February 17, 2026 Weekly Market Insights

The Standard & Poor’s 500 Index fell 1.39 percent, while the Nasdaq Composite Index declined 2.10 percent. The Dow Jones Industrial Average slid 1.23 percent. The MSCI EAFE Index, which tracks developed overseas stock markets, rose 1.92 percent.1,2 AI Disruption...

Don’t Be Your Own Worst Enemy

One of the most well-known investors of the 20th Century, Benjamin Graham, said that “the investor’s chief problem—and even his worst enemy—is likely to be himself.” What Graham understood—and modern research is catching up to—is the idea that we all...

Retirement Plan Choices for Small Businesses

As a small-business owner, figuring out retirement choices can be a little intimidating. How do you pick the most appropriate retirement plan for your business as well as your employees? There are a number of choices when creating retirement plan strategies for you...

February 2, 2026 Weekly Market Insights

Stocks were mixed last week as investors navigated Q4 corporate results, a widely expected Fed decision, and a handful of economic reports. The Standard & Poor’s 500 Index rose 0.34 percent, while the Nasdaq Composite Index edged down 0.17 percent. The Dow Jones...

Counteracting Capital Gains with Tax-Loss Harvesting

Tax-loss harvesting means taking capital losses (selling securities for less than what you initially paid for them) to offset any capital gains you may have. While this doesn’t get rid of your losses, it can help you manage your tax liability. Keep in mind that...