Our Blog

    GameStop, Reddit, and Market Mania: What You Need to Know

    At the heart of this story are two very different sets of investors: professional managers of multibillion-dollar hedge funds and a small army of individual investors connected through social media.

    Financial Insights

    January 2021 Market Commentary

    Global equity markets ended the first month of 2021 mixed. After a slow start, US benchmark indexes registered new all‐time highs around the time of the Presidential Inauguration.

    Financial Insights

    Consolidated Appropriations Act Provides Relief Individuals and Businesses

    The $900 billion emergency relief package represents a bipartisan effort to assist individuals and businesses during the ongoing coronavirus pandemic and economic crisis.


    Q4 2020 Market Comments

    December capped a strong 2020 fourth quarter performance by both domestic and global equities.

    Financial Insights

    New College Cost Data for 2020-2021 School Year

    Every year, the College Board releases updated college cost data and trends in its annual report.

    Financial Planning

    November 1 Begins Open Enrollment for Health Insurance Marketplaces

    Starting November 1, you can apply for health insurance coverage under the Affordable Care Act (ACA).


    Election 2020: Political Uncertainty Creates Potential Market Swings

    Emotions are running high, but it's generally unwise for long-term investors to upend their investment strategies based on election predictions or their own political biases.


    Q3 2020 Market Comments

    September is traditionally one of the weakest months on the equity market calendar and this year was no exception.

    Financial Insights