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 …
What does a financial plan look like for someone in the early stages of their career? You may be just getting started out of college, or you may be well into your professional. Whatever the case may be, you should start financial planning as soon as possible. In this video, Tyler will discu …
In this video, we break down the key differences between Roth and Traditional IRAs. Whether you’re a first-time investor or looking to optimize your retirement strategy, we’ll cover the benefits, tax advantages, and eligibility requirements of both types of accounts. We hope this help …
Ready to retire but not sure what to expect? The first year of retirement can be full of surprises—both exciting and challenging. In this video, we reveal 6 essential tips that nobody really talks about and we’ll share 1 powerful BONUS tip.
Fiscal and monetary policies are expected to provide tailwinds for markets in 2026, with the One Big Beautiful Bill Act (OBBBA) providing stimulus and the Federal Reserve likely to continue cutting rates. However, households’ spending tax refunds could boost inflation further, inspiri …
The S&P 500 finished a headline-heavy January with a gain for the month, while the headlines finished with a flourish. President Trump announced Friday that he planned to nominate Kevin Warsh to be the next chair of the Federal Reserve (Fed). While Warsh will in all likelihood fight for …
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 …
