Stocks are off to a solid start in 2024. January gains are particularly enjoyable because of the old adage from the Stock Trader’s Almanac, “As goes January, so goes the year.” Nearly 75 years of historical data shows that when the S&P 500 has risen in January, the average gain for the remainder of the year has been about 12%. This January, the S&P 500 was up 1.6%.
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn't just help connect the dots; they can help you reveal additional possibilities you hadn’t even considered! Let's explore why.
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra-low rates of the past decade, they aren't outrageous from a historical perspective.
The penultimate month of the year is often a time to reflect and offer thanks. And while economic and geopolitical uncertainty can overshadow the positives, there are things to be thankful for.
Do you feel like the economy isn’t making a lot of sense right now? There’s a big divide between the current data and what many Americans are feeling.
What's going on with markets? Why does the federal government keep getting into fiscal fights? A lot is going on, so let's discuss.
How high do you think the Federal Reserve will have to push interest rates to fully tame inflation? Let’s discuss.
Interest rates are going up, but inflation is going down. Are we going to see a recession? Let’s discuss.
Markets have been hitting some positive milestones lately, but it’s not clear whether or not the bear market is actually over just yet. Let’s discuss.
Markets are doing their thing again. Markets tumbled, and then bounced back, so let’s discuss.
In the language of life insurance, a beneficiary is the recipient of the policy’s proceeds when the named insured dies.
The thought of retiring may be intimidating for anyone—but if you own your own business, handing your "baby" to new owners might be enough to stop you in your tracks.