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Blog and Education

Jimmy Lee | Oct 7, 2024

Weekly Market Commentary 10.07.2024

Weekly Market Commentary

The Markets

Living the realities of risk and reward.

Asset allocation is important because it helps investors manage the risk and rewards of investing. In general

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Jim Worden | Oct 2, 2024

Where Do We Go From Here?

Weekly Market Commentary

Yesterday was the first move of the Federal Open Market Committee (FOMC) in this cycle to cut interest rates. The FOMC cut interest rates by 50 basis points (0

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Jimmy Lee | Sep 30, 2024

Weekly Market Commentary 09.30.2024

Weekly Market Commentary

The Markets

The Standard & Poor’s (S&P) 500 Index hit a new all-time high last week.

The S&P 500 has had quite a year. Despite a sharp downturn in August when

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Jimmy Lee | Sep 23, 2024

Weekly Market Commentary 09.23.2024

Weekly Market Commentary

The Markets

Rates moved lower and stocks moved higher.

In 2022, the United States Federal Reserve (Fed) began raising interest rates as it battled high rates of

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Jimmy Lee | Sep 16, 2024

Weekly Market Commentary 09.16.2024

Weekly Market Commentary

The Markets

There was a lot of good news last week!

Inflation continued to trend lower. The Consumer Price Index showed that inflation was 2.5 percent year over

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Raymond Bell | Sep 4, 2024

The Crucial Conversation During Life Insurance Awareness Month

Weekly Market Commentary

September is Life Insurance Awareness Month—but what does that really mean? While many campaigns focus on the fact that Americans are underinsured, this is only

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Jimmy Lee | Sep 3, 2024

Weekly Market Commentary 09.03.2024

Weekly Market Commentary

The Markets

After gyrating wildly throughout the month, major U.S. stock indexes finished August higher.

Despite a lot of uncertainty and some dramatic ups and

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Alisa Foster | Sep 1, 2024

The Awesome Power of Compound Interest

Weekly Market Commentary

It is often reported that Einstein may have referred to compound interest as “the most powerful force in the universe” and “the eighth wonder of the world.” And

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laptop at desk
Jimmy Lee | Aug 12, 2024

Weekly Market Commentary 08.12.2024

Weekly Market Commentary

The Markets

Markets were gripped by August jitters.

Last week, financial markets were volatile. The CBOE Volatility Index (VIX), which is known as Wall Street

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Sticky notes beside keyboard
Jimmy Lee | Jul 31, 2024

Weekly Market Commentary 07.15.2024

Weekly Market Commentary

The Markets

Will deflation continue?

In May, Pew Research asked Americans about the biggest problems facing our nation. The top three answers were:

  1. Inflati
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Man holding a book
Jimmy Lee | Jul 31, 2024

Weekly Market Commentary 07.08.2024

Weekly Market Commentary

The Markets

Despite some volatility, stock markets have been buoyant in 2024.

Enthusiasm for artificial intelligence (AI), optimism about inflation, and

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An elderly woman wearing brightly colored, hip clothing doing a funny pose.
Mark Starr | Jun 4, 2024

Longevity in Retirement & What You Should Know

Investments
Retirement
Finance
Savings

How many years will your retirement last?

What are the chances you’ll live past 90?

Most of us answer those questions wrong because we don’t have strong longe

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