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Weekly Economic Update: January 21st 2025

Markets have an up-and-down week We set records on Monday for all three major U.S. indices, but we have yet to hit 7,000 on the S&P 500 and…

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Act Your Age - January 17th
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Weekly Economic Update: January 13th 2025

Market advances to start 2026 Markets started the first week of 2026 with a vengeance, with the Dow and S&P 500 setting new highs on both Tuesday…

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Financial Check-Up - January 10th
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Weekly Economic Update: January 6th, 2025

S&P 500 fails to reach 7,000 but still has above average year! The market petered out in the final week of 2025, and we failed to reach the 7,000…

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Weekly Economic Update: December 30, 2025

Q3 GDP is finally reported — and it was big! Thanks to the government shutdown in October and November, we didn’t get a chance to look at the…

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Weekly Economic Update: December 22, 2025

Markets waffle early in the first week after rate cut After the Federal Reserve cut rates for the third (and final) time in 2025, markets stumbled to…

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podcast
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Building a Better Retirement Team - December 20th
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guide
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Ultimate Legacy Planning Guide

Pass on more than just assets to the next generation. Download our free Legacy Planning guide to learn the essential strategies for avoiding probate, minimizing taxes, and ensuring your values endure along with your wealth.

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Weekly Economic Update: December 16th, 2025

Fed cuts rates but signals pause The debate over whether or not the Federal Reserve would cut rates at its final meeting of 2025 is finally over. The…

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Four Questions About Retirement - December 13th
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Weekly Economic Update: December 9th, 2025

Market comes back as final Fed meeting of 2025 looms The market has mostly completed its comeback after the valuations and rate-cut jitters that hit…

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Results 1-12 of 484