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Market Leadership Broadens as Rotation Continues

03/05/2026

Monthly Market Summary The S&P 500 Index declined -0.8% in February, but the headline masked broad underlying strength. The equal-weighted S&P 500 gained +3.5%, Large Cap Value rose...

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Stocks Trade Higher as Market Leadership Broadens

02/04/2026

Monthly Market Summary The S&P 500 Index gained +1.5% in January, setting a new high as it traded above 7,000 for the first time. Large Cap Growth declined -1.5% as tech stocks traded lower,...

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Markets Digest the Path of Interest Rates & the Next Phase of the AI Cycle

12/02/2025

Monthly Market Summary The S&P 500 Index returned +0.2% in November, its seventh consecutive monthly gain. Large Cap Growth declined -1.8% as AI-related names came under pressure, while...

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Stocks Hit New Highs as Market Navigates Shutdown, Fed Policy, & AI Spending

11/07/2025

Monthly Market Summary The S&P 500 Index rose +2.3% in October, bringing its year-to-date return to +17.5%. Large Cap Growth stocks gained +3.6% and outperformed the index, while Large Cap...

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Stocks Trade Higher as Federal Reserve Signals Rate Cut

09/17/2025

Monthly Market Summary The S&P 500 Index rose +2.1% in August, bringing its year-to-date return to +10.7%. Large Cap Value stocks led with a +3.2% gain, while Large Cap Growth gained...

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Stocks Trade Higher on Strong Q2 Earnings & Trade Deals

08/13/2025

Monthly Market Summary The S&P 500 Index rose +2.3% in July, pushing its year-to-date return to +8.4%. Large Cap Growth stocks led with a +3.7% gain, while Large Cap Value gained...

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Fire Up Your Savings Game: Saving Money at the Grocery Store

03/07/2022

By GreenPath Financial Wellness  With prices rapidly rising on everyday items, perhaps your savings plan has gone by the wayside.  These tips will help you find more money in your budget...

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Common Member Scams

07/13/2021

Each year, fraudsters find new ways to trick people and financial institutions out of money. Whether its an imposter scam – impersonating a love interest, a grandchild, debt collector, the Social...

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Saving Money Isn’t a Luxury – It’s a Necessity

03/30/2021

4 Reasons to Start Saving Now – Plus Tips for Getting Started By GreenPath Financial Wellness Saving money can often be a challenge—especially during times of financial uncertainty. As...

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Second round of stimulus payments are now being delivered

12/31/2020

The IRS and Treasury are now delivering the second round of stimulus payments. Just as the previous payments, Southern Security is not able to determine when these funds will be deposited. The...

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