Insights

You spent decades building a federal retirement package that most workers would envy (a pension, a TSP, Social Security, and a FEHB health plan that follows you into retirement). What a lot of federal employees don't fully reckon with, though, is that the IRS is going to take a meaningful piece of that income.

Despite elevated geopolitical tensions and the continued closure of the Strait of Hormuz, equities have climbed back to all-time highs as investors refocus on the strength of corporate earnings and the broader economic backdrop. Companies are beating profit estimates at an unusually strong pace, while earnings growth has accelerated to levels rarely seen outside of post-recession recoveries.

The U.S. stock market ended last week with strong gains, which led to record highs for the S&P 500 and the NASDAQ. The surge in stock values was largely driven by a better-than-expected jobs report (see below), falling crude oil prices, and robust tech company earnings.

Medicare enrollment is one of those topics that tends to get put off. The rules are specific, the terminology is unfamiliar to many, and there are enough moving parts that most people are not sure where to start. The good news is that once you understand the basic timelines and what drives them, the process is quite manageable. This post outlines the enrollment periods you need to be aware of, the consequences of missing them, and the process for signing up when the time arr

Wall Street continued to rally with equities ending last week on a strong note. The S&P 500 and the NASDAQ closed at record highs, driven by robust corporate earnings, a potential end to the U.S. military involvement in Iran, and easing crude oil prices.