Financial markets rebounded in May with the S&P 500 recovering its year-to-date losses. This positive month occurred against a backdrop of new trade agreements
Read More
I'm thrilled to share that I was recently featured in an article by Success Magazine titled, “Millennials and Gen Z Have a Lot to Learn From Gen X About
The recent trade announcement between the U.S. and China reverses many of the tariffs that rattled financial markets beginning in April. This agreement, which
Read More
April was one of the most volatile months in history as markets reacted to new tariff announcements. However, even though the S&P 500 fell as much as 12% during
Read More
Just like in the stock market, greater uncertainty has led to swings in the bond market. These moves, driven by tariffs and a dispute between the White House
Read More
Concerns over the economy have intensified, leading to a challenging investment environment. The S&P 500 briefly fell into correction territory recently (a
Read More
February was a volatile month for stocks. Tech continued the selloff that started in late December, with the Magnificent 7 falling 8.1% in the month. Tariffs
Read More
January marked a positive but volatile start to the year for investors amid market shifts and policy concerns. President Trump returned to the White House and
Read More
Investors have faced several market concerns early in the year around tech stocks, interest rates, and government policy. Among these factors, it’s no surprise
Read More
Following President Trump's inauguration, investors may have questions on taxes, trade, energy, immigration, and more. How can investors maintain perspective
Read More
Are you wondering if you’re financially ready to retire? 🤔 This video will help you take the guesswork out of retirement planning by walking you through 5
Read More