Investors witnessed a robust start to 2024 with the S&P 500 setting 22 new all-time highs in Q1, indicating a bullish trend. Despite slowing inflation progress, the U.S. economy's resilience led to revised expectations, foreseeing only three interest rate cuts this year, aligning with the Federal Reserve's forecast. As markets evolve, staying attuned to economic indicators remains crucial for informed decision-making.
Unlock essential insights from Warren Buffett's shareholder letter, prioritizing long-term strategies over short-term trends. Explore AI's evolution in investment and its shift from hype to practicality. With Election Day nearing, understand the minimal impact of political outcomes on market performance, advocating for a consistent, long-term investment approach. Trust informed decision-making for enduring success.
Unlock the secrets of smart financial moves in times of extra cash or retirement. Learn about Money Market Funds, emergency fund strategies, and retirement planning. Your comprehensive guide to optimizing your finances for a secure future.
Discover key shifts in Q4 markets - Treasury yields, S&P 500's +11.6% gain, and bonds' best return since '89. Explore 2024 outlook: robust economy, housing rebound, and structural shifts. Stay ahead of election noise, focus on non-political factors like interest rate cuts. Your concise guide to navigating financial landscapes.
Research has shown that gratitude is a powerful emotion that can have an effect on our emotions, our sleep, and our overall health. There are many ways we can express our gratitude if we are intentional. In this blog, we consider how gratitude can affect your finances.
The 60/40 investment strategy is facing unprecedented challenges, and the financial world is buzzing with change. In our latest blog post we unravel the evolving world of investment strategies, providing insights and expert advice to help you adapt and thrive in this ever-changing financial environment.
Tracking numerous deadlines and avoiding missed planning opportunities can be challenging during these busy months. To help ensure that you remain on track, we have a checklist that outlines 18 time-sensitive considerations to guide your end-of-year review and tee up any adjustments for the coming year.
As a parent, it's natural to want to provide the best possible education for your child. For many, this means saving for college tuition through a 529 plan. While 529 plans are a great college planning vehicle, they can be complex and require careful consideration.
This article is designed to help your clients understand the basics of investing by breaking down the four types of financial markets.