Written by: Trek Investment Committee Annual Gains Among Muted Volatility1 Despite elevated policy and geopolitical uncertainty late in the year, U.S. equity markets finished 2025 with double-digit gains across major indexes.…
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November brings a natural pause in the year. The days are quieter, the holiday season is approaching, and the new year is close enough to begin picturing what life might look…
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International Fraud Awareness Week takes place the week of November 10th, making it the perfect time for families and household decision makers to pause and assess how protected their finances, identities,…
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Written by: Trek Investment Committee Markets usually slow in the third quarter, but this year was different. Stocks kept rising through July, August, and September, with the Dow finishing the quarter…
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Financial Planning Young InvestorsTeaching Your Teen Money Skills: Lessons from How Gen Z Is Rewriting the Rules
Why Teen Money Habits Matter More Than Ever Your teenager’s first paycheck is a milestone to celebrate. However, as exciting as it is to earn money for the first time, it’s…
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Written by: Trek Investment Committee Equity Market Performance in Q2 2025 Despite a rocky start to the quarter, U.S. stocks staged a powerful rebound in Q2 2025. The S&P 500…
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When you’re running a business and raising a family, the idea of work life balance can feel like a moving target. You care deeply about your work, and you care just…
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Retirement should be your time to finally enjoy the freedom you’ve worked so hard for. But getting there and thriving once you arrive requires avoiding some surprising missteps. Here are eight…
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Written by: Trek Investment Committee As we close the books on the first quarter of 2025, investors have faced a complex landscape shaped by shifting economic signals, evolving Fed policy expectations,…
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In today’s dynamic economic landscape, achieving financial wellness requires a proactive approach to personal finance management. Recent studies reveal that over half of Americans feel “financially frozen,” overwhelmed by financial decisions…