APRIL 2026 MARKET COMMENTARY EQUITY & FIXED INCOME MARKETS The markets continued to shrug off the fluctuations of the Iran crisis and rallied around strong corporate earnings and traction in the Artificial Intelligence (AI) sector. Led by the Information Technology (IT) sector, […]
May 2026 Market Commentary Read More
Money remains one of the last taboo subjects in many families. Some avoid it out of discomfort. Others fear appearing uninformed, inviting judgment, or exposing themselves to risk. Whatever the
Planning Together: Financial Clarity for Aging Parents and Their Adult Children Read More
APRIL 2026 MARKET COMMENTARY EQUITY & FIXED INCOME MARKETS The Iran crisis and high oil prices did not rattle investor confidence in the Artificial Intelligence (AI) trade in April. Led by the
April 2026 Market Commentary Read More
CPAs occupy a unique vantage point: whether advising clients or running their own practices, they have direct access to the income, cash flow, and workforce data that drive retirement plan selection.
Small Business Retirement Plans: A Decision Framework for CPAs and Advisors Read More
MARCH 2026 MARKET COMMENTARY EQUITY & FIXED INCOME MARKETS March was a volatile month for equity markets as the escalating Iran crisis and surging oil prices rattled investor confidence. The S&P 500 Index fell –5.0%, posting its worst month since September 2022,
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EQUITY & FIXED INCOME MARKETSIn February, equity markets delivered mixed results. The S&P 500 Index declined -0.8%, while the Dow Jones Industrial Average gained 0.3% and the Nasdaq Composite fell
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EQUITY & FIXED INCOME MARKETSEquity markets favored small and mid-caps in January. The S&P 500 Index returned 1.5% while the S&P 400 Mid-Cap Index and the S&P 600 Small-Cap Index
January 2026 Market Commentary Read More
EQUITY & FIXED INCOME MARKETS Equity markets favored small and mid-caps in November with the S&P 500 Index, the S&P 400 Mid-Cap Index and the S&P 600 Small-Cap Index returning
November 2025 Market Commentary Read More
EQUITY & FIXED INCOME MARKETS Equity markets favored large caps in October, with the S&P 500 Large-Cap Index, the S&P 400 Mid-Cap Index and the S&P 600 Small-Cap Index returning
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SEPTEMBER 2025 MARKET COMMENTARY EQUITY & FIXED INCOME MARKETS COMMENTARY Equity markets were up in September, led by the resumption of the mega-cap technology trade tied to Artificial Intelligence (AI).
September 2025 Market Commentary Read More
