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The BullPen
Timely insights to help stay ahead of the curve

Today's markets

Federal Reserve rate cutting stays on pace

THE FEDERAL FUNDS RATE DROPPED by .25% on Wednesday, October 29 – the second such cut in two consecutive months – as the Federal Reserve (the Fed) seeks to spur U.S. hiring without reigniting inflation.

October 29, 2025

Chris Hyzy, Chief Investment Officer, Merrill and Bank of America Private Bank quote “We believe investors should diversify, rebalance and stick to a disciplined investing process.”

October 16, 2025

Financial Planning

As elder fraud evolves, here’s how to stay safe online and in life

Fraudsters increasingly exploit technology to swindle seniors out of their life savings. Use these tips to help protect yourself and your loved ones from financial threats.

October 8, 2025

Financial Planning

Will my Social Security benefits be taxed? It depends on your income.

For many people, the answer is yes. Consider these four strategies that could help you minimize the hit.

October 8, 2025

Today's markets

Market Decode™: Small Caps, Big Potential

This often-underappreciated asset class is having a moment in today’s markets. Watch the video for reasons to consider adding it to your portfolio.

Investment Trends

Progress report: Is AI a market bubble?

Despite some speed bumps, artificial intelligence is already radically transforming how we live and work. Here’s what to watch for next.

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