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In this week’s 7 Market Movers, Aya Yoshioka breaks down the Fed’s latest rate cut, cooling labor data, and market reactions across bonds, equities, and commodities. She highlights key earnings from Oracle, Broadcom, and Costco, along with renewed debates around AI and inflation. Despite a volatile year, global markets remain resilient heading into 2026, reinforcing the value of disciplined, diversified investing.
12/12/2025
Blog
Explore top tax-efficient investing strategies—from tax-loss harvesting and asset location to charitable giving and Roth conversions—to help reduce taxes and grow your wealth.
12/12/2025
Blog
Every year, the IRS updates federal tax brackets, standard deductions, and other key thresholds to account for inflation. This year, the IRS update also included changes introduced under the One Big Beautiful Bill Act (OBBBA). Here is a detailed summary of what taxpayers should expect and how to prepare.
12/10/2025
Blog
Worry creates negative emotions and stress, leading to avoidance that can make things worse. You can change your habits by starting small, talking with a trusted family member or friend and being consistent and persistent.
12/9/2025
Blog
For many families, the holidays are the one moment of the year when everyone comes together without the usual rush of deadlines, school schedules, or conflicting calendars. And while nobody wants to turn a festive gathering into a financial seminar, these warm, unhurried moments can open the door to something surprisingly valuable: meaningful conversations about money, intentions, and the kind of legacy you want to leave.
12/8/2025
Blog
In this week’s 7 Market Movers, Doug Huber explains how markets are navigating delayed economic data, with jobless claims hitting a three-year low despite elevated layoffs. Strong earnings from Snowflake and Dollar General boosted equities, while expectations for a December Fed rate cut climbed above 90%, supporting both small-cap and tech stocks. Treasury yields edged lower, and investors now await key economic reports in the coming weeks for clearer insight into inflation, employment, and Fed policy direction.
12/5/2025
Blog
In this month's market commentary, Aya Yoshioka discusses market performance, the likelihood of a December rate cut, and the current state of the AI revolution.
12/4/2025
Blog
After several years of stubborn inflation and steep borrowing costs, this holiday season finds many families determined to celebrate, but quietly worried about how much they’re spending. With the average American planning to shell out roughly $1,700 on gifts, travel, and entertaining this year (up from about $1,430 in 2022) those worries are understandable.
11/23/2025
Blog
After hitting record highs, markets have pulled back as volatility returns and investors question whether the AI rally can keep up its pace. In this week’s episode, Gary breaks down what’s driving the recent swings, NVIDIA’s headline-grabbing earnings, and why expectations for another Fed rate cut are fading.
11/21/2025
Blog
Markets rebound after government shutdown. Aya Yoshioka analyzes inflation, Fed cuts, and shifts from tech to healthcare and energy.
11/14/2025