The S&P 500 fell 1.6% last week as investors continue to assess the market impact of the conflict in the Middle East. We’ve seen some big market swings on changing headlines, especially in oil. On Monday, hope was the war in Iran would be over soon, but that quickly lost steam and crude …
In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into the recent volatility in Bitcoin, the broader cryptocurrency landscape, and what it could all mean for investors. After a significant run-up followed by a sharp pullb …
It’s that time of year again! W-2s, 1099s, and mortgage statements have begun to hit your mailbox: a daily reminder that it is, once again, Tax Season. Overall, it was a relatively quiet year on the tax front, with one big (beautiful) exception: The One Big Beautiful Bill Act (OBBBA), whic …
Perhaps in honor of the Super Bowl, stocks were higher on Monday and Friday last week (reminds us of the two sides of a goal post) but saw massive selling the other three days. Sparking the selling were relatively new worries over AI potentially disrupting business models in several industr …
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 …
Fiscal and monetary policies are expected to provide tailwinds for markets in 2026, with the One Big Beautiful Bill Act (OBBBA) providing stimulus and the Federal Reserve likely to continue cutting rates. However, households’ spending tax refunds could boost inflation further, inspiri …
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 …
