
5 Financial Misconceptions About Retirement
Planning for retirement is often seen as a straightforward task, but misconceptions can undermine even the best intentions. These myths, if left unchecked, can result

Weekly Market Commentary |February 10, 2025
Optimism headed south on Friday. After rising for most of the week, stock markets lost momentum last Friday as economic data raised doubts about further

Weekly Market Commentary |February 03, 2025
Wait! What just happened? Last week, investors were inundated with market-moving data and news. Stock markets gyrated as investors tried to process everything that was

Weekly Market Commentary |January 27, 2025
What moves financial markets? The short answer is: Lots of things! Almost one hundred years ago, Benjamin Graham and David L. Dodd wrote, “the market

Start the Year with Smart Giving: The Benefits of Qualified Charitable DistributionsÂ
When planning your charitable giving for 2025, January is the ideal time to consider Qualified Charitable Distributions (QCDs) from your IRA. QCDs allow individuals aged

Weekly Market Commentary |January 21, 2025
As the markets turn. Last week, investors breathed a sigh of relief when the latest price data showed core inflation, which excludes volatile food and