investment resources

Markets Are Soaring—Now What? Stocks are on pace for double-digit returns again, with indexes near record highs, AI reshaping the economy, and rates coming down. Exciting—or nerve-racking? Our latest blog breaks down what’s driving markets, what risks matter most, and 7 key ideas to help investors stay disciplined heading into 2026.

Retirement is supposed to be all beaches and brunches… not budgeting headaches! But with prices still climbing and Social Security adjustments lagging behind, even the best-laid plans need a checkup. Our latest blog breaks down how to keep your retirement savings working as hard as you did — even when inflation won’t quit.

Another possible government shutdown is making headlines — but what does it really mean for your investments? History shows markets usually brush off shutdowns, even the longest ones. Our latest blog discuses why political drama in D.C. often has less impact on your portfolio than you might think. #Investing #Markets #GovernmentShutdown #FinancialPlanning

The Fed just cut interest rates — but this time it’s not about a crisis. What does it mean for the economy, the markets, and your investments? Rate cuts can boost stocks and bonds, but the reason behind them matters most. Our latest blog breaks down: - Why the Fed is cutting now - How this cycle is different from 2008 or 2020 - What it means for long-term investors

With inflation subsiding and the economy cooling, the Fed cut interest rates by 0.5% last month. This action confirmed the feds...