In this short video, I cover key takeaways from the 2025 JPMorgan long-term capital market assumptions report and highlight four actionable steps you can take now to stay ahead and plan effectively for the long term.

Markets ended a very volatile Q3 in the green, driven by a much-anticipated Fed rate cut and hope for the future. The S&P ended the quarter with its best year-to-date of the 21st century so far. Can stocks continue to rise?

Markets roared in Q2, driven by AI optimism and hopes of future interest rate cuts. Can stocks continue to rise in the second half of 2024?

Despite some inflation worries, markets soared in Q1, driven by optimism about growth and future interest rate cuts. Will stocks continue to rise? Is that predicted recession still coming? Let’s take a look at what happened in Q1 and what might happen next.

Everything we experience shapes our beliefs, behaviors––our reality. But if personal bias is how we favor or judge decisions, then those judgements can be exploited if incorrect. And during your next financial decision, they could unknowingly affect even the tiniest details. Here are 5 biases that can derail our financial decisions and how we can potentially avoid them.