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September 2, 2024
Raise Cash or Not
As the calendar speeds towards the end of the year though investors can look back and see equity returns (the S&P 500 Index) have been strong to date in 2024,…
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August 26, 2024
Markets in a Minute - Mountain Time
Week Ending August 23rd
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August 20, 2024
Early Bird Gets the Returns: The Benefits of Investing Young
Investing can seem daunting, especially when you’re young and just embarking on your…
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August 19, 2024
Markets in a Minute - Dog Days
Week Ending August 16th
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August 12, 2024
Factors Contributing to Recent Equity Market Volatility
Over the course of a little more than three weeks the S&P 500 Index fell -8.48% from its high on July 16 to a recent low on August 5. Since last Monday's low…
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August 12, 2024
Markets in a Minute - Rebound
Week Ending August 12th
Markets in a Minute - Rebound Read More
August 5, 2024
Markets in a Minute - The Whole is Greater Than the Sahm of Its Parts
Week Ending August 2nd
Markets in a Minute - The Whole is Greater Than the Sahm of Its Parts Read More
July 29, 2024
Markets in a Minute - All the Small Things
Week Ending July 29th
Markets in a Minute - All the Small Things Read More
July 28, 2024
Broader Market Participation Continues
One common theme in some earlier blog posts this year has been commentary around a market that is seeing broader participation. What is meant by this is the…
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July 23, 2024
Markets in a Minute - Flightless Falcons
Week Ending July 19th
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July 21, 2024
Election Year Dynamics Are Changed
Sunday afternoon President Joe Biden announced he would not seek reelection to a second term as President although the democratic primary season has mostly…
Election Year Dynamics Are Changed Read More
July 16, 2024
Converting a 529 to a Roth IRA
529 Plans are beneficial for education savings because they offer tax advantages and potential for…
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