Articles

Artificial Intelligence and Inflation: What Investors Should Know

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Artificial intelligence (AI) is becoming increasingly integrated into businesses and the broader economy. While much of the discussion has focused on technology and investment, AI could also influence inflation by affecting productivity, business costs, wages, and consumer demand. One potential effect of AI is greater productivity. Businesses may be able to automate certain processes, analyze […]

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Interest Rates: Where Do They Stand Today?

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Interest rates remain an important factor for households, businesses, and investors. The Federal Reserve continues to balance inflation against economic growth, while longer-term Treasury yields have recently moved significantly higher. At its September 16, 2026 meeting, the Federal Reserve raised its target federal funds rate by 0.25 percentage point to 3.75%–4.00%. The Fed noted that

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Tremors in treasuries

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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

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Making Sense of Your Healthcare Options in Retirement

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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

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14 Smart Charitable Giving Strategies Under the OBBBA

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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

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Building a College Fund—Smart Ways to Save

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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

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Six Things Families Should Know About Trump Accounts

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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

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2026 Markets: First Half in Numbers

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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

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