Reading Time: 2 minutes In 2018, around one in every five new home purchasers got at least part of their down payment from a relative—and of the parents who have contributed to this down payment assistance, the average gift is $39,000. With the housing market reaching...
Reading Time: 3 minutes Retirement is often viewed as the golden years of life when one can finally kick back, relax, and enjoy the fruits of their labor. However, the reality is that many people struggle to make ends meet during their retirement years. Financial...
Reading Time: 4 minutes Monthly Market Summary The S&P 500 Index returned +6.3% in January, underperforming the Russell 2000 Index’s +9.8% return. 2022’s underperforming sectors were the top performers in January, while defensive sectors posted negative returns....
Reading Time: 7 minutes Recapping A Challenging 2022 Markets faced several challenges in 2022, including high inflation, historic central bank policy, the war in Ukraine, and Covid lockdowns in China. Inflation was a significant factor in the markets throughout the...
Reading Time: 2 minutes Monthly Market Summary The S&P 500 Index returned +5.6% during November, outperforming the Russell 2000 Index’s +2.2% return. Cyclical sectors outperformed during November, with Materials (+11.7%) and Industrials (+7.8%) as the top two...
Reading Time: 5 minutes Introduction Market volatility is inherent to all asset values in financial markets and measures the price fluctuations of an asset or portfolio. Common causes of market volatility may include cyclicality, market speculation, and unexpected...
