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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along

Wednesday, May 5, 2021

Monthly Recap Market Indices At-A-Glance The market-cap-weighted S&P 500 climbed 11.84% YTD. In contrast, the S&P Equal Weight 500 Index advanced 16.76% YTD, its third-strongest four-month start to any year since 1990.The...

Wednesday, May 5, 2021

Monthly Recap Market Indices At-A-Glance The market-cap-weighted S&P 500 climbed 11.84% YTD. In contrast, the S&P Equal Weight 500 Index advanced 16.76% YTD, its third-strongest four-month start to any year since 1990.The...

Monday, April 26, 2021

In their latest commentary, the Cetera Investment Management team discusses the economic recovery and the Biden administration’s first 100 days. Both have been successful but will likely face tougher challenges ahead. CLICK TO...

Thursday, April 22, 2021

Investors looking for "green shoots" to confirm that the economy is on the mend have seen plenty of examples in recent weeks. Retail sales rose 9.8% in March, the largest monthly gain since May 2020. It's important to remember that...

Wednesday, April 21, 2021

Weekly Recap April 12-16, 2021 RecapEquity Momentum ContinuesStocks Climb Fourth Straight WeekThe S&P 500 extended gains into a fourth straight week, backed by a strong start to the first quarter earnings season and...

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Friday, April 16, 2021

It can be exhausting trying to keep up with the whims of Wall Street.Lately, the financial markets have been fixated on federal taxes and what may be proposed on Capitol Hill in the weeks and months ahead.Wall Street’s focus on...

Monday, April 12, 2021

Strong economic data and a resurgent technology sector propelled stocks to solid gains last week.The Dow Jones Industrial Average advanced 1.95%, while the Standard & Poor’s 500 picked up 2.71%. The tech-heavy Nasdaq...

Friday, April 9, 2021

In a speech to the Chicago Council on Global Affairs, U.S. Treasury Secretary Janet Yellen has called for a minimum corporate income tax that would be shared by countries all over the world.1The decrease of corporate tax rates around...

Thursday, April 8, 2021

Reduce Your Credit Card Debt Credit card debt doesn't have to keep you from fulfilling your financial goals. Not all debt is bad. Mortgage and auto loans are often necessary, but credit card debt can be sneaky – it usually...

Wednesday, April 7, 2021

4 Estate Planning Documents You Can't Live (Your Best Life) WithoutOften, people view estate planning through a narrow lens, thinking it’s only about what happens to their property and assets after they’re gone. While the...

Tuesday, April 6, 2021

Inflation has emerged as one of the top financial concerns for investors as they size up the economy for the rest of the year.According to research by Deutsche Bank, Google searches for “inflation” are rising rapidly and...

Monday, April 5, 2021

Weekly Recap March 29 - April 2, 2021 RecapEquity Indices Extend All-Time HighsStocks Climb Second WeekU.S. stocks extended gains last week amid expectations for a solid March payrolls report that was indicated higher by the largest...

Monday, April 5, 2021

In their latest commentary, the Cetera Investment Management team discusses the recent infrastructure proposal, why it will likely take longer to pass than people expect and the investment ramifications. CLICK TO READ As always,...

Wednesday, March 31, 2021

Weekly Recap March 22-26, 2021 RecapEquities Indices Finish at All-Time HighsStocks ReboundU.S. stocks posted solid gains last week with the Dow Industrials and S&P 500 finishing at new record highs on renewed optimism over...