This month, we’re going to jump into a corner of the Treasury market that, for the most part, has not historically been reserved for individual investors. But it may be creating some headwinds for investors. We’re talking about the 30-year Treasury bond. Institutions such as pension funds, insurance companies, and endowments more commonly own the […]
Tremors in treasuries Read More »
A healthy retirement requires more than a well-diversified portfolio. It also requires a plan to manage healthcare costs, navigate Medicare, and prepare for potential long-term care needs. For many retirees, healthcare may be their largest expense. While Medicare provides an important safety net, it does not cover every medical expense, and out-of-pocket costs can add
Making Sense of Your Healthcare Options in Retirement Read More »
How new 2026 rules can affect the way you give to charity Charitable giving can be about much more than writing a check. With the right strategy, your charitable gifts can support the organizations and causes you care about while also fitting into your broader financial, tax, and estate plans. The One Big Beautiful Bill
14 Smart Charitable Giving Strategies Under the OBBBA Read More »
For about three months, the S&P 500 Index has been stuck in a fairly tight trading range. Yet, beneath the surface, there has been no shortage of market drama. Much of it can be seen in the action of the PHLX Semiconductor Index. Well known among active traders, the index receives far less attention from
Chips Ahoy – An August Market Update Read More »
Whether you are raising young children or looking ahead as a grandparent, the soaring cost of higher education may already be on the radar. Even if it isn’t a daily concern, there’s no escaping the reality that earning a four-year degree now requires a significant financial commitment. Depending on the university, many first-year students are
Building a College Fund—Smart Ways to Save Read More »
The $1,000 federal starter deposit has generated plenty of headlines, but that’s only one part of the story. Before opening a Trump Account for your child or grandchild, it’s important to understand who qualifies, how contributions work, how the account is taxed, when a Roth IRA conversion may make sense, and how it compares with
Six Things Families Should Know About Trump Accounts Read More »
This comprehensive, handy reference guide rounds up market returns and economic data as of June 30, 2026. Market performance includes data for a wide variety of asset classes, sectors, indexes, and more. The economic data includes interest rates, GDP, inflation, and labor statistics. This year’s stock market rally was briefly interrupted in March by the
2026 Markets: First Half in Numbers Read More »
In 2025, about 63 million American adults were providing ongoing care for a child or another adult with a medical condition or disability, according to AARP’s Caregiving in the U.S. Research Report. That is nearly one in four adults nationwide, and it’s a significant 45% increase since the Caregiving in the U.S. study was last
Navigating Caregiving: Practical Ideas for a Complex Role Read More »
As of June 22, the market capitalization of the U.S. stock market totaled $81 trillion, according to Deutsche Bank and Bloomberg. China is a distant second at $16 trillion, followed by Japan at $9 trillion. Even China stands in the shadow of just seven fast-growing U.S. firms—the so-called Magnificent Seven—with a combined market capitalization of
Celebrating 250 Years of the American Spirit Read More »