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July Market Update: Stocks Hit New Highs During Busy Month
Stock markets reached new record highs in July, with the S&P 500 hitting ten all-time highs during the month. Strong company earnings...
Matt Oberholzer
Aug 53 min read
Q2 Market Update & One Big Beautiful Bill Act
Q2 Market & Policy Update
Markets showed resilience in Q2, with strong equity performance and stable bond returns. New tax proposals from President Trump’s “One Big Beautiful Bill” could create fresh planning opportunities. Read our full update to see what it means for your finances.
Chris Oberholzer
Jul 143 min read
Still Time to Maximize 2024 Savings!
Save for 2024 while you still can!
Matt Oberholzer
Feb 171 min read
The Santa Claus Effect: A Holiday Rally for the Stock Market
As the year winds down and the holiday season takes over, many investors look forward to a curious phenomenon in the stock market: the...
Matt Oberholzer
Dec 6, 20245 min read
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