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Insights
2026 Outlook: 7 Key Themes for Long-Term Investors
2026 Outlook: 7 Key Themes for Long-Term Investors

Markets are strong, headlines are loud, and nerves are creeping in. History suggests the biggest risk isn’t what investors fear—it’s how they react. Here are seven themes shaping the year ahead.

The Week in Review: December 15, 2025
The Week in Review: December 15, 2025

A quarter-point cut was expected. What surprised investors was Powell’s careful signal that the Fed may pause next—while keeping the door open if growth or jobs weaken. Stocks hit new highs. What’s the market really reacting to, and what could force the Fed’s hand next?

College Payment Strategies: Where Should the Money Come From?
College Payment Strategies: Where Should the Money Come From?

College costs can feel overwhelming—but the real question isn’t just how much, it’s how to pay. With smart planning, the right mix of savings, financial aid, and strategic withdrawals can make higher education far more affordable than the sticker price suggests. Here’s how to navigate your options with confidence.

3 Tax Planning Opportunities Before December 31
3 Tax Planning Opportunities Before December 31

As retirement approaches, the focus shifts from growing your nest egg to drawing from it wisely. With RMD deadlines, tax brackets, and charitable strategies all in play, even small decisions can have big financial consequences. This quick read breaks down what to know before December 31 — and how smart planning today can pay off for years to come.

The Week in Review: December 8, 2025
The Week in Review: December 8, 2025

Holiday shoppers came out roaring this year. Despite gloomy sentiment surveys, Americans clicked, tapped, and lined up in record numbers—turning Black Friday and Cyber Monday into a spending surge that defied expectations. But is all this holiday hustle overshadowing the season’s deeper meaning?

2026 Important Numbers
2026 Important Numbers

As the new year approaches, key tax and retirement limits are shifting again. Our 2026 Important Numbers guide brings all the must-know updates—clear, concise, and right at your fingertips—so you can plan with confidence and stay ahead of the curve.

10 Subtle Signs You Might Be Ready to Retire
10 Subtle Signs You Might Be Ready to Retire

Retirement rarely arrives with a lightning bolt—more often, it whispers. If you’ve been feeling subtle shifts in energy, purpose, or patience at work, these quiet cues may be pointing toward your next chapter.

Charitable Giving: Advanced Strategies for Year-End Planning
Charitable Giving: Advanced Strategies for Year-End Planning

’Tis the season for generosity—and smart planning. New tax rules and year-end deadlines make 2025 a pivotal moment to rethink how you give.

The Week in Review: December 1. 2025
The Week in Review: December 1. 2025

Shoppers keep swiping, but confidence keeps sinking. Here’s what’s driving the contradiction at the heart of the consumer economy.

Understanding Credit Market Risks and Maintaining Investment Perspective
Understanding Credit Market Risks and Maintaining Investment Perspective

Shadow banking is back in the spotlight — but is it a crisis or just noise? Here’s what long-term investors should really take away.

The Week in Review: November 17, 2025
The Week in Review: November 17, 2025

Despite the longest government shutdown on record, markets barely blinked. Here’s why investors stayed calm — and what it means for the road ahead.

Claiming Social Security: What’s a Break-Even?
Claiming Social Security: What’s a Break-Even?

Claim early or wait it out? Discover how understanding your Social Security “break-even” point can help you make the smartest call for your future.

The Week in Review: November 10, 2025
The Week in Review: November 10, 2025

The economy’s still got a heartbeat — even if the data monitor’s gone dark. Here’s what private-sector clues are telling investors about jobs, markets, and tech’s latest wobble.

Should I Change My Medicare Coverage During Open Enrollment?
Should I Change My Medicare Coverage During Open Enrollment?

When was the last time you reviewed your Medicare plan? This simple flowchart helps you decide if it’s time for a switch.

Social Security Adjustments and Investment Strategy
Social Security Adjustments and Investment Strategy

You’ve worked hard for your retirement—now make sure it works for you. Explore strategies to stay ahead of inflation and protect your income for years to come.

The Week in Review: November 3, 2025
The Week in Review: November 3, 2025

Two cuts in, but is the Fed tapping the brakes again? Powell’s latest remarks hint at a possible pause — here’s what it could mean for markets.

Health Insurance Tax Credits and the Government Shutdown: What to Know
Health Insurance Tax Credits and the Government Shutdown: What to Know

Even when the government shuts down, your coverage doesn’t have to. Discover how to protect your Marketplace plan and tax credits.

Will I Avoid Medicare Enrollment Penalties?
Will I Avoid Medicare Enrollment Penalties?

Medicare penalties can add up quickly if you miss key enrollment windows. Use this simple flowchart to see whether you qualify to avoid late enrollment costs — and ensure your coverage starts on time.

The Week in Review: October 27, 2025
The Week in Review: October 27, 2025

Gold’s meteoric rise has taken investors by surprise — soaring past $4,000 an ounce despite a stable dollar. What’s fueling the rally, and how long can it last?

What Issues Should I Consider With My Employer-Provided Benefits?
What Issues Should I Consider With My Employer-Provided Benefits?

Are you making the most of your employer-provided benefits? From retirement plans to medical coverage, life insurance to stock options — this quick checklist helps you uncover smart strategies, avoid costly oversights, and boost your financial well-being.

Understanding Market Volatility Amid Trade Tensions and Tariff Uncertainty
Understanding Market Volatility Amid Trade Tensions and Tariff Uncertainty

When headlines spark fear, perspective matters. Discover why market dips driven by trade disputes can be a long-term investor’s ally.

The Week in Review: October 20, 2025
The Week in Review: October 20, 2025

Is This Bull Market Just Getting Started? Since bottoming out in October 2022, the S&P 500 has surged 86%—making this one of the strongest three-year runs since WWII. How does it stack up against history's longest bull markets? What’s fueling the rise—and what could bring it to a halt? Let’s break it down.

Am I Eligible For Social Security Benefits As A Spouse?
Am I Eligible For Social Security Benefits As A Spouse?

Don’t leave benefits on the table! This easy-to-follow chart helps you determine if you’re eligible for Social Security as a spouse, divorced spouse, or caregiver.

The Week in Review: October 6, 2025
The Week in Review: October 6, 2025

Headlines scream “Shutdown!”—but the markets? Barely a shrug. Discover why investors focus on fundamentals, not Washington drama.

Managing Market Bubble Concerns in Today's Investment Environment
Managing Market Bubble Concerns in Today's Investment Environment

With markets at record highs and AI stocks surging, bubble fears are back. But history shows that chasing (or dodging) bubbles often distracts from what matters most—building long-term wealth. Are today’s conditions really a bubble, or just another chapter in the market cycle?

The Week in Review: September 29, 2025
The Week in Review: September 29, 2025

The Fed just cut rates for the first time this year—will history repeat itself? See how past rate cuts shaped the S&P 500, and what it could mean for markets now.

Understanding Dividend Investing in Today's Low-Yield Environment
Understanding Dividend Investing in Today's Low-Yield Environment

While today’s record markets and low yields may tempt investors to overlook dividends, history shows they’ve been a cornerstone of long-term returns. Here’s why dividends still matter—and how to strike the right balance in your portfolio.

Educating the Next Generation About Family Wealth Management
Educating the Next Generation About Family Wealth Management

With an estimated $124 trillion transferring to younger generations by 2048, families face a critical challenge: equipping heirs with the knowledge, values, and responsibility to manage wealth wisely.

The Week in Review: September 22, 2025
The Week in Review: September 22, 2025

After months of speculation, the Fed delivered a 25 bp rate cut. Why now, and what does it signal for inflation, jobs, and future policy?

What Important Issues Should I Consider Regarding Changes Made By The OBBBA?
What Important Issues Should I Consider Regarding Changes Made By The OBBBA?

Big tax law changes are coming in 2025—and they could impact everything from your charitable giving to buying a home or even your next car. Here’s what you need to know now to get ahead.

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8400 East Crescent Parkway , Suite 420 ,
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