Blog

Recent Blog Posts

Considering a Safe Harbor 401(k) Design for Next Plan Year: What to Weigh Now

September 21, 2026

Benefits season is a useful planning window for looking beyond enrollment materials and toward the operating choices that shape next year’s 401(k) plan.

Tech leads a relief rally as yields slip and oil eases after the Fed’s hike

Personal Investor

September 17, 2026

Stocks snapped back from Wednesday’s selloff, with the Nasdaq out front and the S&P 500 logging its best day in weeks as long‑term Treasury yields backed off 5% and crude cooled.

Stocks reverse into the close after Fed hike; oil cools, yields hover near 5%

Personal Investor

September 16, 2026

An early, tentative bounce gave way to a late-day fade after the Fed delivered a widely expected quarter-point hike and signaled it’s not done yet.

Stocks slip as oil surges and the 10-year pops above 5% with the Fed up next

Personal Investor

September 15, 2026

U.S. equities fell into the close as a fresh jump in crude and a brief push above 5% on the 10‑year Treasury tightened financial conditions on the eve of the Fed decision.

Oil shock and 5% yields jar stocks as AI trade splits; energy steadies the tape

Personal Investor

September 14, 2026

U.S. equities slipped into the close after 10‑year Treasury yields briefly tagged 5% and crude spiked above $100 before easing, a one‑two that pressured growth shares while leaving energy comparatively resilient.

Stocks rebound as CPI lands in line; long-end yields hover near 5% while oil cools

Personal Investor

September 11, 2026

After four down sessions, U.S. equities firmed into the close as August CPI matched expectations, easing the week’s rate jitters sparked by hotter PPI and a spike in crude.

AI-fueled rally lifts the Nasdaq to a record as oil and yields retreat

Recent Blog Posts

Considering a Safe Harbor 401(k) Design for Next Plan Year: What to Weigh Now

Tech leads a relief rally as yields slip and oil eases after the Fed’s hike

Stocks reverse into the close after Fed hike; oil cools, yields hover near 5%

Stocks slip as oil surges and the 10-year pops above 5% with the Fed up next

Oil shock and 5% yields jar stocks as AI trade splits; energy steadies the tape

Stocks rebound as CPI lands in line; long-end yields hover near 5% while oil cools

Let's talk about your future.