Recent Blog Posts

Oil, Rates, and Fed Uncertainty Pull Stocks Off Highs

US stocks faded into the close after an early rally, as renewed concern over stalled US-Iran diplomacy pushed oil sharply higher and revived worries about inflation, consumer pressure, and tighter financial conditions.

Using HSAs to Prepare for Health Costs in Retirement

Treating your Health Savings Account like a long-term investment vehicle is one of the most underutilized yet powerful strategies to manage rising health costs in retirement.

Oil Surge Breaks the Risk Rally

Markets lost some momentum Monday as a fresh escalation in US-Iran tensions pushed oil sharply higher and pulled equities modestly off record levels.

Where HSAs Fit Alongside 401(k)s in a Savings Priority List.

Most people don’t need to choose between an HSA and a 401(k). The real question is which account to fund first, depending on your workplace benefits, taxes, cash flow, and expected health care costs.

Risk Rally Builds as Hormuz Reopens and Oil Breaks Lower

Markets extended April’s surge as easing Middle East supply fears reinforced an already strong risk-on backdrop driven by AI enthusiasm, resilient earnings, and expectations for additional Fed easing later this year. 

Records Hold as Markets Look Through Middle East Risk

US equities eked out fresh records as investors looked past another wave of Middle East headlines and leaned into the view that the conflict may stay contained enough to avoid a deeper hit to growth, earnings, and energy flows.

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