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...
Weekly Market Update – August 1, 2025
Quick Takes Friday was the worst day, and concluded the worst week, for Wall Street since late May, as investors sold stocks following a combination of trade developments and weak jobs data. The S&P 500 Index was down -2.5% and the small cap Russell 2000 Index...
Weekly Market Update – July 25, 2025
Quick Takes Strong corporate earnings and favorable trade deals set a positive tone for investors throughout the week and propelled stocks to more record highs. The S&P 500 and Nasdaq Composite closed at record highs again. For the week, the S&P was up +1.5%,...
Weekly Market Update – July 18, 2025
Quick Takes Solid earnings reports, encouraging economic data, and robust retail sales fueled further all-time highs for the S&P 500 and Nasdaq Composite. For the week, the S&P was up +0.6%, the Nasdaq closed +1.5% higher, and the small-cap Russell 2000 Index...
How to Protect Your Finances from Scams, Fraud, and the Unexpected
When most people think about protecting their finances, they picture strong passwords, antivirus software, or keeping a close eye on account activity. But some of the most powerful safeguards aren’t digital, they’re human. Financial scams are becoming...