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Global Equities Taking a (Big) Breather... What's Next?

Recent selling has been relentless, with the S&P 500 index down -8.7% since the start of October, and about flat for the year. The index remains on track for its worst month since 2010. Global equities (US and international) have lost almost $8 trillion of value this month, and is set to be the biggest wipe-out since the height of the financial crisis a decade ago.

A bear market is defined by most as a decline in equities of 20% or more. Many are asking, are we heading into a bear market?

Is there truth behind "Sell in May and Go Away"?

There's an old English saying, "Sell in May and go away, and come on back on St. Leger's Day." This refers to the custom of bankers leaving the City of London to go to the country to escape the heat during the summer months. Here's our overview of what happened in the markets during the first quarter, as well as key themes that may influence market behavior over the coming months – including “sell in May.”

How to handle your tax refund wisely

Tax season is finally over, which means nearly 80% of Americans will have a refund hitting their bank accounts over the next few weeks. If you’re one of them, you need to have a good plan for your money. Before you take yourself on a congratulatory spending spree, think about your personal financial situation and where you stand in achieving your goals.