Weekly Market Update – October 1, 2021
Quick Takes Global equities were down for the week with the S&P 500, dropping -2.2%, while the tech-heavy Nasdaq Composite was down -3.2%. Small Cap Value was the only major asset class up on the week, gaining +1.4%. Mid Cap Growth suffered the most, falling...
Weekly Market Update – September 24, 2021
Quick Takes The S&P 500 and Dow Jones were able to overcome a big loss on Monday to advance for the week. The CBOE Volatility Index (VIX) spiked to more than 28 on Monday before settling back under 18 by Friday. The yield on the U.S. 10-year Treasury rose 9 basis...
Building a Solid Foundation: Five Key Principles for Long-Term Investment Strategies
Investing for the long term is an excellent way to secure your financial future and build wealth. Whether you’re new to investing or have some experience, it’s crucial to understand the key principles of long-term investment strategies. This blog post will...
Tax Loss Harvesting Explained
When markets dip, most of us focus on the losses in our accounts. But under the right conditions, some of those losses can work in your favor at tax time. Tax loss harvesting is a strategy that uses investments that have gone down in value to help lower your tax...