Aug 24, 2025
US equity markets ended the week with a powerful move to the upside after Fed Chairman J. Powell indicated that the balance of risk had shifted to the labor market, leaving the door open for a September rate cut. The final day of trading wiped out losses incurred in...
Aug 17, 2025
Global financial markets had another positive week as the Dow Jones Industrial Average finally joined the S&P 500 and the NASDAQ with a new all-time high. Benign consumer inflation increased the probability of a September rate cut to 99% and fostered the idea of...
Aug 13, 2025
By Sarah Brenner, JD Director of Retirement Education From a tax perspective, a Health Savings Account (HSA) can offer the best of all worlds. Like traditional IRA contributions, HSA contributions are made by the individual with pre-tax dollars. Contributions...
Aug 10, 2025
Global financial markets rallied last week as investors stepped in again to buy the prior week’s dip in prices. Japan, Germany, Spain, and Italy were international market standouts. In the US, the S&P 500 fell just shy of a new all-time high, while the...
Aug 3, 2025
Markets forged another set of all-time highs before taking a step back last week as a deluge of information had to be digested by investors. August 1st was the tariff deadline, and while some deals were made ahead of the deadline, several other countries had their...
Jul 27, 2025
The S&P 500 and NASDAQ reached another set of all-time highs, driven by constructive rhetoric on global trade and positive second-quarter earnings results from influential companies such as Alphabet. The S&P is up 8.6% year to date, while the NASDAQ is up...
