Your Social Security Game Plan
Have you given much thought to your strategy for Social Security benefits? It’s good to have a plan in place to help you make the most of this program. But you may have questions.
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Market Commentary: Stocks Successfully Navigate a Big Week for Inflation Data
Stocks gained again last week, as the S&P 500 hit more new highs, while the Dow is a chip shot from its first high this year, and small caps soared on hopes over rate cuts. As we’ve noted the past few weeks, August and September historically can be troublesome months and though new high …
Your Guide to Understanding Stocks vs. Bonds
Whether you’re investing for the first time or looking to fine-tune your existing portfolio, understanding stocks and bonds can help you build a solid financial foundation. Knowing how each works—and how to balance them—can help you invest with more confidence and align your strategy with y …
Facts Vs Feelings Take 5 – Are Tariffs Causing Inflation?
In the latest Take 5, with hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, we break down the latest CPI and PPI reports, the ways tariffs are passed on to consumers, and their potential impact on Federal Reserve rate decisions. They also touch on …
Social Security Taxation Worksheet
Did you know that your Social Security benefits can be taxed? That’s right, as much as 85% of your Social Security benefits—money that you put away over your entire career—could be subject to taxation when you receive the benefits in retirement. This worksheet helps you figure out if …
Market Commentary: Taking a Look at the AI Economy as Stocks Approach New Highs
Stocks Power Back but We May See More Volatility The S&P 500 missed hitting a new high by 0.01% on Friday, as stocks on the surface had a big week. Yet, peeling back the onion showed much of the gains came from large cap tech (Apple for instance gained more than 12% on the week), …
Facts Vs Feelings Take 5 – Are We Slowing Down?
Ryan is on location at Hard Eight BBQ in Stephenville, Texas and even after a big meal, the insights keep coming. In this episode, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist,break down what the recent jobs numbers and economic data are really telli …
