Understanding Tax Projections
Tax projections are one part of tax planning for retirement and can support decisions that shape your broader financial picture. Instead of waiting for surprises during tax season, a projection gives you an estimate of your upcoming tax liability based on the income...
Tax Planning for Retirement
Taxes look different once you step into retirement. Your income comes from new places, bracket thresholds feel less predictable, and financial decisions can have ripple effects across several years. Understanding how taxes work in retirement can help you feel more...
Weekly Market Update – December 12, 2025
Quick Takes Friday’s AI-led selloff left the S&P 500 and Nasdaq negative for the week. However, the small-cap Russell 2000 and non-US stocks bucked the trend and advanced for the week. Still, the S&P and Russell both set new all-time highs on Thursday, the...
Monthly Market Update – November 2025
Key Takeaways BROAD-BASED BUT MILD RALLY November 2025 was marked by a mix of volatility and cautious optimism as investors navigated the conclusion of the record-long US government shutdown, shifting monetary policy expectations, and growing scrutiny of Artificial...
Weekly Market Update – December 5, 2025
Quick Takes Stocks moved higher, ending just shy of record highs, as investors wait for the Federal Reserve’s interest-rate cut decision this week. The S&P 500 added +0.3%, while the small-cap Russell 2000 gained +0.8%, and the tech-heavy Nasdaq Composite advanced...
Weekly Market Update – November 28, 2025
Quick Takes After its worst week since October the previous week, last week the S&P 500 rallied +3.7%, which was its best week since May. The tech-heavy Nasdaq Composite and the small-cap Russell 2000 were up +4.9% and +5.5%, respectively. Futures pricing now...
Women and Wealth: Building Financial Security with Confidence
Financial planning is personal for everyone, but many women face unique financial dynamics shaped by earnings patterns, caregiving seasons, longevity, and the rising likelihood of retiring solo. Understanding these realities creates space to plan intentionally and to...
Weekly Market Update – November 21, 2025
Quick Takes Wall Street posted its worst week since early October, with the S&P 500 falling -2.0% for the week. The small cap Russell 2000 fared better but still declined -0.8%, while the Nasdaq Composite dropped -2.8% from its heavy weighting in technology...