Embarking on a new investment journey shares emotional similarities with the first day of school—both are filled with a mix of fear and excitement. We explore immediate investment and dollar-cost averaging strategies in this back-to-school "study guide."

For those in or near retirement, perhaps the question is, how can I protect my purchasing power and grow my wealth? Can I trust the IOU from Uncle Sam?

News Recap: 1) U.S. economy outperforms expectations, 2) Federal Reserve approves a quarter-percent interest rate hike, and 3) Dow Jones Index experiences a winning streak.

This on-demand Market Update episode covers several key topics shaping markets and the economy. (video)

"Ninety percent of the game is half mental." Yogi Berra had a knack for contradictions and finding wisdom in the nonsensical. Read our quarterly check-in on markets and the economy. (Article)

During periods of higher interest rates, sticky inflation, and below-average consumer sentiment, we believe it is important to remain present in markets with a long-term view.

Explore the implications of market breadth and the dynamics of large-cap vs. small-cap stocks. We discuss navigating market shifts and optimizing investment strategies for long-term success.

Servicing the national debt is getting more expensive because of rising debt levels and higher interest rates. Looking ahead, the CBO estimates that in 10 years, the interest cost will approach $1.4 trillion per year. (video)