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Catch up on the latest market news from the first full week of 2026 in the latest episode of 7 Market Movers with Gary Quinzel. Gary covers market highlights from 2025, recent US equity movements, and the impact of the recent capture of Venezuelan President Nicolas Maduro.
1/9/2026
Blog
In this month's market commentary, Aya Yoshioka details how investment markets closed out 2025 and outlines what we may expect in 2026.
1/9/2026
Blog
Explore five simple budgeting strategies—from zero-based and 50/30/20 to values-based planning—to take control of your money and align spending with what matters most.
1/6/2026
Blog
When people hear the phrase “financial health,” they often picture high income, a perfectly balanced portfolio, or a retirement account with a very large number attached to it. In reality, financial health is much more personal and far more practical.
1/5/2026
Blog
See which U.S. cities face the largest housing shortfalls, why it’s happening, and how it could affect buyers and owners based on the latest metro data.
12/29/2025
Blog
Compare ChatGPT, Gemini, Copilot and Claude for everyday money tasks. See strengths, privacy tips and safe ways to pair AI with a financial advisor.
12/26/2025
Blog
Learn how to withdraw from your 401(k) at age 55 without penalty using the IRS “Rule of 55.” Discover key rules, avoid costly mistakes, and create a smarter retirement plan.
12/23/2025
Blog
As we turn the calendar to a new year, many people revisit familiar resolutions like getting healthier, getting organized, or simply getting a fresh start. But one resolution deserves a place at the top of the list in 2026: reducing or even eliminating “bad debt.” And that begins by understanding that not all borrowing is created equal.
12/22/2025
Blog
Explore how a Grantor-Retained Annuity Trust (GRAT) can reduce estate taxes and transfer wealth efficiently. Learn how GRATs work, their tax benefits, and if they fit your estate plan.
12/22/2025
Blog
This week’s 7 Market Movers brings long-delayed economic data and a meaningful shift in market tone as we head toward year-end. Gary Quinzel walks through how markets initially rallied after the rate cut (but that enthusiasm quickly faded), why concerns over growth and AI valuations weighed on stocks, and what sparked Thursday’s rebound. With equities, bonds, and even commodities showing strong gains in 2025, Gary also highlights the 3 big themes investors will be watching as we enter 2026.
12/19/2025