RECENT NEWS
- One Big Beautiful Bill Act Changes Form 1099 Reporting For Gig Workers And Those Who Use Payment Apps Like PayPal For Businesson August 2, 2025 at 2:59 pm
Under the new law, reporting thresholds for Form 1099-K (for payment card and third-party network transactions), Form 1099-MISC (for payments not covered by other 1099 forms), and Form 1099-NEC (for nonemployee compensation) have been changed.
- What To Do If You Become The Victim Of Identity Thefton August 2, 2025 at 2:59 pm
When criminals steal financial information, it can be almost impossible to regain online security. Here are insights about what identity theft looks like and what to do.
- Selling Your Business Goes Beyond a Price Tag — Ask Your Buyer These 5 Questions to Ensure They're the Right Fiton August 2, 2025 at 2:59 pm
Before you sign the dotted line, ask the questions that reveal who your buyer really is — and what they truly value.
- Private Assets May Soon Be an Option in 401(k)s. Should You Invest?on August 2, 2025 at 2:59 pm
Approach private assets in your 401(k) with caution: Retirement savers may gain access to bigger returns in investments like private equity and debt funds, but it can come with steeper costs, greater risk and less liquidity. Here is what to know.
- Why Gen Z Is Turning to Financial Advisors Sooner Than Any Other Generationon August 2, 2025 at 2:59 pm
Gen Z wants many of the same things in life as earlier generations of Americans, including a house, a family, a comfortable retirement at a reasonable age. But so far the numbers aren't adding up, so they're seeking help from financial advisors far earlier in life than previous generations.1
Weekly Market Commentary
Is the Bond Market Worried About Inflation? | Weekly Market Commentary | January 27, 2025
The Federal Reserve (Fed) cut interest rates last September and, to date, the central bank has lowered rates by 1%. But over the same period, long-term Treasury yields are higher by 1% (per the 10-year Treasury yield).
New Year, Same Bull Market? | Weekly Market Commentary | January 13, 2025
As the new year officially gets underway, there’s the usual sense of renewed optimism and excitement over new opportunities.
Evaluating Stock and Bond Market Predictions From 2024 | Weekly Market Commentary | January 6, 2025
With 2024 fully behind us, it’s a good time to celebrate our winning calls from last year while also reviewing some mistakes to learn from them and improve our process. The good news is we got more right than wrong last year, but there were some misses. Some course corrections helped. Perhaps the most impactful decision we made was to recommend investors stay fully invested in equities at benchmark levels throughout the entire year despite expecting a stock market pullback around Election Day.
Keys to Stock Market Gains in 2025 | Weekly Market Commentary | December 30, 2024
As 2024 draws to a close, investors have fully embraced the stock market. The S&P 500 is up more than 25% year to date. The broader Russell 3000 Index is up 24%. The Nasdaq Composite is up over 31%. Even the laggards are up double-digits with 12% and 14% advances for the small cap Russell 2000 and the Dow Jones Industrial Average. Volatility was low, with a maximum peak-to-trough decline for the S&P 500 of 8.5% (the long-term average max drawdown is over 13%). As we turn our attention to 2025, the supports of the past year largely remain in place, but some additional pillars have been added as we discuss below.
The Fed Resets Expectations for Next Year | Weekly Market Commentary | December 23, 2024
The Federal Reserve (Fed) is moving more cautiously in adjusting policy, and markets might have a hard time resetting expectations. Throughout the latest press conference with Fed Chair Jerome Powell, equity markets declined as investors were befuddled with the large upward revision to 2025 inflation forecasts; despite disappointing inflation projections, the “vibecession” is over as businesses and consumers have become more optimistic.