Bookmark Asset Management
06/12/2026
High-profile IPOs can generate excitement, but investors shouldn't overlook the benefits of diversification.
Sector investing can provide exposure to long-term growth trends while helping reduce the risks associated with owning a single stock.
SpaceX IPO sparks single-stock FOMO, but sector investing is still a winner, says State Street “We're definitely continuing to see interest in using sector products, sector ETFs,” said Matthew Bartolini, global head of research strategists at State Street Investment Management.
06/05/2026
Markets ended the week on a mixed note as investors weighed competing signals.
A stronger-than-expected jobs report reinforced the resilience of the U.S. economy but also reduced expectations for near-term interest rate cuts. Meanwhile, some profit-taking in AI-related stocks added pressure to major equity indexes.
On the energy front, ongoing tensions in the Middle East continue to create uncertainty, with oil prices remaining elevated despite Friday's pullback.
As always, short-term headlines can drive market volatility, but long-term investors are best served by focusing on their financial plan rather than reacting to daily market movements.
Have questions about your portfolio or recent market activity? We're here to help.
Nasdaq Falls 1,121 Points on Fear of an AI Bubble: Stock Market Today The tech-heavy index was weighed down by significant selling pressure in the wake of AI chipmaker Broadcom's disappointing guidance.
05/29/2026
Will this week's economic data change the market's outlook?
Friday's jobs report headlines a busy week that also includes job openings, labor turnover data, and unemployment claims. Investors will also be listening closely to comments from central bank officials for clues about the path of interest rates.
Economic reports can influence markets in the short term, but maintaining a disciplined, long-term perspective remains one of the most important factors in investing success.
What to Look Out for in Economic Data This Week (May 25-29) The holiday-shortened week's economic calendar features a key inflation update and a handful of Federal Reserve speakers.
05/22/2026
Inflation may not dominate headlines the way it once did, but many retirees are still feeling its impact every day.
From healthcare and housing to groceries and insurance, persistent inflation continues to put pressure on fixed income streams and long-term retirement plans. While economists and markets debate where interest rates may head next, the bigger question for many investors is simpler:
How do you build a financial plan that can adapt as costs continue to rise?
A thoughtful retirement strategy should account for more than just market performance — it should also consider purchasing power, sustainable income, taxes, and long-term flexibility.
Inflation Isn't the Real Problem: Having No Plan to Account for It Is Buying an "inflation protection" investment in retirement, instead of making sure your financial plan can withstand rising costs, is a big mistake.
05/08/2026
With the midterm elections six months away, early trends suggest a shifting political landscape.
Historical patterns, combined with current economic pressures and geopolitical tensions, could create headwinds for the party in power.
An Early Look at the 2026 Midterms The midterm elections are six months away, but Democrats seem poised to translate President Trump's unpopularity into big gains.
05/01/2026
Not all “safe” investments are created equal.
From CDs to money markets to newer strategies like multi-year guarantees, today’s landscape offers more ways to balance stability, yield, and flexibility.
Understanding how each piece fits can help you make more intentional decisions with your cash.
Read more here:
A Multi-Year Guarantee Annuity vs CDs, Mutual Funds and Money Market Funds: Which Belong in Your Portfolio? Advertiser Content from American National Insurance Company
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