Who Needs Estate Planning? (and Why It Can Help Your Financial Future)
Ever wonder who needs estate planning? Find out why estate planning is important for everyone and what happens if you don’t have an estate plan.
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Market Commentary: Taking Stock of the First Year of the Second Trump Administration
It was a shortened week last week due to Martin Luther King Jr. Day on Monday. The week opened Tuesday with the worst day for stocks since last April, as the S&P 500 fell more than 2% over worries about Greenland and tariffs. Sure enough, those worries quickly dissipated later in the we …
Economic Trends 2026: What’s Going On with the U.S. Economy?
The U.S. economy is riding a wave of AI investments, expansive fiscal policy, and a shift in monetary policy that’s carrying markets forward. But for how long? Our 2026 market outlook examines the forces shaping both challenges and resilience in economic trends for the coming year.
Facts vs Feelings Take 5 – Let’s Talk About Greenland
In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the market’s reaction to headlines around Greenland and renewed tariff threats, and what it could mean for investors. They discuss why markets tend to push back on tariffs …
Talking to Your Financial Advisor During Market Volatility
When market volatility occurs, it’s completely natural to feel anxious about your finances. This is an uncomfortable time for all investors, seasoned and new. It’s important to remember that market volatility is nothing new. If you’re working with a financial advisor, your financial plan …
Market Commentary: January Off to a Good Start as the Rally Broadens Out
The story so far of 2026 has been all about rotation. The “Magnificent 7” stocks (Apple, Alphabet, Amazon, Microsoft, Meta, NVIDIA, and Tesla) have lagged the S&P 500 by a wide margin, but other areas and groups have taken the baton. The lifeblood of a bull market is rotation, and we fi …
Inside the AI Boom: What You Should Know in 2026
Among the many shifts in 2025, few were as striking as the speed and scale of artificial intelligence development. It was only about three years ago that OpenAI released ChatGPT to the public, yet the AI boom is already reshaping markets. While past investment waves, such as the internet bo …
