Financial Library

How a rising interest rate might impact U.S. stocks and various asset class returns.

How the National Bureau of Economic Research (NBER) defines a Recessions and taking a look at Recessions from the past.

What's performance like outside of the United States?

Take a look at some Dividend information from the last 50 years.

What can Alternative Investments do for your portfolio?

There are many factors that impact stock market returns, but one common concern of investors is how the stock market will be impacted by a change in America's President.

Volatility is not a recent phenomenon. Each year, there is the potential for the market to experience a significant correction, which for the S&P 500 has averaged approximately 14% since 1980.

How have Fixed Income investments performed over the last few years?

How have Equities performed over the last few years?

From the start of 1980, the purchasing power of a dollar fell more than 70% by the end of 2021.

Wars and conflict have been a constant throughout history, however recent events might cause us to look at how the stock market has performed during past times of war.

A well-diversified portfolio is designed to help you achieve your long-term goals, but it doesn't always feel good.

Midterm years tend to see moderate to large pullbacks in the stock market, but returns a year later have historically been significant.

Jacob Gold, Michael Cochell and special guest Gene Goldman will examine some of the important financial factors at play, including economic developments, political elections, world events, and other market influences.

If your clients are confused about how auto insurance works, this article helps explain the ins and outs while keeping them safe and insured.

Is it time to update your health insurance coverage? Starting November 1, you'll have a limited window to do so. Here's what to consider about changing your coverage.

The IRS has released record high contribution increase for 2023. This article details the changes.

Gene Goldman, CFA and Professor Jacob Gold, CFP discuss economic themes for 2022.