Navigating a year of market momentum and economic shifts, 2024 brought robust stock gains, tempered bond returns, and cautious optimism for 2025 amid evolving fiscal and monetary policies.
January 2, 2025
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Stocks notched a slight gain over the holiday week. A tech-driven rally in the first half of the week was clawed back in the second half as investors took profits following the market holiday.
December 30, 2024
Find out more Stocks were under pressure last week as the Fed Chair's hawkish comments unsettled investors ahead of the holiday season.
December 23, 2024
Find out more A financial plan is more than just numbers—it’s a personalized roadmap to help balance your current needs with future goals. Discover how a thoughtful plan can provide clarity, reduce financial stress, and guide you through life’s uncertainties with confidence.
December 17, 2024
Find out more Stocks finished the week mixed, bookending losses around midweek gains as investors digested fresh inflation data.
December 16, 2024
Find out more Preparing for a financial review as the new year approaches? Discover three simple steps to organize your budget, tax information, and future plans to make your next meeting more productive.
December 10, 2024
Find out more Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.
December 9, 2024
Find out more Stocks were mixed during the first trading week of December. Technology stocks led, while the widely followed Dow Jones Industrial Average struggled.
December 9, 2024
Find out more Donor-advised funds (DAFs) are transforming philanthropy by offering tax advantages, flexibility, and a streamlined way to support causes over time. Explore how these funds empower strategic giving while fostering meaningful impact and multigenerational generosity.
December 4, 2024
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