How Often Should You Check Your Investment Portfolio?
Your investment portfolio doesn’t need your attention every day. It needs a strategy that is reviewed thoughtfully as your goals, circumstances and financial plan evolve.
Market Recap Week of 8/31/2026 to 9/4/2026
The S&P 500 edged up 0.1% last week as gains in energy and technology stocks offset broader sector declines. A stronger-than-expected August jobs report also increased expectations for a September interest rate hike.
Monthly Market Wrap: August 2026
In August, markets saw broad-based gains, with every major index ending the month higher. Treasury yields advanced along the front end of the curve, housing prices and mortgage rates trended lower, inflation moderated, and job growth unexpectedly fell.
Why Tax Planning Should Start Before Retirement
Retirement planning isn't just about how much you save — it's also about creating a strategy for how and when you use those savings.
Market Recap Week of 8/24/2026 to 8/28/2026
The S&P 500 edged up 0.5% last week as stronger-than-expected earnings from Salesforce and CrowdStrike helped lift technology stocks. The index is now up 3% for August and 13% for the year.
The Things That Change Slowly Are Easy to Miss
Bad news can make headlines in an instant. Progress often takes longer to notice. From record highs in the stock market to the gradual changes in your own financial life, some of the most important developments happen slowly enough to escape our attention.
Market Recap Week of 8/17/2026 to 8/21/2026
The S&P 500 fell 1.4% last week, its first weekly decline in a month, as renewed tensions between the U.S. and Iran weighed on investor sentiment. Health care, energy, and materials bucked the broader decline.
When Is It Time to Hire a Financial Advisor?
Do you really need a financial advisor? It’s a great question to ask. The truth is: it’s not about how much money you have, it’s about how complex your financial life has become.