The stock market continued to surge to new records in the 1st quarter, as the vaccine roll-out led to optimism that the economy was on the road to recovery.

The stock market continued to surge to new records in the 1st quarter, as the vaccine roll-out led to optimism that the economy was on the road to recovery.

Some of the major shifts in the capital markets that began in the 4th quarter of 2020 have continued into the new year – but not in a steady progression.

Some of the major shifts in the capital markets that began in the 4th quarter of 2020 have continued into the new year – but not in a steady progression.

If your investments are no longer aligned with your current situation, your portfolio may be overdue for an overhaul.

If your investments are no longer aligned with your current situation, your portfolio may be overdue for an overhaul.

Despite facing the greatest global health crisis of our generation – and the economic fallout that came with it – the stock market roared to record highs in 2020.

Despite facing the greatest global health crisis of our generation – and the economic fallout that came with it – the stock market roared to record highs in 2020.

It’s never too early to begin investing for your child’s future. Whether you have a new baby or a toddler running around the house, it’s worth coming up with a plan. Even if you only put away a small amount each month, every bit can make a big difference later.

It’s never too early to begin investing for your child’s future. Whether you have a new baby or a toddler running around the house, it’s worth coming up with a plan. Even if you only put away a small amount each month, every bit can make a big difference later.

Bond yields took a big leap in recent weeks over inflation concerns, with the yield on 10-year U.S. Treasuries moving up from 1.09% at the end of January to 1.46% at the February close. Rising bond rates in the past have sometimes had an adverse effect on stocks. The more attractive bonds become, as their yields rise, the more likely it is that money will begin flowing out of stocks and into bonds.

Bond yields took a big leap in recent weeks over inflation concerns, with the yield on 10-year U.S. Treasuries moving up from 1.09% at the end of January to 1.46% at the February close. Rising bond rates in the past have sometimes had an adverse effect on stocks. The more attractive bonds become, as their yields rise, the more likely it is that money will begin flowing out of stocks and into bonds.

It’s a common myth that you need a few thousand dollars to begin investing. It actually works in your favor to start investing early — even with as little as $50 a month — rather than to wait until you have a few thousand dollars saved up.

It’s a common myth that you need a few thousand dollars to begin investing. It actually works in your favor to start investing early — even with as little as $50 a month — rather than to wait until you have a few thousand dollars saved up.

Stocks were mixed in January, with a small 1.11% decline for the S&P 500® Index and a 1.42% gain for the NASDAQ Index. Bond yields continued to tick upwards in January, as economic expectations brightened. Oil prices also climbed for the third straight month, as auto and air travel continued to rebound.

Stocks were mixed in January, with a small 1.11% decline for the S&P 500® Index and a 1.42% gain for the NASDAQ Index. Bond yields continued to tick upwards in January, as economic expectations brightened. Oil prices also climbed for the third straight month, as auto and air travel continued to rebound.

This past week has seen yet another unprecedented phenomenon in the capital markets – the saga of GameStop and other companies whose stock prices have gyrated wildly.

This past week has seen yet another unprecedented phenomenon in the capital markets – the saga of GameStop and other companies whose stock prices have gyrated wildly.

As the New Year rolls around, it may be time to evaluate where you are with your investment plan & consider making some changes.

As the New Year rolls around, it may be time to evaluate where you are with your investment plan & consider making some changes.

Not sure what type of Individual Retirement Account (IRA) is right for you? You’re not alone. Both traditional IRAs and Roth IRAs offer unique benefits, but you’ll need to consider your financial goals to determine what’s right for you.

Not sure what type of Individual Retirement Account (IRA) is right for you? You’re not alone. Both traditional IRAs and Roth IRAs offer unique benefits, but you’ll need to consider your financial goals to determine what’s right for you.

How have the various asset classes, sectors and fixed income investments performed over the past 10 years? View our quilt charts to see leaders, losers and more.

How have the various asset classes, sectors and fixed income investments performed over the past 10 years? View our quilt charts to see leaders, losers and more.

Gen-Xers (born between 1965 and 1982) have entered the prime of their lives – a time when investment priorities could pull them in a variety of directions.

Gen-Xers (born between 1965 and 1982) have entered the prime of their lives – a time when investment priorities could pull them in a variety of directions.

Sandwiched between Baby Boomers and the Millennial generation, Gen-Xers often feel overlooked. If you're a member of the Generation X (born between about 1965 and 1982) you should stand tall. You and your cohorts have quietly established a prominent presence in both the work force and the economy.

Sandwiched between Baby Boomers and the Millennial generation, Gen-Xers often feel overlooked. If you're a member of the Generation X (born between about 1965 and 1982) you should stand tall. You and your cohorts have quietly established a prominent presence in both the work force and the economy.

The stock market reached an all-time high as trading closed for 2020 – a bright spot for bold investors who stuck with stocks during an otherwise tumultuous, pandemic-plagued year.

The stock market reached an all-time high as trading closed for 2020 – a bright spot for bold investors who stuck with stocks during an otherwise tumultuous, pandemic-plagued year.

By contributing to a Roth IRA in addition to your 401(k), you may be able to not only supplement your retirement savings, but also provide more flexibility in addressing your financial situation.

By contributing to a Roth IRA in addition to your 401(k), you may be able to not only supplement your retirement savings, but also provide more flexibility in addressing your financial situation.