Our Insights

Supercharge Your Finances: Episode 1 - Roth IRA Conversations with Carolanne Chavanne, CFP®

On Friday, a sharp sell-off sent major stock market indices into negative territory for the week, capping a volatile close to April.

Stocks posted losses in a holiday-shortened trading week as the first-quarter earnings season kicked off and investors digested new inflation data.

When the Rolling Stones sang, "You can't always get what you want, but if you try sometimes, well, you just might find, you get what you need," they described our personal search for acquiring more. With those lyrics in mind, let's dedicate this edition of the Prosperity Wealth Planning newsletter to Spending and some of the issues that can affect our unique buying habits.

Greater clarity on monetary policy and improved investor sentiment on the economic outlook propelled stocks in March to their first monthly gain of the year.

Stock prices fell last week in response to the Fed’s plan to combat inflation, which staked out a more aggressive stance than investors had anticipated.

Stock prices bounced around following strong gains in two previous weeks as money managers appeared to reposition their portfolios ahead of the first-quarter close.

Shopping online is convenient and easy—and it can save you money. Get ready to save with the top 4 apps that can help you get a better deal.

Professional sports teams may not be the first investment that comes to mind, but they're an investment that mega investors are willing to bet on. Read on to learn about the most valuable teams in Major League Baseball.

With Financial Literacy Month upon us, it's time to review some basic financial concepts. Here are some tips to help you become more financially confident.

With growing confidence in the economy’s resilience, stocks posted another week of solid gains.

After surrendering gains on Monday, stocks surged higher for four consecutive days. The rally was propelled by strong economic data.

If you’ve accidentally deleted or misplaced a financial document, then you already understand the importance of backing up crucial files.

Have you ever wondered how to apply March Madness to your financial well-being? There may be parallels between your bracket selection and investing.

Intensifying hostilities in Ukraine continued to unsettle markets, as investors grappled with the war’s impact on the global economies.

War in Ukraine weighed on stocks as investors assessed the economic impact of continued hostilities, expanding economic sanctions, and potentially higher inflation due to rising oil prices and new stresses on the global supply chain.