Our Blog
Enjoy our collection of articles that cover an array of personal finance topics.
Feb
21
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Markets in a Minute: The Magnificent 7
Over the course of 2023, seven of the largest stocks in the United States collectively doubled in value, earning the moniker, “the Magnificent 7.” After...
Feb
21
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January Market Commentary
Stocks generally ended January higher, except for the small caps of the Russell 2000. Each benchmark index listed below ended January higher, except the small...
Feb
14
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Money with Murphy: Can the Super Bowl Predict the Stock Market?
Can the Super Bowl predict the stock market? The Super Bowl indicator was first introduced in 1978 by sports reporter Leonard Koppett, arguing that a...
Jan
30
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History Lessons: Market Performance in Presidential Election Years
One month into the new year, and one thing’s for certain: The presidential election will continue to grab headlines and grip the nation’s attention for...
Jan
24
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The Evolution of Bitcoin
Let’s talk about bitcoin. On January 10, the SEC approved the long-awaited listing and trading of 11 spot bitcoin exchange traded products. What exactly does...
Jan
18
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2023 Market Commentary
Despite inflation remaining above the Fed’s 2.0% target, inflation trended lower in 2023, allowing the Fed to pause interest rate hikes since July. In December,...
Jan
12
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November Market Commentary
In November, both the stock and bond markets experienced a robust upswing, setting a positive tone for the upcoming year. After a decline in the...
Jan
12
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October Market Commentary
In October 2023, we observed a decline in the stock market for the third consecutive month. Major benchmark indexes saw a notable decrease in performance....
Oct
26
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From Heir to Millionaire: How to Responsibly Manage Sudden Wealth
Inheriting wealth is a double-edged sword; on one hand, it can be a life-changing event, but on the other hand, it comes with its own...
Oct
19
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Q3 Market Commentary
In September, the financial markets experienced some turbulence, affecting both stocks and bonds. Bond market yields started to rise, causing concerns in the stock market...
Oct
2
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Children with parents, planning for your aging parent’s financial future
It’s an undeniable phase of life: As our parents age, the roles often reverse, and the children become the primary caregivers. At the heart of...
Sep
18
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August Market Commentary
August was a tough month for stocks, with the major benchmark indexes ending the month lower. Investors tried to decipher mixed economic data throughout the...
