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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 – 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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Weekly Market Update – 7.7.2025
Unify Financial Advisors Weekly Market Update
Stocks climbed during the shortened holiday week, with the S&P 500 rising 1.72% to hit a record high. Tech shares led the rally, supported by easing trade restrictions in AI chip manufacturing and upbeat labor data.
June’s payroll report showed 147,000 jobs were added, exceeding expectations, while the unemployment rate ticked down to 4.1%. Wages increased 0.2% for the month and 3.7% year-over-year. Meanwhile, JOLTS reported that …
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Weekly Market Update – 6.30.2025
Unify Financial Advisors Weekly Market Update
Wall Street rallied last week, with the S&P 500 climbing 3.44% and reaching a record closing high on Friday. Crude oil prices fell over 13% for the week, their biggest drop since March 2023, and gold declined for a second straight week as investors moved away from safe havens. The probability of the Federal Reserve cutting rates by 0.25% in September has increased, partly due to lower economic growth expectations and …
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Weekly Market Update – 6.23.2025
Unify Financial Advisors Weekly Market Update
Markets posted mixed results last week as investors reflected on escalating tensions in the Middle East and changes to the FOMC’s economic projections. The S&P 500 slipped 0.15%, bringing its year-to-date gain to 1.47%. Concerns over supply disruptions from the Iranian conflict pushed crude oil up 2.26% to $75 per barrel, its third weekly gain.
Retail sales fell 0.9% in May but remained 3.3% above year-ago levels, with online sales …
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Weekly Market Update – 6.16.2025
Unify Financial Advisors Weekly Market Update
Markets erased weekly gains on Friday following tensions in the Middle East resulting from the Israel-Iran conflict. The S&P 500 declined 0.39%, bringing the YTD gain to 1.62%, while aggregate bonds have outperformed, up 2.69% YTD. Crude oil prices surged on fears that Middle East tensions could restrict global supply. However, as a net exporter of oil, the US is less exposed to oil shocks than in the past.
Economic data …
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Weekly Market Update – 6.9.2025
Unify Financial Advisors Weekly Market Update
Markets ended the week on a positive note, supported by cautious optimism over U.S.-China trade developments and a stronger-than-expected job report. The S&P 500 rose 1.50%, hitting its highest level since February.
April’s trade report, released June 5, showed the deficit narrowed sharply by 55.5%, driven by a 3.0% rise in exports and a 16.3% drop in imports. Despite this monthly improvement, the trade gap is still up 65.7% from a year …
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Weekly Market Update – 6.2.2025
Unify Financial Advisors Weekly Market Update
Stocks finished higher last week despite renewed trade tensions with China. The S&P 500 rose 1.88%, the Nasdaq climbed 2.01%, and the Dow added 1.60%, led by strong gains in technology and consumer discretionary sectors.
Nvidia $NVDA posted impressive earnings, up 69% from a year ago, despite export restrictions to China negatively impacting revenues. Costco $COST flexed its muscle in the face of tariffs with solid …
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Weekly Market Update – 5.26.2025
Unify Financial Advisors Weekly Market Update
After strong gains from the previous week, the S&P 500 fell 2.61% amid rising trade tensions and interest rates. Existing home sales saw the slowest appreciation in two years, while new home sales in the US exceeded market expectations in April, 10.9% above the March rate and 3.3% higher than the previous year’s rate. Builders can entice new home buyers with price incentives and mortgage rate buydowns.
Looking Ahead
Investors …
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