Our Blog

Enjoy our collection of articles that cover an array of personal finance topics.

Jan
22
Money with Murphy – Eye on Inflation
Money with Murphy – Eye on Inflation
The year 2024 brought significant shifts in the economy and markets. Inflation eased but remained uneven, with food and energy prices creating challenges for households....
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Jan
17
Financial Planning for Disasters: Lessons from the California Wildfires
Financial Planning for Disasters: Lessons from the California Wildfires
Natural disasters like the recent California wildfires remind us of the importance of preparing for the unexpected. While these events impact everyone, wealthy individuals often...
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Jan
15
December Market Commentary
December Market Commentary
2024 Investment Market Performance The U.S. economy and financial markets demonstrated remarkable resilience in 2024, overcoming higher interest rates, geopolitical tensions, and rising unemployment. Stocks...
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Jan
8
Money with Murphy – A Look Back & A Look Ahead
Money with Murphy – A Look Back & A Look Ahead
As we close the books on 2024, the financial markets had a remarkable year. The S&P 500 surged 24% driven by stellar performances in tech...
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Dec
20
November Market Commentary
November Market Commentary
In November, U.S. stocks surged, with the S&P 500 (1) and Dow Jones (1) recording their best months of the year. Investor optimism surrounding a...
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Dec
18
Money with Murphy – 2024 Year-in-Review
Money with Murphy – 2024 Year-in-Review
As 2024 winds down, we take a look back at the biggest themes that shaped markets and made headlines this year. From elections and interest...
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Dec
10
Markets in a Minute: Winners and Losers – The Fallout of Assad’s Departure in Syria
Markets in a Minute: Winners and Losers – The Fallout of Assad’s Departure in Syria
Winners and Losers: The Fallout from Assad’s Departure in Syria The unexpected fall of the Assad regime in Syria marks a dramatic shift in the...
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Dec
3
Markets in a Minute: The Manufacturing Decline – Why it Matters
Markets in a Minute: The Manufacturing Decline – Why it Matters
The Long Slide: Manufacturing Decline and How Tariffs Might Impact the Sector Key Takeaways Mixed Signals: Despite the U.S. economy’s resilience, its manufacturing sector has...
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Nov
21
Money with Murphy – Tariffs: Then, Now, & What’s Next
Money with Murphy – Tariffs: Then, Now, & What’s Next
In this episode of Money with Murphy, Kara Murphy dives into the evolving landscape of U.S. tariffs. From their historic use to Trump’s 1.0 and...
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Nov
14
October Market Commentary
October Market Commentary
October 2024 saw stock markets decline as momentum from September’s gains faded after the Federal Reserve’s interest rate cut. Early optimism following a strong jobs...
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Nov
13
Markets in a Minute: After the Election – What Investors Can Expect Next Earnings
Markets in a Minute: After the Election – What Investors Can Expect Next Earnings
After the Election: What Investors Can Expect Next KeyTakeaways  Market rally and Sector Gains: Stocks rallied after the election led by financials, crypto, and small-cap...
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Nov
7
Money with Murphy – Earnings Surprises and Job Slumps
Money with Murphy – Earnings Surprises and Job Slumps
Last week was packed with market activity, including key earnings reports, economic data, and a shifting jobs picture. About a third of S&P 500 companies...
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