U.S. equities rose this week, with the S&P 500 and Nasdaq posting their second-best weeks of the year. Both indices recorded their second weekly gain in the past three weeks following the significant early April selloff. For the week ending, April 25, 2025
U.S. equities experienced a downturn last week, reversing the sharp gains from the previous week. Both the S&P 500 and Nasdaq indices have now fallen for the third time in the last four weeks. Treasuries strengthened, leading to a steepening of the yield curve. For the week ending, April 18:
A Living Trust Primer A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives. What is a Living Trust? A living trust is created while you are alive and funded with...
Weekly Market Commentary April 14th, 2025 Week in Review… Market indexes continued to experience significant volatility as investors adjusted their future expectations in response to increasing global trade tensions. The S&P 500 rose by 5.70% The Dow Jones...
Building Your Legacy Carve your name on hearts, not tombstones. A legacy is etched into the minds of others and the stories they share about you.Shannon L. Alder The desire to leave a legacy may be the height of altruism for it is a gift to the future, the benefit of...
