Market Week : July 31, 2023

The Markets (as of market close July 28, 2023) Stocks enjoyed a favorable week of returns, with each of the benchmark indexes listed here posting solid gains. The Dow and the S&P 500 notched their third straight week of gains. Inflation continued to cool in June,...

Market Week : July 24, 2023

The Markets (as of market close July 21, 2023) Last week saw stocks close generally higher, with only the tech-heavy Nasdaq slipping lower. The Dow extended its winning streak to 10 straight sessions, its longest run since August 2017. Investors, probably anticipating...

(Still) Waiting on the Fed | Weekly Market Commentary | July 24, 2023

The first half of the year probably didn’t go the way many fixed income investors had hoped, particularly after the historically awful year last year. It wasn’t a horrible start—more in line with recent years—but expectations were high this year, with many calling...

August 2023 Newsletter

Saving for Retirement Health-Care Costs It’s no secret that health care is expensive, but you might be surprised by the savings needed to pay for health care during retirement.   More Details Put Your Money Where Your Values Are Why you should know your...