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The S&P 500 hit a new all-time high on September 11, fueled by optimism around potential interest rate cuts despite persistent inflation and labor market pressures. With rate reductions anticipated later this year, investors remain focused on economic data that could shape future monetary policy and market performance.
9/12/2025
Blog
Considering an EV in 2025? See costs, credits, charging, and when a hybrid or gas car may be smarter—all through a financial-planning lens.
9/10/2025
Blog
U.S. equity markets remain near record highs, even as softer economic data emerges. Signs of a weakening labor market have strengthened expectations for Fed rate cuts—fueling optimism in risk assets. Yet, that same softness also raises concerns about a downturn in the economy.
9/5/2025
Blog
This week on 7 Market Movers, Gary Quinzel discusses three key market movers: slowing economic growth, expended Fed rate cuts, and cautiously optimistic investor sentiment.
9/4/2025
Blog
Your personal financial plan needs to include a formal exit strategy for your business, or you could be in trouble.
9/2/2025
Blog
Federal Reserve Chair Jerome Powell’s openness to a September rate cut energized markets, sending equities higher. The Bureau of Economic Analysis also revised Q2 GDP growth upward to 3.3%, fueled by stronger consumer spending. Earnings from companies like Nvidia, JPMorgan, and Boeing further supported gains, with both tech and value stocks showing strength.
8/29/2025
Blog
Direct indexing explained: benefits, tax-loss harvesting, and key risks. Learn if this tax-efficient investing strategy is right for you.
8/29/2025
Blog
Behavioral finance explains why we make irrational investment choices. Learn how biases like loss aversion and herd mentality impact markets—and how to overcome them with strategic planning, diversification, and rebalancing.
8/29/2025
Blog
What are tariffs, what is a tariff war, and how do tariffs affect everyday expenses? Get answers here, including ideas for how to respond.
8/28/2025
Blog
Bruce Helmer of Wealth Enhancement Group was featured by Pioneer Press in “5 Ways the New Tax Bill Could Impact Your Wallet.”
8/28/2025