RECENT NEWS
- Understanding Money: How Emotions Shape Wealth With Morgan Houselon October 27, 2025 at 8:51 pm
Morgan Housel explores how emotions, expectations, and the meaning of “enough” shape our relationship with money, happiness, risk, and true financial freedom.
- IRS Halts Most Taxpayer Services As It Furloughs Nearly Half Its Workerson October 27, 2025 at 8:51 pm
Tax filings and payments are still due and Criminal Investigation will stay on the job. But processing of refunds and amended returns will likely be delayed.
- Decision Fatigue Is Costing You Money. Take These Simple Steps to Beat It.on October 27, 2025 at 8:51 pm
Learn how savvy entrepreneurs are using science-backed strategies — and even AI — to make fewer, smarter choices and reclaim their brainpower.
- Key Estate Planning Documents You Needon October 27, 2025 at 8:51 pm
There are five estate planning documents you may need, regardless of your age, health, or wealth.
- The Era of the Illiquid Millionaire Is Hereon October 27, 2025 at 8:51 pm
Almost one-fifth of US households have a net worth of more than $1 million, with one-third of them gaining that status since 2017. Most of that wealth is on paper, due to a soaring stock market and increasing real estate values, making America enter the Era of the Illiquid Millionaire.
Weekly Market Commentary
Gold Rally Is No Flash in the Pan | Weekly Market Commentary | September 30, 2024
When it comes to investing, gold may be the antithesis of artificial intelligence (AI). The precious metal has acted as a store of value for thousands of years with zero technological innovation — gold is discovered, not developed. Gold is also a real tangible asset and can act as a potential hedge against inflation or a safe haven during times of crisis.
Policy Crosscurrents: Potential Market Impacts | Weekly Market Commentary | September 23, 2024
Of course, last week’s headliner was Jerome Powell and the Federal Reserve (Fed) cutting rates by a half percent on Wednesday, September 18, the first time since the COVID-19 pandemic broke out in 2020. The Fed “pause” ended at 423 days and now stands as the second-longest on record, while the 26% gain for the S&P 500 during the pause (7/27/23–9/18/24) ranks first. Here we share some thoughts on the Fed’s move last week and some potential market implications of not only Fed policy but also fiscal policy post-election.
Election Implications on the Municipal Market | Weekly Market Commentary | September 16, 2024
While there are still several months until the election is decided, the expectation is that regardless of who ultimately becomes our 47th president, the biggest loser could be the fiscal deficit. Per the Congressional Budget Office (CBO), the U.S. government is expected to run sizable deficits over the next decade — to the tune of 5% – 7% of gross domestic product (GDP) each year. According to the CBO, the deficit increases significantly in relation to GDP over the next 30 years, reaching 8.5% of GDP in 2054.
Second Quarter Earnings Recap: Good, Not Great | Weekly Market Commentary | September 9, 2024
Second quarter numbers were quite good and generally in line with LPL Research’s expectations. In our earnings preview on July 1, we called for double-digit earnings growth and we got it — S&P 500 earnings per share (EPS) grew nearly 12% in the quarter, or over 13% excluding a $9.1 billion write-down of media assets by Warner Brothers Discovery (WBD). Profit margins expanded quarter over quarter by a not insignificant 0.4%, indicating companies did a good job controlling costs.
Russia To Host BRICS Summit 2024 Amid Heightened Geopolitical Conflict | Weekly Market Commentary | September 3, 2024
In December 2023, Vladimir Putin declared that the 2024 BRICS Summit, hosted by Russia, would be focused on establishing a “fair world order” based on shared principles.