NEWS & INSIGHTS

Understand modern portfolio theory and behavioral theory, and how to understand your own investing style better.

Markets pull back as trade tensions, supply constraints, and a government shutdown test investor sentiment.

The Week In Perspective combines market activity, financial events, commentary and analysis for individual investors—Check-in weekly for the most current happenings.

The Week In Perspective combines market activity, financial events, commentary and analysis for individual investors..

A retrospective analysis of global stock market performance during the second quarter of 2025.

The One Big Beautiful Bill is now law—bringing a wave of changes with important planning implications. We’re here to help you navigate what parts of the bill could affect you the most.

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

Learn about key investment principles that will help you navigate the unpredictability of the financial markets.

Warren Buffett, the legendary investor known as the "Oracle of Omaha," has announced he will retire as CEO of Berkshire Hathaway at the end of the year. After six decades at the helm, Buffett leaves behind not only a towering investment legacy but also a wealth of timeless financial wisdom. His ability to distill complex market principles into simple, actionable insights has made him a guiding voice for investors around the globe. As the investment world marks the end of an era, now is a fitting time to revisit some of Buffett’s most enduring quotes—and the powerful lessons they offer.

A retrospective analysis of global stock market performance during the first quarter of 2025.