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 November brings a natural pause in the year. The days are quieter, the holiday season is approaching, and …
Continue reading “Preparing for a Financially Clear New Year: What to Review in November”
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 …
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 …
Continue reading “Teaching Your Teen Money Skills: Lessons from How Gen Z Is Rewriting the Rules”
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 …
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 …
Continue reading “Financial Lessons to Pass Down: Helping Your Family Build a Financial Future”
As working professionals, many of us might find ourselves balancing demanding careers, family responsibilities, and long-term financial planning. Amid this hustle, we may overlook the profound link between financial wellbeing …
Continue reading “How Financial Wellbeing Fuels Physical and Mental Health”
The holiday season is often described as “the most wonderful time of the year,” yet for many, it might also bring significant financial stress. Between gift shopping, hosting gatherings, and …
Continue reading “Managing Money Stress During the Holidays: Staying Present and Finding Balance”
In today’s world, where everything from shopping to banking is done online, keeping your financial identity safe is a big deal. One of the best ways to protect yourself from …
We hope to see you at our second Statera Cares event in October! For this event, we will be supporting Tan’s Treats, an organization that is dedicated to serving the …
