Market Update – April 2026
Markets dropped in March as rising concerns about the ongoing hostilities in the Middle East weighed on investors. Rising energy prices and interest rates during the month challenged bond returns, and both domestic and foreign stocks ended the quarter in the red.
Budgeting Strategies for Families
Managing a household budget can feel like a juggling act. Between mortgage payments, groceries, school activities, and saving for the future, it’s easy to feel like there’s never quite enough to go around. The good news? You don’t need to be a financial expert to build a budget that actually works. In this article we provide 6 strategies to get your family on track.
Market Update – March 2026
February was a challenging month for stocks, as concerns surrounding the disruptive nature of AI and shifting geopolitical risks weighed on investor sentiment. Domestic equities ended the month in the red; however, bonds and foreign stocks fared better.
Market Update – February 2026
Markets rallied to start the year, with international stocks outperforming U.S. companies. Rising long-term interest rates weighed on bond returns; however, investment-grade and high-yield bonds were still able to post modest gains for the month. Read more in this month’s Market Update.
A Practical Practical Perspective on Life Insurance
Life insurance is often one of the most misunderstood pieces of a financial plan. In reality, life insurance planning can play a very specific and practical role in your financial strategy when used correctly. Get a practical perspective from Nelson Murphy Advisor, Mike Murphy.
Market Update – January 2026
January Market Update January 13, 2026Presented by Tony Daniel, CFP®, CPFA In a holiday-shortened trading week, the lackluster performance of U.S. equities was the theme. All major indices declined, with the Nasdaq, down 1.5 percent, being the worst performing. Growth-oriented stocks came under pressure, as investors once again rotated into more economically sensitive stocks like energy. Treasuries […]
Market Update – December 2025
November was a mixed month for markets, as concerns about AI caused an early month sell-off. Solid fundamentals and growing expectations for an interest rate cut in December helped support markets later in the month and led to a Thanksgiving week rally that offset some of the earlier losses.
Market Update – November 2025
Markets continued their rally in October, driven by improving fundamentals and supportive monetary policy. Looking forward, risks remain but economic growth and market appreciation remain the most likely path.
Quarterly Market Update – Q3 2025
Markets continued their upward climb in September, with U.S. stocks reaching new record highs despite the month’s historically weak reputation. Falling interest rates and stronger-than-expected earnings helped fuel the rally, while economic data showed steady growth. Although some risks remain, the overall tone was optimistic heading into the final quarter of the year.
Market Update – September 2025
August was another strong month for markets, with major U.S. stock indices reaching new highs despite some early volatility. While economic data showed some signs of slowing—particularly in the labor market—overall market fundamentals remained supportive as summer comes to a close.