Major Types of Investment Vehicles Presented by Marc Aarons I know that investing can feel overwhelming. After all, each type of investment vehicle offers a unique balance of risk, reward, and flexibility, and each investor requires a different mix of each type. With that said, one of the best ways to feel empowered in your […]

Financial Market Update – Week of 05/12 Presented by Marc Aarons Last week brought trade framework progress between the U.S. and the U.K. and a Federal Reserve that seemed a bit uncertain during its policy meeting. Read on for a bite-sized summary of what you should know. Weekly Stock Index Performance For the week ending […]

GDP Shrinks in 1st Quarter – What Americans Should Know Presented by Marc Aarons You may have seen that the U.S. economy contracted at an annualized rate of 0.3% in the first quarter of 2025. Given that this is the first decline in nearly three years, I wanted to offer some helpful context and an overview of […]

Financial Market Update – Week of 04/28/2025 Presented By Marc Aarons   Last week brought strength in technology stocks via earnings and some tariff rhetoric relaxation, making it an opportune time to share an overview of what happened and what’s ahead. Read on for a bite-sized summary of what you should know. Weekly Stock Index […]

Financial Market Update – Week of 4/21/2025 Presented by Marc Aarons Hope you are doing well. Last week brought more tariff and interest rate developments, along with strong retail sales numbers. Read on for a bite-sized overview of what you should know. Weekly Stock Index Performance Major U.S. stock indexes traded modestly lower last week […]

Financial Market Update – Week of 04/14/2025 By Marc Aarons Hope you are doing well. Last week brought volatile major U.S. stock indexes finishing higher for the week and some further improvement in consumer inflation, making this a good time to offer an overview of key developments. Read on for a bite-sized summary of what […]

Finacial Market Update – Week of 04/07/2025 by Marc Aarons Weekly Stock Index Performance   Tariffs and retaliatory tariffs sent major U.S. stock indexes reeling last week. For the week ending 04/04/25: The S&P 500 declined by 9.08%. The Nasdaq 100 traded lower by 9.77%. The Dow Jones Industrial Average shed 7.86%. Heightened Tariffs & Stocks More imposed and […]

March 2025 Financial Market Update Presented by Marc Aarons Hope you are doing well. Last month brought some warm inflation readings and continuing tariff talks, which contributed to potential economic uncertainty. That makes the start of the new month a good time to share an overview of what happened and what’s ahead. Read on for […]

Financial Market Update – Week of 03/24 Presented by Marc Aarons   Hope you are doing well. Last week brought a much-anticipated Federal Reserve (Fed) meeting and monthly retail sales data, meaning there is a lot to discuss as we head into a new week. Read on for a bite-sized summary of what you should […]

Financial Market Update – Week of 3/17/2025 Presented by Marc Aarons Last week brought heavy news flow out of Washington (shutdown averted!), while monthly inflation data showed some cooling. Amid all of the headlines, now is a good time to share an overview of what happened and what’s ahead. Read on for a bite-sized summary […]