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For much of the history of the stock market, investing was primarily about individual stocks and bonds. Over the past few decades, however, macroeconomic developments have increasingly influenced markets. Significant events, whether related to central bank policy, geopolitics, or global trade, now affect nearly all stocks across the market, regardless of their individual stories. For […]

As widely reported in the news, the U.S. and Israel have launched military strikes against Iran, targeting its leadership, military assets, and nuclear infrastructure. Iran’s Supreme Leader is confirmed to have been killed, and Iran has retaliated with missile and drone attacks across the Middle East. President Trump has stated that the goal of the

The state of the economy matters deeply to long-term investors, as it directly influences portfolios and financial plans. Recent data has delivered mixed signals, leaving many investors uncertain about how to interpret the current landscape. The labor market is at an inflection point Interpreting labor market data has been complicated in recent months by government

Fifteen years ago, Marc Andreessen famously said that “software is eating the world.” At the time, that idea felt bold. Today, it feels obvious. Nearly every industry has been reshaped by software, automation, and connectivity. Now, we are entering the next phase of that evolution, and artificial intelligence is at the center of it. AI

Precious metals including gold and silver have experienced significant gains over the last two years, drawing considerable investor interest. With gold recently crossing $4,700 per ounce and silver trading above $90 per ounce, both metals have reached historic price levels. These impressive returns may prompt some investors to consider adding these assets to their portfolios.

The stock market finished 2025 with double-digit gains for the sixth time in seven years. Apart from the 2022 downturn caused by inflation concerns, this impressive run has strengthened the financial positions of many investors. There’s a common saying that anticipation exceeds reality. While investors always welcome strong returns like these—which clearly benefit portfolios and

I wanted to share an important update that could impact how you pay taxes or receive refunds. On March 25, 2025, a federal executive order was signed that requires government agencies, like the IRS and Social Security Administration, to stop using and accepting paper checks for disbursements and payments by September 30, 2025. What this means

July was chock-full of key economic developments, from monumental legislation and trade deal fluctuations to a tense Fed meeting and labor market weakness. Before we get started, we hope you’ll check out some of our more recent, detailed insights. We’ve had a lot of questions around why it’s important to develop financial plans that incorporate

For nearly nine decades, Social Security has served as a cornerstone of American retirement security. However, as demographic shifts reshape our society, questions about the program’s long-term viability have become increasingly prominent. While Social Security remains a vital component of retirement income, it represents just one element of comprehensive financial planning. Given today’s economic and

On April 2, President Trump announced new tariffs on nearly all major trading partners. These tariffs are “reciprocal” in that they correspond to tariffs each country imposes on U.S. goods and are on top of previously announced duties. The average tariff rate across countries is 25%, with rates for some as high as 49%. While