From President Biden’s announcement that he will not be seeking re-election, to a rotation out of tech stocks and into small caps, recent events have added to market uncertainty. The S&P 500 recently declined 2.9% from its all-time high, while the Nasdaq pulled...

The stock market has sustained its historic surge, with the S&P 500 posting a 19% gain year-to-date, including reinvested dividends, culminating in a total return of 61% since the market's nadir in 2022. Although large-cap technology stocks have propelled much of...

Investors commonly ask, "Why should I invest in an active fixed income fund with a 5.5% yield when I can opt for a money market fund offering nearly the same yield with no risk?" Given that short-term yields are at their highest in years, cash has become a formidable...

Entering the second half of the year, it is crucial for long-term investors to keep in mind the significant events that have influenced the markets. Despite persistent economic uncertainties, the stock market has seen a robust rally, fueled by the anticipation of the...

With the onset of the presidential debate season, the contrasting tax strategies of the current and former presidents will come to the forefront. This contentious issue is driven by intense political beliefs regarding national priorities, government expenditure,...

The trajectory of interest rates has been unpredictable in recent years, influenced by factors such as inflation, economic growth, and Federal Reserve policies. For example, the 10-year U.S. Treasury yield surged from 3.8% at the close of the previous year to a peak...

As with many aspects of life, there's a distinct difference between knowing what to do and actually doing it. This holds true for health, relationships, careers, and especially finances. In investing, it's widely acknowledged that diversification and long-term...

Investors and financial media often concentrate on macroeconomic issues like inflation, labor markets, and Federal Reserve policies. Although these are significant, historical data indicates that technological innovation and productivity improvements drive long-term...

Recently, the Dow Jones Industrial Average hit the 40,000 mark for the first time, signaling a market recovery from an earlier 5% dip this year. Despite challenges such as inflation, elevated interest rates, and concerns over growth, the broader market has notched 23...

During periods of market volatility, investors frequently turn to cash as a safe haven. This trend has persisted in recent years, with market fluctuations driven by the pandemic, geopolitical tensions, Federal Reserve rate increases, inflation, political stalemate in...