2022 was a historic year for bonds, challenging the long-held assumption that fixed income would always provide a reliable buffer against stock market volatility. Associate Financial Advisor Clay Reynolds examines what caused the bond market's unprecedented decline, how rapidly rising interest rates affected bond prices, and what investors can learn when building a resilient portfolio.

Treasury yields have climbed to their highest levels in years, creating both opportunities and challenges for investors. In this edition of Investment Corner, Co-Chief Investment Officer & Chief Operating Officer Summit Puri explains what rising interest rates and real yields mean for stocks, bonds, inflation, and why maintaining a balanced portfolio is more important than ever.

With the Federal Reserve’s recent announcement that is will drop interest rates, many investors are asking how a rate change could impact their portfolios. One of the most important — yet often misunderstood — relationships in finance is that between interest rates and bond prices. In this article, we’ll break down how they interact and why changes in rates can directly affect the value of your bond holdings.

The concepts behind finance and investing can be very complex to most people. Often, looking at your portfolio can prove challenging to...

My wife is a high school women's basketball coach. As such, and considering we have one daughter in junior high and one in late...