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Blog
February 10th, 2025
Weekly Market Insights | February 10th, 2025Markets Process Tariff Deals, New Data Stocks posted modest losses last week as tariff deals, January jobs data, and Q4 corporate reports injected volatility into markets. The Standard & Poor’s 500 Index slipped 0.24...
What If Your Kids Decide Against College?
As a parent or grandparent, you may have diligently saved money in a 529 account to help fund your child’s or grandchild’s college education. But what happens if they decide college isn’t the right path for them? It’s a valid question that many families are facing as more and more people choose alternatives to traditional four-year colleges.
February 3rd, 2025
Weekly Market Insights | February 3rd, 2025Black Swan Casts Shadow Over Wall Street Stocks were mixed last week as investors parsed market-moving news nearly every trading day—from an unsettling AI update to White House news to Q4 corporate reports. The Standard &...
January 25th, 2025
Weekly Market Insights | January 27th, 2025Shifted Policy Gears Rev Markets Stocks rallied last week as investors reacted positively to a handful of better-than-expected corporate earnings reports and developments out of Washington, D.C. The Standard & Poor’s 500...
January 21st, 2025
Weekly Market Insights | January 21st, 2025Goldilocks Returns; Market Ends Week "Just Right." Stocks roared back last week, fueled by upbeat Q4 corporate reports and economic news that stalled inflationary fears. The Standard & Poor’s 500 Index rose 2.91 percent,...
January 13th, 2025
Weekly Market Insights | January 13th, 2025Investors Read Inflation Risk in Job Numbers Stocks fell for the second consecutive week as a round of fresh economic data stoked inflationary fears among investors. The Standard & Poor’s 500 Index declined 1.94 percent,...
January 6th, 2025
Weekly Market Insights | January 6th, 2025Stocks Decline Slightly as New Year Dawns Stocks edged lower last week despite a powerful end-of-week rally. The Standard & Poor’s 500 Index lost 0.48 percent, while the Nasdaq Composite Index slid 0.51 percent. The Dow...
December 30th, 2024
Weekly Market Insights | December 30th, 2024Holiday Spending Up Stocks notched a slight gain over the holiday week. A tech-driven rally in the first half of the week was clawed back in the second half as investors took profits following the market holiday. The...
Can I Create a Roth if I’m Over the Income Limit?
Can I Create a Roth if I’m Over the Income Limit Yes, you might be able to create a Roth individual retirement account (IRA) if you’re over the income limit. This strategy involves converting a traditional IRA to a Roth IRA. The idea, often referred to as a “backdoor...
December 23rd, 2024
Weekly Market Insights | December 23rd, 2024Powell Signal Leaves Investors Cold Stocks were under pressure last week as the Fed Chair's hawkish comments unsettled investors ahead of the holiday season. The Dow Jones Industrial Average received the hardest hit, falling...