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Market Commentary: More New Highs and a Jobs Surprise
What a first half it was, as the S&P 500 was down close to 20% at the April lows and incredibly have come back to new highs already, one of the fastest recoveries ever.
Facts Vs Feelings Take 5 – Why the Surprise Summer Rally Can Continue
In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the unexpected strength in stocks during May and June, why the economy has outperformed expectations, and what could keep momentum going in the second half of the year. From …
Market Commentary: S&P 500 Makes a New All-Time High, and a Look at Housing
New Highs Are Here What a wild ride 2025 has been and it is only halfway over! After being down nearly 20% at the lows in April, stocks have staged one of the largest reversals ever and on Friday moved back to new highs.
Facts Vs Feelings Take 5 – Back to Your Regularly Scheduled Bull Market
In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the remarkable turnaround in markets over the past 10 weeks, with the S&P 500 nearly reaching an all-time high despite previous worries around inflation, tariffs, and geo …
Tax Planning in Retirement: Strategies to Help Minimize Taxes When You Retire
The transition from employment to retirement can be complex. For decades, employees and business owners received either a regular paycheck or earnings from self-employment. Suddenly, that will slow or stop. Not only will cash inflow stop, but you will also be taking money out of all these a …
Why I Keep Coming Back to a Multi-Platform Bitcoin Wallet
Whoa! That feeling when your phone buzzes and you realize a small transfer went through without a hitch. I know—sounds trivial—but after years of juggling seed phrases and clunky desktop clients, seamlessness matters. At first I thought any non-custodial wallet would do; then I rebuilt a no …
