Bookmark Asset Management

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.

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.

Buying an "inflation protection" investment in retirement, instead of making sure your financial plan can withstand rising costs, is a big mistake.

05/14/2026

Artificial intelligence continues to reshape industries at a rapid pace, with many leaders viewing it as one of the most transformative technological shifts of our time. As companies race to integrate AI into everything from cloud computing to healthcare and automation, investors are paying close attention to the opportunities emerging across the market.

Here are some of the AI-focused stocks and companies investors are watching right now.

Artificial intelligence is the catalyst for what many observers recognize as a fourth industrial revolution. Here are the best AI stocks to buy right now.

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.

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:

Advertiser Content from American National Insurance Company

04/24/2026

Wars such as the one unfolding in Iran are always disturbing. For investors, there’s additional concern over whether these conflicts will spill over into their investment performance. But it’s important for investors to be cautious about making asset allocation changes in response to such events.

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Wars such as the one unfolding in Iran are always disturbing. For investors, there’s additional concern over whether these conflicts will spill over into their investment performance. But it’s important for investors to be cautious about making asset allocation changes in response to such events...

04/17/2026

Looking through the trees to see the forest.

A quick look at the S&P 500 Annual Returns and Declines.

04/06/2026

This year marks 100 years of research-quality US stock market returns.

How important is this centennial? The movie Moneyball provides a good example.

Continue reading more from DFA in our recent blog post.

This year marks 100 years of research-quality US stock market returns. How important is this centennial? The movie Moneyball provides a good example. The protagonist of the film, Oakland A’s General Manager Billy Beane, tries to field a championship contender with a tiny budget after many of his b...

04/03/2026

Geopolitical headlines drove early market declines today, but stocks rebounded as new developments emerged.

It’s a good example of how quickly sentiment can shift, and why staying disciplined matters.

Stocks and oil continue to rise and fall with the ebb and flow of news from the White House and the Middle East.

03/26/2026

Roughly 60% of Americans have money in the stock market, but with daily ups and downs, it’s not always clear what your portfolio is worth at any given moment.

While long-term trends have generally been positive, investor sentiment is shifting. A recent American Association of Individual Investors survey shows 29% expect the market to decline over the next six months.

In times like these, staying grounded in a long-term strategy can help cut through the noise.

Instead of worrying about the markets and running out of money in retirement, you might consider buying an annuity that guarantees you a lifetime income.

03/19/2026

Investment diversification gets a lot of attention, but tax diversification matters too.

Choosing the right accounts for the right investments can make a meaningful difference in how your wealth grows and how much you keep over time.

Tax diversification is as important as investment diversification: Focusing on what investment goes into which account helps determine how much of it you keep.