If you only listened to investors last week, you would think stocks were nowhere near record territory. Bears outnumbered bulls again in a widely followed investor poll, retail investors have been heading for the exits, and July’s retail sales report renewed concerns that the American consu …
The One Big Beautiful Bill Act, signed on July 4th, 2025, brings some sweeping changes to the U.S. tax code. There are updates that can shape financial planning strategies for years to come. Here are a few of the main highlights that advisors and tax filers should know: Permanent lower tax …
Stocks gained again last week, as the S&P 500 hit more new highs, while the Dow is a chip shot from its first high this year, and small caps soared on hopes over rate cuts. As we’ve noted the past few weeks, August and September historically can be troublesome months and though new high …
In the latest Take 5, with hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, we break down the latest CPI and PPI reports, the ways tariffs are passed on to consumers, and their potential impact on Federal Reserve rate decisions. They also touch on …
Stocks Power Back but We May See More Volatility The S&P 500 missed hitting a new high by 0.01% on Friday, as stocks on the surface had a big week. Yet, peeling back the onion showed much of the gains came from large cap tech (Apple for instance gained more than 12% on the week), …
Ryan is on location at Hard Eight BBQ in Stephenville, Texas and even after a big meal, the insights keep coming. In this episode, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist,break down what the recent jobs numbers and economic data are really telli …
In many cases, our parents, grandparents, and great grandparents started collecting their Social Security benefits as late in life as possible. Their generations believed it was a great way to maximize their benefits. As younger generations, we have spent our entire lives listening to their …
