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Successful Long-term investing requires more than simply putting away money and forgetting about it. You need a solid strategy to overcome inflation, market ups and downs, and life’s uncertainties. ...
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So, you want to invest for the long haul and set yourself up for success decades later? Smart thinking. With advancements in healthcare allowing people to live longer, planning for a lengthy lifespan is critical.
With the right principles guiding your investment management, you can build wealth over time and achieve financial security. In this article, we explore key principles for successful long-term investing so you can craft an investment ...
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Weekly Market Update – 9.22.2025
The stock market continued its impressive performance last week, with the S&P 500 gaining 1.22%. Stock gains were fueled by the Federal Reserve’s decision to cut interest rates for the first time this year, bringing the range to 4.00%-4.25%. The majority of the FOMC participants forecasted further reducing the Fed Funds rate by 0.50% in 2025.
While lower rates are good for some borrowers and investors, they also reduce short-term savings rates, so it is best to stay apprised …
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Weekly Market Update – 9.15.2025
Unify Financial Advisors Weekly Market Update
Wall Street experienced positive momentum, driven by expectations of a Federal Reserve interest rate cut. The S&P 500 gained 1.59% for the week, closing at 6,584.29, and the tech-heavy NASDAQ reached a record high. The 10-year treasury yield declined to 4.06%, driving 30-year mortgage rates lower.
Key economic reports included an increase of 0.4% in August for the Consumer Price Index (CPI) and a slight decline of 0.1% in …
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Weekly Market Update – 9.8.2025
Unify Financial Advisors Weekly Market Update
Last week, the stock market experienced notable swings influenced by economic data, particularly signs of a cooling labor market that raised expectations of a potential interest rate cut by the Federal Reserve. The S&P 500 gained 0.33% for the week and closed at 6,481.50, just shy of Thursday’s record close. Big tech shares played a significant role in driving market performance. Additionally, the 10-year Treasury yield …
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Weekly Market Update – 9.1.2025
Unify Financial Advisors Weekly Market Update
The S&P 500 declined by 0.10% last week, snapping its streak of record highs as technology weakness weighed on the market. Treasury yields fell as investors sought safety.
Housing indicators were mixed. New single-family home sales fell 0.6% in July and were 8.2% below last year’s pace. The median sales price declined to $403,800, down 0.8% from last month.
On the inflation front, personal consumption expenditure …
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Weekly Market Update – 8.25.2025
Unify Financial Advisors Weekly Market Update
The S&P 500 posted a modest weekly gain of 0.27% due to Friday’s rally following Jerome Powell’s symposium speech. Leading up to his speech, stocks were negative for the week. Treasury yields fell and stocks rallied as the Federal Reserve Chair hinted at a potential interest rate cut in September and commented that current restrictive rates “may warrant an adjustment in our policy stance.” Housing data showed …
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Weekly Market Update – 8.11.2025
Unify Financial Advisors Weekly Market Update
After bouncing back from the prior week’s sell-off, the S&P 500 gained 2.43% last week, led by technology and consumer stocks. Markets were volatile, reacting to new tariffs and weaker job data, but finished strong on Friday as expectations grew for a possible Fed rate cut in September.
The U.S. trade deficit narrowed in June, down 16% from May, as exports and imports declined. Services sector activity accelerated, with …
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Weekly Market Update – 8.4.2025
Unify Financial Advisors Weekly Market Update
After reaching record highs the prior week, the S&P 500 fell 2.36% last week, its worst showing since May. A weaker-than-expected July jobs report and newly imposed US tariffs drove investor concern about future economic growth. However, the first estimate of Q2 GDP rebounded at a 3.0% annual rate, driven by a drop in imports and modest consumer spending growth. Meanwhile, treasury yields fell sharply as expectations for a September Fed …
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Weekly Market Update – 7.28.2025
Unify Financial Advisors Weekly Market Update
After a strong week, the S&P 500 rose 1.46%, reaching new record highs. Ten of the eleven S&P sectors finished higher last week, with only consumer staples declining. Investors continue to weigh strong corporate earnings against uncertainty around tariffs.
Housing affordability remains a challenge, but not just because of higher mortgage rates. While 30-year mortgage rates are currently above 6% the real issue is the sharp rise in …
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Weekly Market Update – 7.21.2025
Unify Financial Advisors Weekly Market Update
After a slow start, the S&P 500 finished the week up 0.59%, with technology and utility stocks leading the way. Investors balanced tariff talks with strong earnings reports and better-than-expected retail sales.
The US consumer showed a resurgence in June, with retail sales rising 0.6% in June and 3.9% year-over-year and consumer sentiment improving. The Consumer Price Index (CPI) rose 0.3% in June, its …
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Weekly Market Update – 7.14.2025
Unify Financial Advisors Weekly Market Update
After touching record highs on Thursday, stocks pulled back slightly, with the S&P 500 finishing down 0.31% for the week. The Trump administration delayed new reciprocal tariffs until August 1, leaving the door open for further negotiations.
Earnings season kicked off with Delta Air Lines showing some optimism about the future. “We’re in a very different Place than we were 90 days ago,” Delta CEO Ed Bastian said in an interview. …
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