Weekly Market Update – August 29, 2025
Quick Takes A late-summer selloff on Friday turned the S&P 500 Index and Nasdaq Composite Index negative for the week, but only slightly so. Still, the S&P 500 managed to make its 19th and 20th record high closes before Friday’s fall. The small cap Russell...
Weekly Market Update – August 22, 2025
Quick Takes Last week was a mostly sleepy and downside-biased week for stocks, until Friday morning’s speech from Federal Reserve Chairman Jerome Powell at the Fed’s annual symposium in Jackson Hole, Wyoming. Dovish comments by Powell immediately sparked stocks...
Weekly Market Update – August 15, 2025
Quick Takes The S&P 500 Index slipped -0.3% on Friday after setting three straight record highs on Tuesday, Wednesday, and Thursday. In the end, the benchmark U.S. index was up for a second straight week with a +0.9% gain. The week saw several countertrend moves....
Monthly Market Update – July 2025
Key Takeaways UNCERTAINTY RETREATS, SENTIMENT RECOVERS U.S. equities rose in July, driven by positive developments including tariff agreements, passage of the budget bill, resilient economic data, and a strong start to Q2 earnings season. The S&P 500 gained +2.2%,...
Weekly Market Update – August 8, 2025
Quick Takes The S&P 500 was up +2.4% for the first full week of August, its best week since June 27, leaving it just a third of a point away from its July 28 record closing high. The tech-heavy Nasdaq was up +3.9% and achieved a fresh record high on Friday to...
What You Should Know About Medicare Before You Enroll
Medicare is a cornerstone of retirement health care, but that doesn’t mean it’s easy to navigate. With multiple parts, deadlines, and decisions to make, it’s common to feel overwhelmed by your options. Whether you’re approaching 65 or helping a family member prepare,...
What to Know Before You File for Social Security
Filing for Social Security is one of the most important retirement decisions you’ll make. And while the process might seem straightforward, the reality is that when and how you file can significantly impact your retirement income. Whether you’re nearing...
Elder Law Basics
Elder law brings legal, financial, and health planning together so your wishes stay front and center. Putting the proper documents in place now can help you stay independent and ease the burden on loved ones. Why Elder Law Matters for Estate Planning Estate planning...