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Your Insights

  • investing, Market performance, New Orleans Office

Jude Boudreaux Featured in Featured in NBC News Article

April 16, 2025

Jude Boudreaux, CFP®, Senior Financial Planner at The Planning Center, was recently featured in an NBC News article that discussed the recent volatility on Wall Street.

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Market Returns through a Century of Recessions

April 28, 2023

What does a century of economic cycles teach investors about investing? Our interactive exhibit examines how stocks have behaved during US economic downturns. Markets around the

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Hoop Dreaming Is Fun in March. Investing Realities Apply across a Lifetime.

April 28, 2023

Every year at this time, the NCAA men’s basketball tournament thrills fans and creates so much interest that it’s estimated one in four Americans filled out

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When Headlines Worry You, Bank on Investment Principles

March 31, 2023

On Friday, March 10, regulators took control of Silicon Valley Bank as a run on the bank unfolded. Two days later, regulators took control of a

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What’s Your True Net Worth?

March 31, 2023

Many apps today claim to instantly calculate your net worth by adding up your banking and investment accounts and then deducting what you owe on your

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Two Steps Forward, One Step Back for Investors

February 25, 2023

Consider everything investors have been through in recent years: a global pandemic, rapid inflation, war in Europe, and volatile stock and bond markets. It’s reasonable to

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This Has Been a Test: Developing a Financial Plan You Can Stick With

January 26, 2023

Think back to December 2019. The economy was humming. Unemployment, interest rates, and inflation were at historically low levels. But then what happened? A global pandemic

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People Have Memories. Markets Don’t.

January 26, 2023

One of the best things about markets is that they don’t have memories. They don’t remember what happened last week or last year. They don’t even

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Rising Rates: Short-Term Pain for Long-Term Gain?

November 23, 2022

Investors have likely noticed the improved opportunity set in fixed income due to higher yields. And yet some investors may be hesitant to take advantage of

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The 60/40 Portfolio: Down but Not Out

November 23, 2022

This has been a challenging year for investors. On top of the equity bear market, the steep losses in bonds1 have been especially surprising, leading some

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Your Money, Your Mind and Your Investment Method

October 20, 2022

Matt Knoll, CFP®, Sr. Financial Planner, Illinois It’s easier now than it’s ever been for people to play the stock market. Simply download an app and

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Midterm Elections—What Do They Mean for Markets?

October 7, 2022

It’s almost Election Day in the US once again. For those who need a brief civics refresher, every two years the full US House of Representatives

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