Taxes: The Hidden Drag on Investment Returns Taxes are one of the biggest—and often most overlooked—costs in investing. In fact, they can have a greater impact on long-term returns than inflation, transaction costs, or management fees. Recent studies show that taxes can reduce investment re …
What a first half it was, as the S&P 500 was down close to 20% at the April lows and incredibly have come back to new highs already, one of the fastest recoveries ever.
In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the unexpected strength in stocks during May and June, why the economy has outperformed expectations, and what could keep momentum going in the second half of the year. From …
Employee Spotlight In his reflective piece, “Faith, Finance, and the Journey: 10 Takeaways from 10 Years,” Bowen Thigpen, CFP® and Wealth Advisor at The Thigpen Group, shares insights gleaned from a decade in the financial services industry. He intertwines personal faith with pr …
New Highs Are Here What a wild ride 2025 has been and it is only halfway over! After being down nearly 20% at the lows in April, stocks have staged one of the largest reversals ever and on Friday moved back to new highs.
In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the remarkable turnaround in markets over the past 10 weeks, with the S&P 500 nearly reaching an all-time high despite previous worries around inflation, tariffs, and geo …
The transition from employment to retirement can be complex. For decades, employees and business owners received either a regular paycheck or earnings from self-employment. Suddenly, that will slow or stop. Not only will cash inflow stop, but you will also be taking money out of all these a …
