Keeping You Informed 

Discover why starting early is often more powerful than saving more. This article uses a side-by-side comparison of two hypothetical savers to illustrate the remarkable impact of compound growth over time.

The S&P 500 recently surpassed 7,500 for the first time, marking another milestone in a year that has seen many new all-time highs. This is positive for investors, especially because several sectors have contributed to this rally. These trends have also fueled enthusiasm for IPOs, particularly ones related to artificial intelligence, after years of relatively few companies going public. This is occurring despite ongoing concerns over inflation, high oil prices, and hopes for a peace deal in Iran that has not yet materialized. In contrast to the stock market, these challenges have weighed on the bond market, pushing long-term interest rates higher. The 30-year U.S. Treasury yield, for instance, briefly reached a nearly 20-year high before settling back toward 5%. Since headlines like these can create uncertainty for markets, maintaining perspective and balance are more important than ever.

What does the recent rise in inflation mean for the economy and markets? The just-released Consumer Price Index report for April showed prices rising 3.8% over the past 12 months, the highest level since mid-2023.

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.

Most retirees know that healthcare is often the largest and most unpredictable expense in retirement, which can add up to hundreds of thousands of dollars on average. Healthcare can come from many sources, with Medicare being a major consideration in the financial planning process. Yet, despite its importance, Medicare rules can create confusion for many Americans. Understanding how Medicare works, the choices it presents, and how those choices affect a broader financial plan is essential for retirees and those approaching retirement. Getting these decisions right can help protect savings, maximize health coverage, and manage cash flow across decades of retirement.

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally, financially, and practically as you settle into this next chapter. Reach out if you'd like to talk through your transition.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

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.

Conventional wisdom says that what goes up must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when your money is at stake. There's no foolproof way to handle the ups and downs of the stock market. What strategies will help you cope with volatility?

The end of the year is the perfect time to review tax strategies and financial plans, since many tax deadlines fall on December 31. What tax matters should you consider in the final weeks of the year?

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

Explore how the One Big Beautiful Bill may affect taxes, deductions, and credits now and in the years ahead.

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

When it comes to natural disasters, it's important to be prepared for earthquakes and erosion alike. Even though one is immediate and dramatic while the other is slow and gradual, both require careful planning and protective measures. Economic forces are no different - the most challenging situations that households and businesses face aren't always sudden and obvious, but can play out over many years. In the case of inflation, the risk of both sharp price increases and the gradual erosion of purchasing power are affecting financial markets today.

Social Security, one of the most important government programs for retirees, has evolved over its 90-year history. As the aging population grows, so too do concerns about whether Americans will be able to rely on benefits in retirement. How has social security evolved? Will Social Security be there you?

Recently inherited an IRA? The wrong move could cost a boat load in taxes and penalties, but you have options. Here are 5 things you can do with your new inheritance.

You’ve likely considered using apps or spreadsheets, which are great strategies, to stick to a budget. Here, we share a few more ways to simplify your budget.