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What Makes a Stock Move?Explain that stock prices can be affected by developments within a company as well as economic, ...
10/22/2026

What Makes a Stock Move?

Explain that stock prices can be affected by developments within a company as well as economic, political, and broader market events outside the company’s control.

Source: What Is Risk? — Investor.gov (Investor.gov)

Monday, October 19 — This Day in Financial History: Black MondayOn October 19, 1987, the Dow Jones Industrial Average fe...
10/19/2026

Monday, October 19 — This Day in Financial History: Black Monday

On October 19, 1987, the Dow Jones Industrial Average fell 22.6% in one day. Explain that market declines can feel frightening, but emotional decisions may interfere with a carefully constructed long-term plan.

Source: Stock Market Crash of 1987 — Federal Reserve History (www.federalreservehistory.org)

Throwback Thursday: The Modern Charge CardDiners Club introduced its multipurpose charge card in 1950, helping change ho...
10/15/2026

Throwback Thursday: The Modern Charge Card

Diners Club introduced its multipurpose charge card in 1950, helping change how consumers paid for meals, travel, and other purchases.

Sources: Diners Club History and Diners’ Club Card — Smithsonian (dinersclub.com)

Interest rates can affect almost every part of someone's financial life. Explain how Federal Reserve policy can influenc...
09/22/2026

Interest rates can affect almost every part of someone's financial life. Explain how Federal Reserve policy can influence mortgage rates, borrowing costs, savings accounts, bonds, businesses, and the stock market. Keep the post simple and focused on why investors and consumers pay so much attention to Federal Reserve decisions.

Sources:
• Federal Reserve — Monetary Policy
• Federal Reserve Bank of St. Louis — FRED Economic Data
• Investor.gov — Interest Rates and Investing

Stock prices move every day, but what actually causes those movements? Break down some of the major factors, including c...
09/15/2026

Stock prices move every day, but what actually causes those movements? Break down some of the major factors, including company earnings, expected growth, interest rates, economic conditions, investor expectations, and supply and demand. Explain why a successful company does not automatically mean its stock will always increase.

Sources:
• Investor.gov — Stocks
• FINRA — Stocks and Investing
• U.S. Securities and Exchange Commission — Investor Education

  thursday September 2008, one of the most significant months in modern financial history. Lehman Brothers filed for ban...
09/10/2026

thursday September 2008, one of the most significant months in modern financial history. Lehman Brothers filed for bankruptcy on September 15, 2008, during the global financial crisis. Briefly explain what happened and connect it to lessons about risk, diversification, and maintaining a long-term financial plan during periods of uncertainty.

Sources:
• Federal Reserve History — The Financial Crisis of 2007–2008
• Federal Reserve Bank of St. Louis
• U.S. Securities and Exchange Commission

September is a good opportunity to highlight the importance of planning ahead for education expenses. Explain how starti...
09/08/2026

September is a good opportunity to highlight the importance of planning ahead for education expenses. Explain how starting early and consistently contributing can make college costs more manageable, while briefly introducing 529 college savings plans and their potential tax advantages.

Sources:
• Investor.gov — 529 Plans
• IRS — Qualified Tuition Programs (529 Plans)
• FINRA — College Savings Plans

Artificial intelligence is driving enormous investment across the economy. Highlight how companies are spending on AI in...
09/03/2026

Artificial intelligence is driving enormous investment across the economy. Highlight how companies are spending on AI infrastructure, data centers, semiconductors, and energy. Companies such as Nvidia, Microsoft, Alphabet, Amazon, and Meta can be used as examples of businesses investing heavily in AI, without presenting them as stock recommendations.

Sources:
• Company Annual Reports and Earnings Reports
• U.S. Securities and Exchange Commission (SEC) — Company Filings
• Federal Reserve — Economic Research

09/01/2026

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433 S Main Street Suite 305
West Hartford, CT
06110

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