Blog and Resources
Financial news you don't want to miss.
Market Brief: SpaceX IPO
June 10, 2026SpaceX is poised to become one of the most anticipated and closely watched IPOs in market history, driven by its leaders...
Geopolitics and the U.S. Financial Markets
February 03, 2026International conflicts and other global events dominated the news in early 2026, most notably the U.S. action in Venezu...
U.S. Economy 2025: Recovery or Risk Ahead?
October 07, 2025In this video, Laurance Kersh, CFP®, breaks down the state of the U.S. economy in late 2025. From GDP growth and labor t...
Tariffs & the U.S. Economy: Protection or Pitfall?
March 19, 2025Recently, one question has been coming up again and again from clients: What happens to the U.S. economy when tariffs ar...
3/14/25 Market Brief: Trump's Tariff Policies
March 14, 2025If you’ve been following the news, you’re likely aware of the ongoing tariff discussions in Washington, D.C. and their i...
Infographic: 2024’s Top-Performing S&P 500 Sectors
February 25, 2025In 2024, nearly every S&P 500 sector delivered gains, fueled by strong AI-driven momentum and a resilient U.S. econo...
Bitcoin: Currency or Collectible?
January 23, 2025Bitcoin has captivated investors, technologists, and dreamers since its creation. As a decentralized digital asset, it p...
Post-Election Market Brief 11/12/24
November 12, 2024In this post-election market brief, we explore potential economic impacts leading up to the inauguration and beyond. And...
The Perception of October Market Volatility
October 23, 2024In this video, Laurance Kersh, CFP® discusses the perception of market volatility in October. This month, often labeled ...
Navigating Markets in a Presidential Year
August 08, 2024In this video, Laurance Kersh, CFP®, explores the fascinating relationship between presidential elections and the stock ...