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![Market Update: 06/15/2026]()
Market Update: 06/15/2026
Weekly update: IPOs, CPI, and Fed expectations Last week’s data confirmed that the U.S. economy is not rolling over, but it is not delivering the relief markets want either. Growth is modest, and...Read more -
![3 Retirement Mistakes People Commonly Make in Their 50s]()
3 Retirement Mistakes People Commonly Make in Their 50s
Your 50s can be one of the most important decades for retirement planning. For many people, retirement is no longer a distant concept, it begins to feel real. The financial decisions made during...Read more
Market Update: 06/15/2026
Weekly update: IPOs, CPI, and Fed expectations Last week’s data confirmed that the U.S. economy is not rolling over, but it is not delivering the relief markets want either. Growth is modest, and...
Read more
3 Retirement Mistakes People Commonly Make in Their 50s
Your 50s can be one of the most important decades for retirement planning. For many people, retirement is no longer a distant concept, it begins to feel real. The financial decisions made during...
Read more
Market Update: 06/08/2026
Weekly update: Late May rally doesn't last Stocks entered last week riding May’s momentum and left it questioning the Federal Reserve’s next move. Strong payrolls and persistent inflation kept the...
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Market Update: 06/01/2026
May brought a mix of steady economic expansion, elevated inflation pressures, and shifting market expectations. Growth remained supported by strong consumer spending and rising AI investment, while...
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Market Update 5/18/2026
Weekly update: Inflation, new Fed chair, and geopolitics Stocks climbed to record highs last week ahead of a hotter-than-expected April CPI report, and concerns about a hawkish Federal Reserve sent...
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Financial Tips for New Graduates
If you or a student in your life has recently graduated, we want to extend our heartfelt congratulations. This is a monumental accomplishment. For many, this achievement marks a first foray into...
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Market Update: 5/11/2026
Weekly update: Quiet growth and a cooling job market Last week offered something relatively rare: the economy lost speed without losing its footing. This is due to moderating wages and steady...
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Annual Gifting Strategies: A Thoughtful Way to Share Wealth and Build Legacy
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Market Update: 05/04/2026
Market analysis: AI, energy, inflation, and rates U.S. markets reached record highs in April, driven by strong corporate earnings and enthusiasm around AI. Investors largely looked past elevated...
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Market Update: 04/27/2026
Weekly update: Expansion intact, policy in flux Last week, leading stock indices held their ground near record levels, resilient but rangebound. Surging retail sales and a re-acceleration in...
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Approaching Retirement in a Volatile Market: What to Focus on Now
For those nearing retirement, market volatility can feel different. When you’re 20 or 30 years from retirement, fluctuations are often viewed as temporary. But when retirement is just months away,...
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Market Update: 04/13/2026
Weekly update: Oil Price Shocks, Stocks Advance U.S. markets posted their best weekly gain of this year, with the major indexes all closing firmly in the green. A fragile U.S.–Iran ceasefire pushed...
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Financial Support Options for College Students
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Market Update: 04/06/2026
Weekly update: Strong jobs and volatile oil prices Last week's holiday-shortened trading period was defined by tension between the ripple effects of the ongoing geopolitical conflict and...
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Renting vs. Buying: How to Make the Right Financial Decision
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Market Update 3/23/2026
Weekly update: Fed holds steady amid shaky sentiment Last week's dominant narrative pitted a still-solid U.S. economy against persistent inflation pressures and continued geopolitical conflict in...
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Market Update 3/16/2026
Weekly update: Inflation, Oil, and the Fed Last week, U.S. markets faced a difficult combination of forces: an oil shock from the war in Iran and the effective closure of the Strait of Hormuz, a...
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Market Update: 3/9/2026
Weekly update: Oil surges and jobs stumble Last week brought two unwelcome surprises: a 35% spike in crude oil prices triggered by U.S. military conflict with Iran and a disappointing jobs report....
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Last-Minute Tax Moves to Consider Before April 15
Tax season is well underway but if you haven’t filed yet, there may still be meaningful opportunities to reduce your tax bill or strengthen your financial plan before the April 15 deadline. While...
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Market Update: 03/02/2026
February analysis: A strong start and an uncertain ending Last month gave investors plenty to weigh. Job growth held firm, and corporate earnings delivered again, particularly among AI-driven...
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