Insightful Ideas

Market sentiment has turned cautious as both the S&P 500 and Nasdaq indices show negative performance year-to-date. While trade tensions dominate headlines, other factors including declining consumer sentiment, elevated inflation readings, public sector job reductions, and various economic indicators have contributed to market anxiety. With recession concerns resurfacing and President Trump acknowledging their possibility, investors seek guidance on maintaining perspective during these uncertain times.

President Trump’s inauguration marks a significant political shift amid market and economic uncertainty. The stock market had rallied as much as 5.3% with dividends in the month following the November election, before giving up about half of those gains at the start of the year. As President Trump begins his second term, both Wall Street and Main Street are wondering what the next four years may bring.

Check out our "Questions for the year ahead" video

As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.

The IRS has released record high contribution increase for 2023. This article details the changes.

Do you have a long-lost retirement account left with a former employer? Learn how to identify lost retirement accounts and reclaim your money.