When it comes to managing our investments, we can be our own worst enemies. Behavioral finance research has revealed how emotional and cognitive biases can lead investors to make financial decisions that harm rather than benefit them. From panic selling […]Read More »

As the year draws to a close, it’s essential to recognize the significance of maximizing retirement contributions and harnessing valuable tax benefits. Retirement accounts such as 401(k)s, IRAs, and Health Savings Accounts (HSAs) are powerful tools with distinct advantages that […]Read More »

After a historic year, investors have much to be thankful for this holiday season. Despite periods of uncertainty around the Federal Reserve, the presidential election, and geopolitical conflicts, the stock market has delivered exceptional returns in 2024. With only a […]Read More »

Now that the election is over, what will the new administration prioritize in the new year? Here are a few things we’re watching in the months ahead: The debt ceiling debate may reignite in early 2025. The debt ceiling, the […]Read More »

The national debt is quickly approaching $36 trillion, according to the U.S. Treasury, a fact that has fueled concerns among investors and economists. This means that the federal debt has nearly quadrupled since before the 2008 global financial crisis, and […]Read More »

An important yet counterintuitive issue for investors is that long-term interest rates have risen in recent weeks despite the Fed’s latest cuts. The 10-year U.S. Treasury yield, for instance, has jumped from a low of 3.62% to as high as […]Read More »

After a historic campaign, Donald Trump has won the 2024 presidential election and Republicans have won control of the Senate. For half the country, this is a cause for celebration, while for the other half, this is a disappointing result […]Read More »

The bull market has officially turned two. Markets have also had an impressive run since the bottom of the bear market. Since October 12, 2022, the S&P 500 has gained over 60%.1 Can the bulls keep running? Given the strong […]Read More »

What do presidential elections mean for your portfolio? Should you change your investing strategy based on who wins? Elections bring a lot of noise, and I wanted to dispel some market myths around this election. Myth #1: Elections usually bring […]Read More »

It’s been a rough couple of weeks for the Southeast, and I wanted to check in. Storms can take a massive toll on families and communities, with challenges that take months and years to resolve. With an active hurricane season […]Read More »