Newsletters & Blogs

Market Commentary February 17th, 2025

Week in Review... Major market indices closed the week on a positive note, driven by robust data on the economic front, as the economy remains resilient despite trade and policy uncertainty.   The S&P 500 rose +1.47%. The Dow Jones Industrial Average inched...

read more

Market Commentary | February 10th, 2025

Week in Review... Major market indices ended the week lower due to mixed economic data. For the week ending February 7, 2025:   The S&P 500 closed down -0.24%. The Dow Jones Industrial Average was lower, down -0.54% The tech-heavy Nasdaq fell to -0.53% The 10-Year...

read more

Market Commentary | February 3rd, 2025

Week in Review... Major market indices experienced a volatile week driven by a combination of earnings releases, new entrants into the artificial intelligence sector, and the Federal Reserve’s rate decision. For the week ending January 31, 2025: The S&P 500 ended...

read more

Market Commentary | January 21st, 2025

Week in Review... Major market indices concluded the week with positive returns, while the Treasury yield began its descent from its historical uptrend. A drop in the Treasury yield typically indicates heightened demand for safer investments, often reflecting investor...

read more

Market Commentary | January 13th, 2025

Week in Review... Major market indices ended the week lower over concerns surrounding rising inflation: The S&P 500 closed at -1.94% The Dow Jones Industrial Average was lower at -1.86% The tech-heavy Nasdaq fell to -2.34% The 10-Year Treasury yield concluded at...

read more
Women and Wealth: A Pivot Towards Retirement

Women and Wealth: A Pivot Towards Retirement

Retirement is a significant transition, and it can bring both challenges and opportunities for women who have spent many years focused on their careers. For women approaching retirement age, it is crucial to consider various tips and strategies to ensure a smooth and...

read more