Congress Street Financial Group

Market Week: November 17, 2025 (Video) See key market data for the week ending November 14, 2025.

Quarterly Market Review: July-September 2025 (Video) See how the markets performed in the third quarter of 2025 and year-to-date.

Market Strategies: Three Ways to Play Defense in Your Stock Portfolio A defensive strategy that focuses on value, low volatility, or dividends may help manage risk without giving up exposure to the growth potential of stocks.

Common Stock vs. Preferred Stock Common stock and preferred stock are the two main types of stocks that are sold by companies and traded among investors on the open market. Each type gives stockholders a partial ownership in the company represented by the stock.

The 1 Percent Difference, Part 1: Increasing Your Retirement Plan Contributions Find out more

Roth IRA Basics Find out more

Unit Investment Trusts Find out why unit investment trusts have become more popular as an investment vehicle.

Fundamental Concepts for New Investors An understanding of the basic principles of investing combined with a bit of common sense will help you ask better questions and find a way through what may seem a maze of jargon.

Education Tax Credits You just paid your child's semester bill for college — do you qualify for either the American Opportunity credit or the Lifetime Learning credit?

Advantages and Disadvantages of Self-Employment Is your dream of working for yourself worth pursuing? Keep in mind that self-employment is a way of life. Most likely, you'll have to work long hours, have less leisure time, and perhaps earn only a small income until your business gets going. However, you'll be doing what you like to do.

The Latte Habit Find out more

Navigating Financial Conversations with Aging Parents (Aug) It's important to talk to your aging parents about finances to help ensure their financial well-being.