Financial Planningsub-featured 2024 Q4 Markets Commentary and Outlook As we close another dynamic year, our Q4 2024 Market Recap provides a detailed analysis…Trent McIntyreJanuary 9, 2025
Courage to Asksub-featured Paying Off Your Mortgage May be the Least of Your Worries… A recent Wall Street Journal article explores a troubling trend: property taxes and home insurance…Jared A LevyDecember 31, 2024
Investmentsub-featured Market Expert Encourages Taking Inventory, Not Risks, as Year Ends As the Federal Open Market Committee (FOMC) prepares to announce its final interest rate decision…Jared A LevyDecember 17, 2024
Courage to Asksub-featured MicroStrategy Vs. Bitcoin ETFs: The Big Differences You Need to Know Investors intrigued by Bitcoin have multiple ways to gain exposure, but choosing between buying shares…Jared A LevyDecember 12, 2024
Food for Thoughtsub-featured As Costs Rise, Drivers Delay Important Vehicle Maintenance and Repairs The rising trend of deferred automotive maintenance highlights a growing challenge for American drivers: balancing…Jared A LevyDecember 11, 2024
Gain Perspectivesub-featured The Build-to-Rent Boom: Wall Street Bets on Shifting American Dream Rebecca Picciotto of the Wall Street Journal recently outlined the rise of build-to-rent communities funded…Jared A LevyDecember 11, 2024
Investmentsub-featured One Pro’s Helpful Tips for This Year’s Santa Claus Rally Santa Claus Rally Ahead: Exercise Caution As the year winds to a close, markets continue…Jared A LevyDecember 10, 2024
Food for Thoughtsub-featured Reflecting on the Tremendous Generosity of 2024 Markets As we approach the season of giving, Jared Levy, Chief Markets Strategist at Peak American…Trent McIntyreDecember 4, 2024
Gain Perspectivesub-featured Spotlight on SDHY: A Smart Bond Play Amid Market Uncertainty As markets remain volatile and key data points loom, Jared Levy, Chief Markets Strategist at…Trent McIntyreNovember 19, 2024
Financial Planningsub-featured 2024 Q3 Markets Commentary and Outlook We are excited to share our latest Market Recap for Q3 2024. This report highlights…Trent McIntyreNovember 12, 2024