Recently, a seismic shift has occurred in the stock market. Once overshadowed by their larger counterparts, small-cap stocks have dramatically outperformed the market. This unexpected turn of events has caught many investors off guard. It's a stark reminder that market trends can change rapidly, and that chasing performance and only investing in the hot trends can have detrimental effects on your portfolio.... Read More
The housing market remains a puzzle in 2024. While headlines focus on rising interest rates and a potential cooling-off period, there's a hidden force impacting the market: millions of homeowners are locked into incredibly low mortgage rates from the pre-2023 era. This creates a unique situation where many people hesitate to sell, impacting buyers and sellers.... Read More
The past year has witnessed a spectacular rise in the stock prices of certain companies. Indianapolis-based pharmaceutical giant Eli Lilly (LLY) and microchip producer Nvidia (NVDA) have captured significant investor attention, boasting impressive gains of nearly 150% and 250%, respectively, over the past twelve months alone.... Read More
Offered by most brokerage institutions, money market funds are comprised of many ultra-short-term (30-40 days), low-risk investments that various government agencies or corporations typically issue. They offer several positive attributes, including quick access to your money, making them ideal for everyday expenses or emergency funds. You can easily withdraw these funds without penalty, unlike other investments. ... Read More
Despite turbulence, the S&P 500 Index is on track to post a healthy double-digit return in 2023. While this is generally considered a success, looking under the hood reveals that most of the S&P 500's return has been concentrated in just a few of the largest stocks. ... Read More
Eli Lilly and Co. is one of the largest pharmaceutical companies in the world and is headquartered in Indianapolis. Many Hoosiers, especially those employed by the pharmaceutical giant, which often distributes stock grants as compensation, have been fortunate enough to accumulate sizeable stock positions. ... Read More
Structured notes are an increasingly popular investment vehicle that can expose investors to different asset classes with unique and customizable risk and return profiles. But how are structured notes formed, and what role can they play in your portfolio?... Read More
Last weekend, the FDIC put the failing Silicon Valley Bank (and, lesser known, Signature Bank) into receivership. This marked the largest commercial bank failure since the 2008 Great Recession and the second-largest bank failure in U.S. history.... Read More
In late December of 2022, Congress passed, and President Biden signed the $1.7 trillion omnibus spending bill. One part of the bill is the SECURE 2.0 Act, which expands on the original SECURE Act of 2019 by enhancing many features related to investors. ... Read More
Inflation is measured by the cost of a basket of goods and services over time. You may be surprised to learn that while prices are increasing at the fastest pace since the 1980s, the US dollar has simultaneously been increasing in value and is the strongest that it has been since 2002. ... Read More
