The Week in Review: July 7, 2025

The headline jobs number made waves, but beneath the surface, the labor market looks a bit more sluggish—especially in the private sector. Still, with unemployment down and markets up, there’s more to the story. Let’s dive into the details to see what’s really driving market momentum.

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The Middle East Conflict: How Wars Impact Investors

The U.S. enters the conflict. Should your portfolio react?

With military strikes escalating in the Middle East and uncertainty rippling through markets, many investors are on edge. But history reminds us: even serious global events often bring short-term volatility—not long-term derailment. Discover what matters most in moments like these—and how disciplined investors stay the course.

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What to Do With a 529 Balance

Graduation day has come and gone... but what if your 529 plan still has a balance? Don't let those leftover funds go to waste—there are smart, strategic ways to use them, from grad school to Roth rollovers and even student loan repayment. Explore your options and make every dollar count.

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The Week in Review: June 2, 2025

Inflation hits us where it hurts—from higher grocery bills to shrinking savings. But it’s not just consumers who feel the pain—investors brace for volatility, tighter margins, and rising rates. With recent inflation data showing signs of cooling, is relief finally on the horizon? Dive into why inflation sparks universal dread—and what it means for markets moving forward.

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