November brought a wave of volatility across multiple asset classes, driven by concerns about artificial intelligence investments and uncertainty surrounding Federal Reserve policy decisions. Although major indices have posted impressive year-to-date gains across equities, fixed income, and international markets, the government shutdown complicated matters by delaying critical economic data releases.

Ensuring adequate savings for a lengthy retirement remains the paramount concern for retirees and those nearing retirement. Inflation over recent years has significantly diminished the buying power of cash reserves, making this challenge even more acute. Essential expenses for retirees—including healthcare, housing, and daily necessities—continue to reflect elevated price levels.

October saw equity markets maintain their robust momentum despite uncertainties surrounding the government shutdown and fresh trade disputes with China at the month's outset. Several key benchmarks achieved record highs following a short-lived bout of volatility. Fixed income investments also delivered positive returns as yields fell, supported in part by the Federal Reserve's consecutive interest rate reduction.

Market fluctuations are an inherent aspect of investing, and 2025 has certainly demonstrated this reality. Although downturns in the market—like those triggered by tariff concerns—can feel uncomfortable, they often present chances to purchase assets at better prices.

Market volatility remains low by historical standards. August's solid performance across stocks and bonds underscores the importance for investors to stay balanced and focused on the long run

Fed Chair Jerome Powell's recent speech at the Fed's annual Jackson Hole conference, which has been covered extensively in the media, reinforced that an interest rate cut in September is likely.

Social Security, one of the most important government programs for retirees, has evolved over its 90-year history. As the aging population grows, so too do concerns about whether Americans will be able to rely on benefits in retirement.

Financial markets in the second quarter of 2025 demonstrated remarkable adaptability amid significant policy developments and international uncertainties.

The defining story of 2025 has been changing trade policy. Markets have weathered two months of policy-driven volatility, only to end up roughly where they started.

This year’s major market trends have centered around a key theme: rising policy uncertainty.

In this letter, we’ll recap the first quarter, discuss the drivers behind the recent market selloff, and provide an update on the economy.

The Market Navigates Economic and Policy Uncertainty in February

Stocks traded higher to start 2025, but there was a change in market leadership as the rally broadened

In this blog, we'll be exploring tax-efficient charitable giving options that can benefit both your community and your financial future.

The S&P 500’s steady climb in 2024 reflects the market’s growing confidence. Expectations for tax cuts, deregulation, and energy production are fueling hopes for stronger economic growth.

As the dust settles after the 2024 Presidential Election, United States citizens and the world have eyes on President-Elect Donald Trump. Regardless of where you stand politically, there is often financial anxiety whenever a new president is elected. With the 24-hour news cycle spouting every conjecture and opinion possible, it’s tough to know what’s reality — and whether investors can anticipate major changes in 2025 and beyond.

The U.S. presidential election results fueled November’s stock market rally, as investors focused on the incoming administration’s policy agenda and its implications.

Rising inflation costs allow employees to contribute more money to their Health Savings Accounts (HSA) in 2024. The IRS announced one of the most significant jumps in contribution allotment in recent years on May 16, 2023. This is an excellent opportunity to review HSAs, why they benefit financial and retirement planning, and how you can maximize their effectiveness.

Staying informed about Nashville’s economic developments ensures you can adapt your financial strategies to meet rising challenges and seize emerging opportunities. This blog explores how the city's shifting landscape directly impacts your wealth and how you can incorporate these trends into your financial planning.

Stocks finished October lower as investors navigated Q3 earnings, the upcoming election, and uncertain Federal Reserve policy.