Keeping You Informed 

Healthcare costs in retirement often go beyond Medicare premiums. This article takes a look at three of those expenses—prescription gaps, remote-living access, and concierge medicine fees.

The Week In Perspective combines market activity, financial events, commentary and analysis for individual investors.

Treasury rates have surged to their highest levels in recent years due to a combination of concerns around inflation, oil prices, the national debt, and the Fed. The 10-year Treasury yield is once again above 4.6% and the 30-year has been above 5% for the longest streak since 2007.1 In general, this is positive for long-term investors since higher yields support portfolio goals such as income and stability. Perhaps more importantly, real yields have risen even further. Given the importance of rising real yields, what do investors need to consider?

The Week In Perspective combines market activity, financial events, commentary and analysis for individual investors.

"AI" is not a single type of investment. While it’s natural to think of the model providers at the heart of these capabilities, such as OpenAI, Anthropic, Google, and more, they only represent one piece of the puzzle. There is a full supply chain that covers a range of activities, industries, and business models, each with its own characteristics and risks, including hardware, data centers, software providers, and more. What should investors be focused on?

The Week In Perspective combines market activity, financial events, commentary and analysis for individual investors.

The number of ways to save for children has expanded with the creation of 530A accounts by last year’s One Big Beautiful Bill Act, which are commonly referred to as “Trump Accounts.” These savings vehicles provide families with more ways to build wealth across generations, but require consideration for how they are prioritized and interact as part of a holistic financial plan.

The Week In Perspective combines market activity, financial events, commentary and analysis for individual investors.

The Week In Perspective combines market activity, financial events, commentary and analysis for individual investors.

Mid-Year Outlook 2026: Key Investor Lessons for the Second Half of the Year.

Consumer spending is the engine of the U.S. economy, accounting for roughly two-thirds of overall economic activity. In theory, when consumers feel financially secure and optimistic, they tend to spend more, driving corporate profits and economic growth. When they feel uncertain, they may tighten their belts. In reality, how consumers behave depends on many factors, especially because not all consumers are alike. For this reason, having a holistic understanding of the financial health of consumers is one of the most important ways for long-term investors to make sense of the current environment.

The Week In Perspective combines market activity, financial events, commentary and analysis for individual investors.

Alan Greenspan once said "since I've become a central banker, I have learned to mumble with great incoherence." Greenspan, who passed away recently at the age of 100, served as the Chair of the Federal Reserve from 1987 to 2006 and became one of the most influential economic figures of the 20th century.1 As we reflect on his legacy just days after Kevin Warsh chaired his first Fed meeting, the parallels between the two leaders highlight several changes in how the Fed might operate in the coming years.

The Week In Perspective combines market activity, financial events, commentary and analysis for individual investors.

The U.S. and Iran announced a preliminary agreement intended to end the four-month conflict that has weighed on the global economy. Financial markets have reacted positively to this development, with the stock market climbing, oil prices falling, and interest rates declining. How should investors interpret this agreement and what does it mean for portfolios?

IPOs from high-profile private companies like SpaceX can generate a lot of headlines, so it's important to understand both the opportunities and the nuances involved. How does the SpaceX IPO affect long-term investors?

The Week In Perspective combines market activity, financial events, commentary and analysis for individual investors.

The Week In Perspective combines market activity, financial events, commentary and analysis for individual investors.

The Week In Perspective combines market activity, financial events, commentary and analysis for individual investors.

Despite its importance, a 2025 survey found that fewer than one in three Americans report having a will, and more than half say they have no estate plan at all.1 This gap between intention and action is significant. Without a thoughtful structure in place, wealth that took decades to build can be eroded by taxes, legal complications, and unintended distributions. Advanced estate planning addresses this challenge by creating a coordinated approach designed to maximize the efficient transfer of assets to the people and causes that matter most.