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Insights & Ideas

Keeping you at the forefront of modern investing
The newly enacted tariffs on steel and aluminum have raised broader questions about the economic impacts of restrictions on trade. Should investors be concerned?
Goldilocks reappeared last week with an extremely strong jobs report that gave stocks another reason to cheer the ninth birthday of the bull market.
The IRS says you can use IRA money penalty-free for a first home purchase. But that doesn't mean it's a good idea.
Rebalancing your portfolio can be an efficient way to generate distributions in retirement. Here’s how to do it.
If you're interested in tax-free municipal bonds, you might want to keep an eye out for these seven tax traps.
The desire to get your money’s worth can lead you in some potentially harmful directions.
Kathy Jones breaks down yield curves, including normal vs. inverted, and why they’re relevant today.
Over the next decade, market returns are expected to fall short of historical averages, while global stocks are forecast to outperform U.S. stocks.
Financial independence is a great equality booster. Take steps now to take charge of your finances—and your life.

Global stocks gave up roughly half of their recovery from the February correction last week as President Trump previewed his plan to impose a 25% tariff on steel imports and 10% on aluminum.

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