Insights

Articles & Insights

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

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...

Q4 2024 Market Commentary

It was an eventful news quarter – the last three months saw US elections, a narrowly averted government shutdown, two rate cuts to the short-term Fed Funds rate by the Federal Reserve, hurricane Milton, a brazen murder of the CEO of UnitedHealthcare, and an Iranian...

Q3 2024 Market Commentary

Global markets continued their upward trajectory in the third quarter of 2024, as both stocks and bonds gained. In the US market, all eyes were on the Federal Reserve as they prepared to make the first cut to the federal-funds rate since 2020. The Fed’s cut, which...

Chart Books

Q3 2024 Market Chart Book

You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q3 2024 Market Chartbook Download TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks Emerging...

Q2 2024 Market Chart Book

You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q2 2024 Market Chartbook Download TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks Emerging...

Q1 2024 Market Chart Book

You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q1 2024 Market Chartbook Download   TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks...