Newsletters

Summer rally continues

Markets Stocks rebounded last week as investor optimism for a September rate adjustment and strong Q2 corporate results overcame the rollout of fresh tariffs. The Standard & Poor’s 500 Index…
Ken
August 12, 2025
Newsletters

Volatility continues to increase

Markets Stocks fell last week as investors assessed progress on trade negotiations, new U.S. tariffs, and fresh data on the U.S. economy. The Standard & Poor’s 500 Index fell 2.36…
Ken
August 5, 2025
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Newsletters

Earnings lead the way

Markets Expectation-beating Q2 results from several companies, trade updates, and investor optimism for more trade agreements pushed market averages to solid gains. The Standard & Poor’s 500 Index advanced 1.46…
Ken
July 29, 2025
Newsletters

Records are made to be broken

Markets Stocks were mixed last week, battling through tariff talk while responding to upbeat quarterly corporate reports and a trove of updates on the economy. The Standard & Poor’s 500…
Ken
July 22, 2025
Newsletters

Technology continues to lead

Markets Stocks were slightly lower last week, while looking past news of fresh U.S. tariffs on nearly two dozen countries. The Standard & Poor’s 500 Index fell 0.31 percent, while…
Ken
July 16, 2025
Newsletters

Bulls continue to make strides

Markets Trade developments and continued momentum pushed all three major averages to modest gains again for a shortened holiday trading week. The Standard & Poor’s 500 Index rose 1.72 percent,…
Ken
July 8, 2025
Newsletters

Are the bulls ready to make a move?

Markets Stocks were mixed during the holiday-shortened trading week as uncertainty over conflict in the Middle East weighed on investors. Yet, this week saw markets move higher as a ceasefire…
Ken
June 25, 2025

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Newsletters

Protecting Your Family’s Future

At a recent financial industry event, behavioral finance expert Meir Statman tried to put the risk of investment losses in perspective. “The real risks in life are not the stock…
Ken
October 28, 2013
Newsletters

Want to Be Your Own Boss?

A 2013 study of entrepreneurship found that more than a quarter of workers aged 65 and older plan to start their own businesses in the next three years.1 Developing a…
Ken
October 28, 2013
Newsletters

The Alternative Minimum Tax Trap

The alternative minimum tax (AMT) was enacted in 1969 after Congress learned that 155 affluent Americans had paid no federal income taxes.1 Although only about 19,000 taxpayers owed the AMT…
Ken
October 28, 2013
Newsletters

Growth and Value Investing

“Growth” and “value” are distinctions made between types of equity investments. These style labels are generally pinned to certain stocks, market sectors, and indexes. Some investors may prefer one of…
Ken
October 28, 2013
Newsletters

Cybercrime Survival Guide

Annual statistics from the computer security industry warn that cyber criminals are targeting small businesses at an alarming rate. In fact, cyber attacks on businesses with fewer than 250 employees…
Ken
October 28, 2013
Newsletters

Teach Your Children Well

In a recent survey of Generation Z (ages 13 to 22), 39% of teens and young adults said they expect to receive an inheritance and therefore don’t need to worry…
Ken
September 28, 2013
Newsletters

Rung by Rung: Building a Bond Ladder

Short-term interest rates have been at historic lows for more than four years, due in large part to Federal Reserve policies intended to stimulate the economy.1 The Fed’s actions have…
Ken
September 28, 2013
Newsletters

Women and Retirement Investing

Career opportunities for women have expanded greatly over the last couple of decades. Yet during their lifetimes, women still earn less money than men, primarily because they take time off…
Ken
September 28, 2013
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