by lportee53 | Jun 9, 2025 | Resources
May 2025 Market Update Last month brought us surging stocks fueled in part by progress on trade with the United Kingdom and China and inflation metrics released during the month following a similar relaxing pattern as the previous month. It has been a volatile two...
by lportee53 | Jun 9, 2025 | Resources
Financial Lessons We Wish We Knew at Graduation “I don’t know about you, but I’m feeling… financially unprepared?” Graduating college is exciting, overwhelming — and often financially confusing. While you’re out there celebrating and singing along to Taylor Swift,...
by lportee53 | May 7, 2025 | Resources
Understanding Bear Markets: What You Need to Know Bear markets have been a major topic of conversation lately — and if you’re feeling uneasy about your investments, you’re not alone. We’re here to answer some of the most common questions about bear markets...
by lportee53 | May 7, 2025 | Resources
April 2025 Market Update Last month brought volatile markets early in April, yet it also presented moderating inflation metrics and a strong finish for large-cap technology stocks. With all of these developments in mind, here’s an overview of what happened and what...
by lportee53 | Apr 9, 2025 | Resources
Understanding the Differences between Roth and Traditional Retirement Accounts Planning for retirement involves making important decisions about where to invest your money, and one of the biggest choices is whether to contribute to a Roth or Traditional retirement...
by lportee53 | Apr 9, 2025 | Resources
March 2025 Market Update Last month brought trade tensions and some mixed inflation readings as major U.S. stock indexes declined, making it an opportune time to share an overview of what happened and what could be ahead. Read on for a monthly summary of what you...
