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
Blog
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
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