Financial markets staged a rapid recovery from the tariff-led market correction in April. The S&P 500 low for the year occurred on April 8th when the index closed at 4,983, down 19% from its all-time high in early February. From that low to the end of the second quarter, the S&P staged a quick recovery, rising nearly 25%, on the heels of tariff delays and constructive economic reports.
We’ve curated a list of our favorite books for the 2025 season, perfect for reading on the beach, the porch, or anywhere the season takes you. We hope you discover something special—for yourself or as a thoughtful gift for a fellow book lover.
You may be considering downsizing your home for a variety of reasons. Maybe you're now an "empty nester" and the space feels too large. Perhaps a significant portion of your equity is tied up in your home, and you'd like to access it to support your retirement lifestyle.
With so many credit cards out there, finding the right one can feel overwhelming. The best card for you depends on your lifestyle, spending habits, and credit profile. There’s no one-size-fits-all solution — but some cards will fit your needs better than others.
With a new year comes a new format for our quarterly market discussions. We value your time and want to make the market information we present more concise and easier to read. To that end, we are doing away with the multi-page version of two reports (last year’s review and this year’s outlook). We’re combining those pieces and making them easier to follow with more bullet points summaries and illustrative graphics. We hope you enjoy the format.
In October 2024, we hosted The G2 Webinar: Financial Building Blocks for Young Professionals. The event was very well attended and sparked some great questions from our audience. We recognize, however, that some of our valued clients and their adult children were unable to attend. We have summarized some key takeaways and actionable tips discussed during the webinar.
2025 Important Numbers
The winter holidays are right around the corner and we are excited to share our highly anticipated Holiday Gift List for 2024.
Choosing when to claim Social Security benefits is one of the most important financial decisions you’ll make in retirement. The timing of your claim can significantly impact your overall benefits, potentially affecting your long-term financial security.
U.S. equities had a strong third quarter across large, mid, and small-cap equities despite several stretches of market volatility along the way. Domestic large cap equities, as measured by the S&P 500, continued their movement upward as year-to-date gains ended the quarter up 22.1% for the year.
The allure of living abroad can promise a better climate, a lower cost of living, and a higher quality of life if you find the right country to move to in your golden years. A retirement visa is one document that can help you turn that retirement goal into a reality.
Equities got off to a rocky start in April with a small pullback of about 5.5% in the S&P 500. However, sentiment quicky changed in May and June as a continuation of solid economic data combined with tamer inflation gave a boost to stocks and propelled the S&P to new all-time highs the last two months. For the quarter, the S&P 500 total return rose 4.3%, after a stunning 10.6% rise in the first quarter.
In today's digital age, where convenience and connectivity define our everyday interactions, safeguarding your personal information and financial assets against cyber threats is more critical than ever. With the growing sophistication of cyber-attacks from hackers all over the world, we wanted to share some tips ...