Market Updates
Read our latest market commentary
The IRS Knows More About Your Financial History Than You May Think
Most people visit IRS.gov because they need to make a payment, check on a refund, or find a tax form. But tucked inside your IRS account is something you may not have looked at before: years of information the IRS has collected about you.
Markets Reassess Rates After Softer Economic Data
September payroll growth fell short of expectations and wage growth slowed, while August PCE data showed some moderation in inflation even as other indicators continued to signal elevated price pressures.
Markets Rally Despite Rising Interest Rate Pressure
U.S. equities rebounded, led by technology stocks, even as a global bond sell-off pushed the 10-year Treasury yield above 5% and the 30-year yield to its highest level since 2004.
Fed Rate Hike Reshapes Market Outlook
The Federal Reserve raised its benchmark rate by 25 basis points to 3.75%–4.00%, while updated projections showed policymakers anticipating rates remaining higher than previously expected as inflation pressures persist.
Before the Year Ends, Do You Know If You’ve Paid Enough in Taxes?
There are still a few months left in the year. You may know roughly what you’ve earned. You probably know what has been withheld from your paycheck.
Oil Surge Revives Inflation and Rate Concerns
Investors turn their attention to the Federal Reserve’s September meeting, with futures markets indicating increased expectations for a rate hike as of the report date.
Before They Leave for College: The Money Conversations Worth Having With Your Kids
Sending a child to college changes more than where they live. For many families, it is the first time a child is responsible for managing money, making important decisions, and handling unexpected situations without a parent immediately beside them.
Labor Strength Keeps Rate Hike Debate Alive
Treasury yields moved higher alongside a broader global bond selloff, while rising oil prices added to inflation concerns and economic data continued to indicate expansion in both manufacturing and services.
Giving While You’re Living: When Your Legacy Can Start Now
When families think about transferring wealth to their children, the conversation often begins with an estate plan.
How Much of Your Child’s College Education Should You Pay For?
For many parents, helping pay for college is an important financial goal. But as tuition costs rise and college approaches, a more difficult question often comes into focus:
Nvidia Rally Meets a Hawkish Federal Reserve
Supported by strong Nvidia earnings, U.S. equities rebounded during the week while smaller companies faced pressure as Federal Reserve Chair Kevin Warsh’s Jackson Hole remarks contributed to higher expectations for a September rate increase.
Bond Market Turmoil Weighs on Stocks
U.S. equities pulled back from record highs as long-term Treasury yields surged, with the 30-year yield reaching its highest level in nearly two decades amid concerns over federal debt and inflation.
S&P Hits Record as Inflation Moderates
U.S. markets were mixed for the week, with the S&P 500 reaching a new record as softer consumer and producer inflation data reduced expectations for a September Federal Reserve rate hike.
Soft Jobs Report Reshapes Rate Expectations
U.S. stocks posted their strongest week since April, with the S&P 500 and Nasdaq Composite reaching record highs as a weaker-than-expected July jobs report reduced expectations for another near-term Federal Reserve rate hike.
VestGen Wealth Partners Expands Relationship with Zocks to Enhance Organic Growth Enablement Platform
Advisors to leverage Zocks’ advanced AI tools to drive organic growth
Big Tech Reassures Investors on AI
Equity markets rebounded after two consecutive weeks of declines as strong earnings from several mega-cap technology companies helped restore investor confidence despite continued concerns over artificial intelligence spending.
Sold Appreciated Stock? It May Not Be Too Late to Review Your Tax Strategy
"I sold appreciated stock earlier this year, and my capital gains tax may be higher than I expected. Is there anything I can still do?"
Before You Make a Financial Move, Do You Know Your Tax Terrain?
Planning a hike without looking at a map can leave you wondering what lies ahead. A topographic map helps you understand the landscape before you begin, showing where the trail levels out, where it becomes steeper, and where you may want to adjust your route.
AI Spending Concerns Pressure Technology Shares
U.S. equity markets posted a second consecutive weekly decline as weakness in large-cap technology stocks overshadowed an otherwise strong start to second-quarter earnings season.
Semiconductor Selloff Weighs on U.S. Markets
U.S. equities pulled back during the week as a sharp decline in semiconductor stocks ended a three-week market rally and weighed on broader technology shares.