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Insights


July 6, 2026
Last week's trading session was shortened as the markets were closed on Friday, July 3, in honor of Independence Day.
Jul 6


June 2026
What's Inside: Pay Transparency Laws by State; Locked Out? How to Break Into Today's Housing Market; High Prices Force Buyers to Stretch Out Car Loans; It's Tough Out There: The Summer Job Market for Teens; What Is Value Investing?; What Are the Tax Implications of a Spouse's Death?
Jun 30


Medicare vs. Medicaid: What They Are, How They Differ, and What Happens When You Have Both
Most people have heard both terms; fewer can explain the difference. Medicare and Medicaid sound similar, they both deal with healthcare, and they both involve the government, but they are entirely separate programs built for different purposes, funded differently, and created to serve different groups of people.
Jun 30


June 29, 2026
For just the second time in the last 13 weeks, both the S&P 500 and the NASDAQ recorded weekly losses.
Jun 29


HSAs Are the Most Tax-Efficient Account Most People Underuse
If you have access to a health savings account and you are treating it like a medical expense fund, you are leaving one of the most powerful tools in retirement planning almost entirely on the table.
Jun 23


June 22, 2026
Most markets were closed last Friday in observance of Juneteenth National Independence Day. Wall Street rallied last week as investors displayed optimism over the signing of an initial agreement ending hostilities in the Middle East.
Jun 22


What to Know About Spousal and Survivor Social Security Benefits
For many Americans approaching retirement, Social Security represents one of the largest sources of lifetime income they will receive. Yet when couples begin planning their retirement strategy, many focus almost entirely on their own retirement benefit and overlook the rules surrounding spousal and survivor benefits. That oversight can be costly.
Jun 17


High Expectations, Narrow Margin for Error
SpaceX’s IPO is less about SpaceX itself and more about the valuations facing the next wave of major private-company listings. The company may prove exceptional, but at a $1.77 trillion IPO valuation, investors are already paying for a great deal of future success that remains unknowable today.
Jun 16
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