Eight Mistakes That Can Upend Your Retirement
Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes
Life Insurance at an Early Age
Perhaps you’ve heard the maxim, “Preparation is the key to success”
Happy 250th, America!
This July 4th is a milestone year!
After an initial pullback to start the year, the second quarter of 2026 saw equity markets rebound, led by technology stocks and greater excitement for the buildout of Artificial Intelligence (AI) infrastructure. The S&P 500 increased +15.2% for the quarter and is up +10.2% for the year.1 While geopolitical uncertainty around the conflict in the […]
The first quarter of 2026 provided several geopolitical events that increased uncertainty and volatility around the economy and financial markets. The year began with modest economic growth, moderate yet sticky inflation readings, a softening labor market characterized by lack of new hirings, but also few layoffs, and market expectations for several interest rate cuts throughout […]
Market Volatility
Market volatility is part of the investing process
What a $5 Frappuccino Can Teach Your Teen
If you’re looking for one conversation that could change how the teens and young adults in your life think about money, start with their coffee order
Healthcare Costs in Retirement
In a 2025 survey, only 41% of all workers had calculated how much money they would need to pay for medical expenses in retirement
The year 2025 was marked by both turbulence and perseverance, shaped by the disruptive impact of trade tariffs and the constant buzz surrounding artificial intelligence. Despite these headwinds, the financial markets successfully worked through a complex environment and finished 2025 with double-digit returns for the third consecutive year. Those results were not achieved without difficulty. […]
A Taxing Story: Capital Gains and Losses
Chris Rock once remarked, “You don’t pay taxes – they take taxes”
Understanding Marginal Income Tax Brackets
By any measure, the tax code is huge
The old Wall Street adage that “every bull market climbs a wall of worry” has rarely felt more fitting than it does this year. In 2025, investors have faced a long list of market concerns, from tariffs and trade tensions to rising geopolitical risks, persistent inflation, and policy uncertainty. Yet, despite bouts of extreme volatility […]
The second quarter of 2025 was one of the most volatile one in recent years, unfolding against a backdrop of global uncertainty. It started with “Liberation Day,” when the administration announced a slew of new tariffs on imports, and the equity markets were shaken with the level of proposed duties. This announcement led to a […]
Tax Efficiency in Retirement
Will you pay higher taxes in retirement? It’s possible
Who’s Right on Inflation? Fed, Shoppers, or Investors
Tracking inflation is like herding cats these days
Three Key Questions to Answer Before Taking Social Security
Social Security is a critical component of the retirement financial strategy for many Americans
The first quarter of 2025 took equity investors on a wild roller coaster ride. U.S. equity markets started the year on a strong note, adding +4.6% to a rally that started after the election and continued through the middle of February, when the S&P 500 Index reached yet another all-time high. However, in the second […]
Where Will Your Retirement Money Come From?
What workers anticipate in terms of retirement income sources may differ considerably from what retirees actually experience
Keep Your Umbrella Handy
An increase in personal wealth may bring greater financial flexibility; it may also bring greater liability
The year of 2024 was remarkable for the U.S. economy and the equity markets. High interest rates and stubborn inflation, raging wars in the Middle East and Europe, and election uncertainties and surprises around the globe were just some the factors that should have caused an economic contraction and a downturn in the stock market. […]
