Read more of our thoughts in our Flash Market Update from April 30, 2025.
Investment News
Flash Investment Update
Flash Investment Update U.S. Stock Volatility Continues, but Diversified Bonds Hold Up and International Shines By Laura Kuntz, CPA/PFS, MBT, Chief Investment...
Flash Investment Update
Many of us are tuned into the recent volatility in the stock market. Read more of our thoughts here from April 14, 2025.
The Value of Comprehensive Financial and Investment Advice
At Laurel Wealth Planning, we are honored to help our clients navigate their financial journeys, helping their money work as effectively as possible to...
Why Passive Index Investing Isn’t Always Passive
Index funds are promoted as low-cost passive investments matched to a market index, but are they really passive without hidden expenses? Read our thoughts!
Flash Investment Update
By Laura Kuntz, CPA/PFS, MBT Chief Investment Officer and Sr. Wealth Manager Just yesterday, a big financial event occurred. The Federal Reserve Board...
Market update: 2024 starting strong and continuing to improve
The financial markets have been volatile, but signs of a rally are strong. Learn what we believe is driving this improvement and what we’re anticipating for the rest of 2024 in our latest market update.
2024 market outlook: Expect activity in sectors that lagged in 2023
We believe that the next 2-3 months may bring positive results, with a possible rotation away from the overbought “Magnificent Seven” to sectors that lagged in 2023.
4 strategies for planning your capital gains
Learn what capital gains are, how they affect taxes, and what you can do to mitigate your tax burden.
Investment categories struggle in Q3 despite generally positive 2023
During the last three months, many investment categories have struggled. In common categories, only money markets and commodities posted positive returns. Several factors played into this result.
AI is among drivers of narrow stock rally
The recent stock market rally has been almost entirely driven by 10 companies, mainly in areas of artificial intelligence/technology, travel, and home construction.
Investing in renewable energy as a long-term strategy
Once viewed as a niche topic for a “green” portfolio, investing in renewable energy has very much gone mainstream.
Bond and stock markets begin looking up
After a bear market last year, 2023 is looking up. See year-to-date results for some investment indices below. If you are a client, you can check your real...
Our outlook is relatively optimistic after a year of change
2022 was a year of change and joy for me personally, and also a year of changes in investing.
Portfolio updates we anticipate in the near future
We are monitoring foreign bonds and international stocks as potential next investment moves.