06/2025:
    Market Snaps Winning Streak
  • 06/2025:
    There Is No Perfect Time to Invest
  • 06/2025:
    Opportunities on the Horizon
  • 06/2025:
    Market Jumps on Jobs
  • 05/2025:
    Debt Deal & Observations
  • 05/2025:
    Stocks Eye Debt-Limit Talks
  • 05/2025:
    You Really Don’t Want to Hit the Debt Ceiling
  • 05/2025:
    Banking on Quality
  • 05/2025:
    Fed’s Last Stand
  • 04/2025:
    Seeking to Add Growth to Portfolios
  • 04/2025:
    The Investor’s Conundrum
  • 04/2025:
    Mixed Data for the Fed
  • 04/2025:
    Inflation, Jobs, and Banks
  • 03/2025:
    As Go the Banks, So Goes the Economy
  • 03/2025:
    Unintended Consequences
  • 03/2025:
    SVB Shakes Up Markets; Wakes Up Officials
  • 03/2025:
    Market Awaits Jobs, Powell
  • 02/2025:
    Active Bond Management in Less Liquid Markets
  • 02/2025:
    The Signals and the Noise
  • 02/2025:
    The Great Divergence: Opportunity Amid Uncertainty
  • 02/2025:
    Market Digests Fed, Jobs, and Earnings
  • 01/2025:
    Stocks Up, Earnings Down as Fed Meets
  • 01/2025:
    The Fed Isn’t Satisfied and the Market Isn’t Listening
  • 01/2025:
    Inflation Decelerates and China Reopens

Webcasts

Market Outlook

  • 12/2025:
    Wealth Outlook 2025
  • 06/2025:
    Mid-Year Outlook 2024
  • 12/2025:
    Wealth Outlook 2024
  • 06/2025:
    Mid-Year Outlook, June 2023
  • 06/2025:
    Watch Video: Mid-Year Outlook 2023
  • 06/2025:
    Video: OPEC's gift to energy producers
  • 06/2025:
    Video: AI is the next chapter of digitization
  • 06/2025:
    Video: Currencies seeking returns
  • 12/2025:
    Outlook 2023 — Roadmap to Recovery: Portfolios to Anticipate Opportunities
  • 12/2025:
    Wealth Outlook 2023
  • 12/2025:
    Deepening digitization
  • 12/2025:
    G2 Polarization Intensifies
  • 12/2025:
    Energy security is vital
  • 12/2025:
    Putting your cash to work in a higher rate environment
  • 12/2025:
    Seeking to boost portfolio immunity with healthcare
  • 06/2025:
    Mid-Year Outlook 2022 —
    Investing in the Afterglow of a Boom

Media

Financial Education

Family and Money

  • College Financial Aid: What is it and How Do You Get More?
  • Using Student Loans to Help Finance College
  • 529 Plan for Education – 4 Steps to Help Maximize Savings
  • Financially Preparing for a Baby: Diapers, Life Insurance and Education Savings
  • How Can Members Of A Multi-Generational Household Best Handle Expenses?
  • Money and Marriage: Tying the Financial Knot

Insurance & Long-Term Care

  • Life Insurance: More Than Just Protection for Your Family
  • Getting a Life: Insurance in Case You Aren't Around
  • Learn About Medicare and Medigap
  • Elder Care: Good Planning Can Make All the Difference
  • Life Insurance: Find the Policy That Fits Your Life

Investing

  • Introduction to Exchange-Traded Funds (ETFs)
  • Mutual Fund Basics
  • Investing Basics: Taking on Risk — In the Hope of Earning Higher Returns
  • 6 Steps to Building Your Portfolio
  • What is Margin Investing?
  • Investing Through Uncertain Markets
  • Does Systematic Investing and Dollar Cost Averaging Make Sense for You?
  • Giving Your Money a Checkup: Has Your Portfolio Lost Its "Balance"?
  • Exploring the Potential Effects of the End of US Interest Rate Hikes
  • Introduction to Equities
  • Five Things to Remember in Volatile Markets

Personal Finance

  • 2018 Tax Cuts and Jobs Act Provisions That Are Sunsetting After 2025
  • How to Help Reduce Your Taxes Using Tax-Loss Harvesting
  • Your 2024 Tax Planning
  • The Tax Triangle
  • What About an Emergency Fund?
  • Your 2023 Tax Planning
  • Numbers You Need to Know: 2024 and 2025

Retirement

  • 7 Ways You Might Think About Boosting Retirement Income & Maximizing Assets
  • Approaching Retirement
  • How Can the Secure Act 2.0 Benefit You?
  • You Only Saved $100K for Retirement, Now What?
  • The Right Time to Collect Social Security
  • Comparison – Traditional vs. Roth IRAs
  • Ways to Save for Retirement to Help Make Your Income Last a Lifetime

Trust & Estate

  • Estate Planning: Beyond a Will
  • Special Needs Trusts: Help for Disabled Family Members
  • Change of Trustee Considerations
    At a Glance
  • Charitable Giving Can Benefit Tax and Estate Planning Strategies
  • Key Steps to Take After a Loved One Passes Away
  • Trust Fundamentals
    At a Glance

Weekly Updates

  • When the World Divides
  • Keeping Our Balance Amid Upheaval
  • US Trade Deficit, Market Cap Surplus… Is the World Ready for This?
  • Disrupting the Disruptors
  • U.S. Trade Deficit, Market Cap Surplus
  • The Strengthening Case of Income in a Portfolio
  • Looking Back to Assess “What Sort of Year This Will Be”
  • Great Year, Tough Week into Holidays
  • Opportunities, Risks for a “Rule-Breaking” Expansion
  • Rising US Expectations and “Reflexivity”
  • Navigating Tariffs and Deregulation
  • Start Broadening Investment Horizons
  • Post Election Rally Takes a Pause
  • Post US Election Update: Driving Faster vs Going Farther
  • Top Tech Takeaways – Companies Have to Spend Money to Make Money
  • Holding the Wheel Steady Ahead of US Election
  • Prepare to Make Volatility an Asset
  • More Growth, Less Easing
  • October’s Three Market Surprises
  • Which Markets Will Move? US Policies Matter
  • A Winning Week After Fed Rate Cut
  • Eyeing China’s Response to US Policy
  • Strategy for Uncertainty? Raise Quality
  • US Equities – Corporate Profits Already Hitting New Highs
  • Stocks Rally as Powell Signals Ease
  • Market Awaits Fed Remarks
  • “Leveraging” Volatility for Potential Gain
  • Fed Moving Closer to Rate Cuts
  • US Elections – Looking for Risks Hiding in Plain Sight
  • IT Disruptions and Biden Drops Out
  • Labor Market Slowing, Corporate Profits Growing
  • A Winning Holiday-Shortened Week
  • Don’t Lose Your Balance in the AI Frenzy
  • S&P 500 Reaches 5,500 Then Retreats
  • The US Federal Reserve That Doesn’t Stand Still
  • Stock Market Makes New Highs
  • Stocks Slip but Still Post Monthly Gains
  • The Blessing of Low Global Expectations
  • Climbing a Wall of Worry
  • Asked and Answered — Your Top of Mind Questions on Investments
  • US Interest Rates and the “New Normal”
  • Strategies to Overcome Equity Market Myopia
  • Being Ready for the Unexpected
  • Missiles, Drones, Inflation & Earnings
  • High Expectations Meet High Earnings
  • Stocks Advance with Jobs Report Next
  • US Stocks Make Another All-Time High
  • Renewed Interest in Renewable Energy
  • Healthcare: 2023’s Pain Is 2024’s Gain
  • Global Growth Gets Going
  • Necessary Elements for a China Turnaround
  • Debt and Consequences
  • S&P 500 Reaches 5K Milestone
  • Jobs Surge While Earnings Amalgamate
  • Big Micro and Big Macro This Week
  • Worries, Realities and the Red Sea
  • Having Missed the ’23 Rally, Healthcare Remains "On Sale"
  • S&P 500 Ends a Nine-Week Streak of Advances
  • The Fed and Broadening Portfolios in 2024
  • A Positive Glidepath for the US Economy
  • Wisdom for 2024: Answers to Your Questions
  • Why We Expect Equity Performance to Broaden Out in ‘24
  • Wise Investors Should Pay Close Attention to Falling Inflation
  • As Goes the Fed, So Goes the Dollar
  • Fed Tightening Looks Done
  • Trick or Treat?
  • Investing in Uncertain Times
  • Earnings, Data, & QA
  • The Argument for Selectivity in SMID
  • Sentiment Being Tested Even Without a Shutdown
  • The Value of Seeking Growth in Global Markets
  • Fed Expected to be on Hold
  • Why US Inflation Is Unlikely to be Like the 1970s
  • Jobs, Back-to-School, Banks
  • Fed to Proceed Cautiously
  • China’s Economic Distress and its Implications
  • Mixed Week on Wall Street
  • Reflections on a Rolling Recession
  • Underappreciated Good News
  • Looking Toward the Beginning of the Next Cycle
  • Less Inflation, Better Earnings, and a Bit of AI
  • Alternative Investing Through a Slowing Economy
  • A Surprisingly Strong 1st Half
  • Market Snaps Winning Streak
  • There Is No Perfect Time to Invest
  • Opportunities on the Horizon
  • Market Jumps on Jobs
  • Debt Deal & Observations
  • Stocks Eye Debt-Limit Talks
  • You Really Don’t Want to Hit the Debt Ceiling
  • Banking on Quality
  • Fed’s Last Stand
  • Seeking to Add Growth to Portfolios
  • The Investor’s Conundrum
  • Mixed Data for the Fed
  • Inflation, Jobs, and Banks
  • As Go the Banks, So Goes the Economy
  • Unintended Consequences
  • SVB Shakes Up Markets; Wakes Up Officials
  • Market Awaits Jobs, Powell
  • Active Bond Management in Less Liquid Markets
  • The Signals and the Noise
  • The Great Divergence: Opportunity Amid Uncertainty
  • Market Digests Fed, Jobs, and Earnings
  • Stocks Up, Earnings Down as Fed Meets
  • The Fed Isn’t Satisfied and the Market Isn’t Listening
  • Inflation Decelerates and China Reopens

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