Dear Valued Investor,
The last week of October delivered a flurry of impactful headlines across earnings, monetary policy, and geopolitics — each shaping the
Inflation has been the boogeyman of the economy for months.
Sticky prices. Rising gas costs. A looming rate hike.
The latest report provided useful data for
You’ve mapped out your dream retirement. Maybe it’s a cozy beach town, golf twice a week, time with family, or finally starting that side project.
But here’s the
Dear Valued Investor,
The October 1 deadline has passed, and the U.S. government has shut down. History suggests that shutdowns tend to be short-lived and have
A comfortable retirement doesn’t come with a fixed price tag.
Expenses can change over time, and some of the most important ones are easy to overlook.
That’s one
A comfortable retirement doesn’t come with a fixed price tag.
Expenses can change over time, and some of the most important ones are easy to overlook.
That’s one
Dear Valued Investor,
As summer winds down, the financial world remains focused primarily on the Federal Reserve (Fed). At last month’s Jackson Hole Economic
Jeff Sommer
Don’t touch your investments.
That’s the simple, yet hard-to-practice, lesson of a new study of investor behavior by Morningstar, the financial
The Dow crosses 45,000. Your brain whispers: "This has to be the top."
The market drops 15%. Your brain screams: "Get out before it gets worse!"
Different
Dear Valued Investor,
The last few days of July and the beginning of August have brought a flurry of key economic data, central bank activity, company earnings
Periodically, companies will report massive data breaches, some impacting billions of records that contain personal information such as names, addresses, and
Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes, especially when markets reach record
