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 2024 Market Commentary
Global stock markets continued rising in the first quarter of 2024, extending last year’s gains. The S&P 500 index of large US stocks led the way among major indexes, with a 10.6% gain for the quarter. Inflation continues to decline, albeit more slowly, and 2024...
Q4 2023 Market Commentary
Investors finished 2023 in a good mood. Inflation is down, employment is up, and corporate earnings are expected to grow strongly next year for companies in the S&P 500 Index. Concerns that seemed top of mind at the end of the third quarter, including a UAW...
Q3 2023 Market Commentary
At the start of the third quarter, markets continued the rebound we had seen year-to- date and broadened beyond the technology sector that had been driving the market through midyear. However, as the quarter went on, the Federal Reserve indicated in several...
Chart Books
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...
Q4 2023 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q4 2023 Market Chartbook Download TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks...
Q3 2023 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q3 2023 Market Chartbook Download TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks...