Read through the blog here, or skip to Jason’s January 2024 Market Update video below. Markets generally left 2023 better than they found it with the S&P 500 gaining 24% along with 17% and 16% for small-cap and international stocks respectively, followed by...
The New Year is a time for making resolutions to ensure the coming year is a better one than the last. Because January is also Financial Wellness Month, we’d like to help you with the intersection of those two: creating financial wellness resolutions. Improving your...
Read through the blog here, or skip to Jason’s October 2023 Market Update video below. 2023 began with solid market performance among major indexes as investors put the 2022 bear market in the rear-view mirror. The AI technology rally certainly captured investor...
Read through the blog here, or skip to Christina’s Rising Interest Rates video below. Key Takeaways: Expect bond market volatility to remain high as markets wrestle with an economy that isn’t in a broad-based recession yet and is still dealing with lingering...
Read through the blog here, or skip to Jason’s Managing Risk in Your Investments video below. Key Takeaways: A portfolio that falls less than the market doesn’t need to beat the market on the upside to outperform over the long run – a portfolio that loses less...
