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Economic Insights


Dow 50,000: What Record Highs Really Mean for Long-Term Investors
The Dow crossing 50,000 is a historic milestone — but record highs often feel uncomfortable for investors. Here’s what Dow 50,000 really means for long-term planning and how to think about investing when markets feel “high.”

Jeff Schlotterbeck, CFP®


January Market Update: A Strong Start and What It May Signal for 2026
January delivered a constructive start for markets in 2026, with gains across most asset classes and a notable shift in leadership toward smaller companies and global equities. This update reviews January performance and what early trends may signal for the year ahead.

Jeff Schlotterbeck, CFP®


2025 Market Review and What It May Mean for Investors in 2026
A review of 2025 market performance and key lessons investors can carry into 2026.

Jeff Schlotterbeck, CFP®


Federal Reserve Rate Cut: What It Means for Your Money
The Federal Reserve just cut interest rates for the first time this year—a small move with big implications. From mortgages and credit cards to investments and retirement planning, even a quarter-point shift can ripple through your financial life. Here’s what the Fed’s decision means for you and why staying proactive with your plan matters.

Jeff Schlotterbeck, CFP®


Why the Stock Market Is Rising Even as the U.S. Economy Slows
The U.S. economy is slowing — but the stock market keeps climbing. Discover why lower interest rate expectations, tech giants’ earnings, and investor sentiment are driving gains despite weak economic data.

Jeff Schlotterbeck, CFP®


Tariffs and the Stock Market: Trade Shifts and a Surprising August Rally
A recent shift in U.S. trade policy introduced new tariffs—but markets reacted with surprising optimism. Here's why the news is “less bad” than expected and what it means for your investments.

Jeff Schlotterbeck, CFP®
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