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Financial Wisdom Newsletter

Read our quarterly newsletter for the latest on the market as well as everyday tips on investing and saving for retirement to make smarter financial decisions. 

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Stocks’ Best Start to the Year Since 2019

Listen to a quick, 3-minute summary featuring the market and economic news over the past quarter. Highlights include: The S&P 500 Index rose 10.5%, had its best start to the year since 2019, and experienced 22 all-time closing highs in the first quarter of 2024. Ten of the S&P 500’s 11 sectors rose in the…

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When More is More: A Case for Diversification

In 2022, nearly 60% of U.S. households owned stocks, which is the highest rate recorded.1 This interest in the stock market is a positive trend as investors may be recognizing that stocks have historically outperformed other asset classes, albeit with periods of volatility along the way. However, there can be a vast difference in investing…

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Best 2-Month Start to the Year Since 2019

Listen to a quick, 3-minute summary featuring the market and economic news for the month of February. Katharine E.W. Dudley, AIF®

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