insights

Rising interest rates and geopolitical tensions contributed to a sharply divided market in the third quarter. The S&P 500 posted a modest gain of 2.30%, supported by several large technology

WHAT IS A TRUMP ACCOUNT—AND SHOULD YOU HAVE ONE? BY SARAH MELLGREN, JD, CFP* The “One Big Beautiful Bill” was signed into law on July 4, 2025, bringing with it

MoneyMatters Market Update Q3 2026 – Confidence in an Uncertain World Markets rarely wait for uncertainty to clear before moving higher. Earlier this year, headlines and market commentary were focused

Artificial Intelligence: Participating Without Overconcentrating Technology stocks took a brief backseat during the first quarter, with many high-profile names pulling back from their all-time highs amid concerns about valuations and

Evolving Markets, Expanding Outcomes The first quarter of 2026 unfolded in distinct phases, highlighting how quickly market sentiment can shift as world events evolve. The year began with a continuation