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...
Significant Changes to Retirement Plan Rules Take Effect Starting in 2023
Towards the end of 2022, Congress passed a spending bill, known as the SECURE Act 2.0, that included several new provisions that impact retirement savings. Although some of these changes were aimed at companies, many of the most significant changes affect individuals...
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
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...
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...