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Market Commentary: Looking Back on a Near-Bear Market

The S&P 500 fell 2.6% last week, falling the last three days of the week heading into the long holiday weekend after climbing on Monday and Tuesday. Declines were primarily caused by a fresh round of tariff threats, including 50% on the European Union (delayed over the weekend to July 9 …

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What You Need to Do Leading Up to Retirement

Thinking about retiring soon? Make sure you’re prepared for the big transition by watching our What You Need to Do Leading Up to Retirement webinar, now available on-demand.   

Facts Vs Feelings Take 5 – Why The Lows Could Be In

In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dig into the recent market rally and explore the possibility that the worst may be behind us. With tariffs rolled back and earnings season exceeding expectations, could the lows be i …

Making Sense of RMDs

The SECURE Act and SECURE 2.0 Act have affected millions of Americans inheriting or leaving behind a retirement account. While required minimum distributions (RMDs) for the account owner are delayed, there is now a 10-year window for many people who inherit these accounts to take their dist …

Facts Vs Feelings Take 5 – Some Good News

In this week’s episode, Ryan Detrick, Chief Market Strategist, reports live from the bustling Sixth Street in Austin while Sonu Varghese, VP, Global Macro Strategist, holds down the fort in a much quieter spot. Despite the market noise—both literal and financial—there’s actually some …

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