Wealth Services
Weekly Market Update
Stocks posted solid gains last week, buoyed by robust economic data and constructive comments from Fed officials.
August 19, 2024
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Six Types of Insurance Your College Student May Need
Ensure your college student is protected with the right insurance coverage. Explore six types of insurance to consider, from health and car insurance to identity theft protection, as your teen heads off to college.
August 16, 2024
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Understanding the Bond Market: The Crucial Link Between Bonds and Interest Rates
Explore the key relationship between bond prices and interest rates, and learn how recent Federal Reserve actions have impacted the bond market. Understanding this connection is crucial for informed investment decisions.
August 15, 2024
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Weekly Market Update
Stocks ended last week with modest losses, masking a volatile five-day trading period that saw investors embrace recession concerns and then dismiss the slow-down talk as speculation as the week progressed.
August 12, 2024
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Monthly Market and Economic Update - July 2024
Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.
August 7, 2024
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What Can You Buy With 529 Distributions?
Discover how to maximize your 529 plan distributions for a wide range of educational expenses, from K-12 tuition to college costs, vocational training, and even technology essentials. Learn which expenses qualify and how to make the most of your savings without facing unexpected taxes.
August 5, 2024
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Weekly Market Update
Stocks fell broadly last week as investors looked past upbeat Fed comments and focused on disappointing corporate reports and weaker-than-expected economic data.
August 5, 2024
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Weekly Market Update
Stocks had a mixed, see-saw week as disappointing corporate reports unsettled investors who appeared to rotate away from some leading groups in favor of other names.
July 29, 2024
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Weekly Market Update
Stocks were under pressure last week as investors appeared to rotate out of mega-cap tech stocks and into areas that may benefit from lower interest rates.
July 22, 2024
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