Insights
Articles & Insights
ESG Investing in the Trump Era
ESG is not about sacrificing returns for values — ESG investors seek to identify sustainable businesses that are better equipped to navigate the risks and opportunities of the future.
Credit Freeze FAQ and Instructions
Credit Freeze and Unfreeze Do I have to pay to freeze my credit at the 3 credit agencies? No, as of September 2018 freezing your credit is federally regulated and free. Don’t confuse freezes with locks or alerts, which are paid services provided by the three credit...
Be Aware of the Latest Tech Scam
Every week, we learn about new attempts to scam people out of money. In addition to some of the more well-known fraud attempts, like asking individuals to buy crypto or gift cards (likely a scam!), we are also hearing about attempts to access people’s banking and...
Market Commentary
Q3 2025 Market Commentary
The US stock market roared ahead in the third quarter of 2025, fueled by increasingly enthusiastic Artificial Intelligence (AI) investment. The S&P 500 gained 8.1% for the quarter, and is now up 14.8% for the year to date. The investment in AI data centers has...
Q2 2025 Market Commentary
Overview of the Second Quarter of 2025 The volatility of market returns in the second quarter of 2025 was closely tied to the unpredictability of tariffs during the quarter. On April 2nd, President Trump announced sweeping tariffs on all countries – a day he referred...
Q1 2025 Market Commentary
A Note About April 2nd The events of April 2nd require some discussion before reviewing the first quarter of 2025, as the tariff announcements President Trump made on that day significantly exacerbated market concerns that were already beginning to surface in the...
Chart Books
Q3 2025 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: 3Q2025 Chartbook Analysis TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks Emerging Markets...
Q2 2025 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q2 2025 Market Chartbook Download TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks Emerging...
Q1 2025 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q1 2025 Market Chartbook Download TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks Emerging...