The S&P 500 fell all five days last week, losing nearly 2%, and is currently down seven of the past eight days. After a historic 15% gain in April and May, June has been weak, which isn’t a total surprise. In fact, the current 3% loss for the month isn’t all that bad, especially when yo …
With larger traditional IRA account balances and changing tax laws, Roth IRA conversions have emerged as a compelling strategy in retirement planning, offering a range of benefits and opportunities. Converting your tax-deferred retirement plans to a Roth IRA can be a strategic move, particu …
The S&P 500 finished a headline-heavy January with a gain for the month, while the headlines finished with a flourish. President Trump announced Friday that he planned to nominate Kevin Warsh to be the next chair of the Federal Reserve (Fed). While Warsh will in all likelihood fight for …
In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the recent weakness in the U.S. dollar, what’s driving the move, and why it may not be as alarming as headlines suggest. They also explore how currency shifts can creat …
Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s – your financial focus and planning in each decade should follow suit. I’ve highlighted three financial tactics to focus on in each decade of your life starting with your 20s.
Your financial goals are constantly changing, but your financial plan isn’t always nimble enough to change with them. That’s why it’s important to keep a well-stocked account to use as an emergency or opportunity fund for your goals. Here’s a scenario where an opportunity fund could help me …
It was a shortened week last week due to Martin Luther King Jr. Day on Monday. The week opened Tuesday with the worst day for stocks since last April, as the S&P 500 fell more than 2% over worries about Greenland and tariffs. Sure enough, those worries quickly dissipated later in the we …
