Insights

Most families are missing at least one critical financial document, and they don’t realize it until it’s too late. The good news? A little planning today can save your loved ones from unnecessary stress, confusion, and costly mistakes in the future.

Markets wrapped up May on a strong note, extending the rally that began after the March sell-off. While ongoing geopolitical risks continue to exist, hopes for a negotiated end to the Middle East conflict and strong corporate earnings buoyed investor sentiment.

Wondering what questions you should ask your financial planner? Learn the top 3 questions to ask during financial planning meetings, why quarterly reviews matter, and how ongoing conversations can help keep your financial goals on track through every stage of life.

Markets rallied notably in April, largely offsetting the declines they experienced in March. Solid fundamentals and improving investor sentiment helped drive an impressive rebound for markets during the month despite continued geopolitical risks.

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.

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.

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.

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.

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.

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