Major stock market indices made significant gains in the first half of the year due to improving inflation, slowing Fed rate hikes, the absence of a recession, a more stable banking sector, and a strong rally in tech stocks. The S&P 500 has climbed 16.9% with reinvested dividends this year, while the Nasdaq and Dow have returned 32.3% and 4.9%, respectively. Markets have recovered much of their losses from last year with the S&P 500 now 7% from its all-time high.

2022 was a challenging year for investors. Markets fell into bear market territory and experienced the worst annual performance since 2008. The S&P 500, Dow and Nasdaq declined 19.4%, 8.8%…

The Newly-Passed SECURE Act 2.0Raise your hand if you think Congress should get out of the habit of passing tax legislation hours before the end of the year, giving the…

https://youtu.be/Df5ULHt48woThe stock market is adjusting to a new chapter in the inflation story that could keep Fed policy rates higher for longer. Recent market swings may be challenging, but this…

https://www.youtube.com/watch?v=aSt9jjM3GFATo achieve success when investing for the long term, it is essential to have a disciplined approach. At Mendel Money Management, we have guiding principles that help our portfolio design…

The S&P 500 officially fell to bear market levels this week. Rapid inflation across the economy has affected consumers and businesses, raising questions about spending and corporate profits. These pressures…

https://youtu.be/p0692iVbUD0Volatility is a term thrown around a lot on Wall Street and in personal finance circles. But what does it mean, and how does it impact your ability to meet…

For long-term investors, facing periods of geopolitical risk is unavoidable. Headlines on regional and global conflicts can be alarming since they are unlike the typical flow of business and market…

https://youtu.be/S_LvSyqVzlsThe stock market had another great year during 2021, ending three years of solid returns.  These returns are not sustainable for the long run as the stock market has historically…