top of page
Insights


April 6, 2026
Wall Street enjoyed a tech-led rally despite the escalation of the conflict with Iran and a pivot in fiscal policy following President Trump's request that Congress approve a $1.5 trillion total defense budget for 2026, funded, in part, by a 22.6% cut in domestic discretionary programs.
Apr 6


How to Prepare Your Spouse Financially in Case Something Happens to You
No one likes to think about it. The idea of preparing your spouse for your death or incapacity feels uncomfortable at best and morbid at worst. But from a financial planning perspective, one of the greatest gifts you can give your partner is clarity.
Apr 1


March 2026
What's Inside: The World's Happiest Countries, 2025; Cash or Credit? How Consumers Pay Today; Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers; The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses; New Auto Loan Interest Deduction Explained; and Medicare or Medicaid?
Mar 31


March 30, 2026
Wall Street saw stocks continue to trend lower last week, influenced by geopolitical tension, volatile energy markets, and shifting investor sentiment.
Mar 30


The Optimal Time to Begin Social Security: Advanced Strategies Most Retirees Overlook
One of the most important retirement income decisions you will ever make is when to begin your Social Security benefits.
Mar 24


March 23, 2026
Stocks fell sharply last week, with each of the benchmark indexes posting declines as rising energy prices, tensions in the Middle East, and renewed stagflation fears dampened risk sentiment.
Mar 23


OIL SPIKES: HOW BIG IS THE RISK?
Oil prices have surged due to conflict-related risks around the Strait of Hormuz, temporarily interrupting a macro environment that had been trending in a favorable direction.
Mar 18


March 16, 2026
Wall Street saw a third straight week of losses as rising oil prices sparked inflation fears. Each of the benchmark indexes listed here declined as investors moved away from risk.
Mar 16
bottom of page
