Quarterly Market Update: Q1 2026 Markets U.S. equities were volatile in the first quarter, with most of the turbulence concentrated late in the period as the conflict with Iran …
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Author Archives: Hannah Shoemaker
SEP IRA vs. Solo 401(k) vs. Cash Balance Plans: Retirement Strategy for Small Business Owners
For many small business owners, retirement planning can look different from the experience of employees at larger companies. Without access to a traditional employer-sponsored retirement plan, business owners often take …
6 Considerations About Market Behavior During Periods of Global Tension
How Geopolitical Events Have Historically Impacted Financial Markets Geopolitical events such as wars, military actions, diplomatic crises, and spikes in global tension can influence financial markets. Markets often become more …
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Q4 2025 Market Update
Q4 2025 Market Update Annual Gains Among Muted Volatility1 Despite elevated policy and geopolitical uncertainty late in the year, U.S. equity markets finished 2025 with double-digit gains across major indexes. …
Preparing for a Financially Clear New Year: What to Review in November
Preparing for a Financially Clear New Year: What to Review in November November brings a natural pause in the year. The days are quieter, the holiday season is approaching, and …
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Q3 2025 Market Update
Q3 2025 Market Update Markets usually slow in the third quarter, but this year was different. Stocks kept rising through July, August, and September, with the Dow finishing the quarter …
Teaching Your Teen Money Skills: Lessons from How Gen Z Is Rewriting the Rules
Your teenager’s first paycheck is a milestone to celebrate. However, as exciting as it is to earn money for the first time, it’s more important to learn how to manage …
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Retirement Planning Mistakes to Avoid
Retirement should be your time to finally enjoy the freedom you’ve worked so hard for. But getting there and thriving once you arrive requires avoiding some surprising missteps. Here are …
Prioritizing Financial Wellness in 2025
In today’s dynamic economic landscape, achieving financial wellness requires a proactive approach to personal finance management. Recent studies reveal that over half of Americans feel “financially frozen,” overwhelmed by financial decisions …
Financial Lessons to Pass Down: Helping Your Family Build a Financial Future
Money is a lifelong journey, and the financial wisdom you’ve gained over the years could make a difference for the next generation. Whether you’re a parent guiding your children, a …
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