Blog Articles


Behavioral Finance & Investing
Behavioral finance is the application of psychology to understanding financial behavior and its effect on portfolios and markets. Whereas traditional economic theory assumes people always make


Disability Insurance Awareness Month
May is Disability Insurance Awareness Month. It’s a month to educate and do something about the enormous gap that exists between Americans’ need for disability insurance


Market Update | May 9, 2020
As the stock markets take another leg down today, key U.S. interest rates are rising again. Like a 13-month round-trip higher and lower, the S&P 500


Quarter Review
Since the Covid-inspired sell-off in the first quarter of 2020, major stock markets have generally been on an upward trend, even hitting new highs several times


Market Update | April 25, 2022
After moving sideways and essentially directionless over the prior three weeks, the U.S. stock market took a tumble on Friday. Losing 981 points, or 2.8%, the


Market Update | April 11, 2022
Interest rates continue to steadily advance. The benchmark 10-year U.S. Treasury yield was at 2.75% this morning. Pushing interest rates higher are concerns that rising inflation