Monthly Market Insights – May 2026
Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.
Retirement Insights – Spring 2026
What are your financial goals? Are you clear on what factors you should have front of mind when discussing retirement? As you consider these questions, bring to mind the financial objectives that are most important to you.
Quarterly Market Insights – April 2026
Stocks fell in the first quarter amid concerns that artificial intelligence (AI) could disrupt certain industries and geopolitical issues that unsettled investors.
Monthly Market Insights – March 2026
U.S. stocks struggled in February amid fears that artificial intelligence would disrupt a wide swath of industries, unsettling investors. Late in the month, geopolitical concerns weighed on the market amid tensions in the Middle East.
Monthly Market Insights – February 2026
Stocks climbed in January as the tailwinds of solid economic data offset the headwinds of geopolitical tensions that rattled investors during the month.
Retirement Insights – Winter 2026
Have you considered the role your HSA can play in your overall financial strategy? If you have a high deductible medical plan, there are some great advantages to starting a Health Savings Account.
Quarterly Market Insights – January 2026
U.S. stocks notched a solid gain in the fourth quarter as investors cheered lower interest rates and solid corporate profits while navigating limited economic updates due to the U.S. government shutdown.
Monthly Market Insights – December 2025
Stocks were mixed in November as a late-month rally almost clawed back losses from earlier in the month.
Monthly Market Insights – November 2025
Stocks advanced for the sixth consecutive month in October as major averages pushed through a government shutdown and trade jitters. Robust Q3 corporate results drove momentum over a month that is notorious for market declines.
Retirement Insights – Fall 2025
You may have heard the term “trust” before but aren’t sure what it means or how it can help as you progress toward retirement.