The S&P 500 fell all five days last week, losing nearly 2%, and is currently down seven of the past eight days. After a historic 15% gain in April and May, June has been weak, which isn’t a total surprise. In fact, the current 3% loss for the month isn’t all that bad, especially when yo …
In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, dig into growing concerns that artificial intelligence could replace jobs across the economy. Despite eye-catching headlines and stock market swings in certain industries, the broader lab …
In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into the recent volatility in Bitcoin, the broader cryptocurrency landscape, and what it could all mean for investors. After a significant run-up followed by a sharp pullb …
It’s that time of year again! W-2s, 1099s, and mortgage statements have begun to hit your mailbox: a daily reminder that it is, once again, Tax Season. Overall, it was a relatively quiet year on the tax front, with one big (beautiful) exception: The One Big Beautiful Bill Act (OBBBA), whic …
In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the recent weakness in the U.S. dollar, what’s driving the move, and why it may not be as alarming as headlines suggest. They also explore how currency shifts can creat …
Ryan Furstenau shares the investment advice he wishes he had when he was younger, perfect for those seeking financial education. He emphasizes the importance of starting small and understanding personal finance early on. This video provides a foundation for building wealth and achieving fin …
Planning for retirement? We hope so! Before you take that next step, make sure you’re not making one of these common (and costly) retirement mistakes. In this video, Ryan Furstenau covers the Top 5 Mistakes he has seen throughout his 22 years as a financial advisor to Avoid Before Ret …
