The US equity markets continued to march higher in July, fueled by a trifecta of earnings resilience, optimism around trade negotiations and the passage of President Donald Trump’s “One Big Beautiful Bill.” The S&P 500 has notched 15 record highs in 2025 – setting 10 new records in July alone – but tariff headwinds loom.
Read MoreEquity markets continued to march higher in June, seemingly unfazed by heightened Middle East tensions (which were short-lived) and the looming July 8 deadline for the administration’s pause on reciprocal tariffs.
Read MoreIn no circumstance is end-of-life care an easy conversation, but if you ever find yourself needing to make those tough decisions for a loved one, it’s comforting to know what they want. Advance care planning helps ensure their wishes are clearly understood and respected. By having a series of meaningful conversations and preparing the necessary documents, you can help ease the stress associated with such a responsibility.
Read MoreIncome opportunities have been created by the financial market indecisiveness, unusual yield curve behavior, and generally high interest rates. Talk with your financial advisor about the income opportunities that match your specific investment goals.
Read MoreMay was a pivotal month for markets, shaped by two forces: Tariff policy and tax and spending legislation.
Read MoreHere are some tips to help ensure your portfolio is set up for long-term success. Talk to your advisor about how and when to rebalance—and which method best fits your investment style.
Read MoreThe U.S. and China have agreed to a 90-day pause on tariffs, cutting U.S. rates on Chinese goods from 145% to 30% and China’s rates on U.S. goods from 125% to 10%, while suspending non-tariff barriers. This unexpected easing is seen as a market positive, with ongoing negotiations likely.
Read MoreConsulting with a financial advisor or estate planning attorney can provide tailored guidance so that your estate is distributed according to your wishes. Taking the time to plan now can help provide for your loved ones while supporting causes that matter to you.
Read More“Despite tariff-related headwinds, we remain constructive on the equity market and expect positive earnings growth for the year, pushing the S&P 500 toward our 5,800 target,” said Raymond James Chief Investment Officer Larry Adam.
Read MoreThis article discusses the advantages of consolidation, reviews the options for managing retirement accounts, and explains what transfers may be eligible between plans and IRAs.
Read MoreChief Investment Officer Larry Adam notes with volatility on the rise, maintaining a long-term view is key.
Read MoreRetirement is a milestone that marks the culmination of years of hard work and careful planning. As you approach this stage of life, reconsidering some aspects of your finances can help you achieve a degree of stability and confidence in your retirement plan. This article highlights important points to address, including analyzing your debt, crafting an asset allocation strategy, exploring distribution options from retirement accounts, and creating a cash flow plan to ensure a smooth transition into retirement.
Read MoreDespite the fog of policy uncertainty, there are still positive factors at play. With clarity, those factors may bubble to the surface.
Read MoreIn this article, Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Read MoreAs the Trump administration pursues its tariff agenda, retaliation by foreign governments is already underway, and more is likely to come. Initial signs point to the US agricultural sector being a prime target for retaliation, just as it was in 2018-2019. In the meantime, investors should avoid overreacting to daily tariff headlines, as negotiations can quickly lead to reversals. Rest assured, we will keep our readers updated as events unfold.
Read MoreIn this article, we will explore the benefits of working with a fiduciary and how it can help you achieve your financial goals.
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