In the latest episode of Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, look ahead to the coming year and explore why market strength may continue beyond 2025. Ryan and Sonu discuss long-term return patterns, the power of momentum, and t …
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.
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 …
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 …
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 …
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 …
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), …
