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Weekly Market Insights | Mixed Week After Ceasefire
Stocks were mixed last week as investors gauged potential outcomes of the Middle East conflict amid an ongoing ceasefire.The Standard & Poor’s 500 Index rose 0.55 percent, while the Nasdaq Composite Index advanced 1.50 percent. By...
Read MoreWeekly Market Insights | Mixed Week After Ceasefire
Stocks were mixed last week as investors gauged potential outcomes of the Middle East conflict amid an ongoing ceasefire.The Standard & Poor’s 500 Index rose 0.55 percent, while the Nasdaq Composite Index advanced 1.50 percent. By...
Read MoreWeekly Market Insights | Wall Street Reacts to Middle East Conflict.
Stocks ended a challenging week lower as investors' attention shifted from updates on ceasefire talks to concerns about the economic impact of a protracted conflict.The Standard & Poor’s 500 Index lost 2.12 percent, while the Nasdaq...
Read MoreSpousal and Survivor Benefits
How Spousal and Survivor Benefits Work in Social SecuritySocial Security offers financial support not only to retirees but also to their spouses and survivors. Spousal benefits are designed to support spouses who may not have their own...
Read MoreWeekly Market Insights | Markets Dizzied by Rapid Reports
Another volatile week unfolded as rapid developments in the Middle East and public comments from leaders on the conflict see-sawed markets, leaving investors struggling to keep up with updates.The Standard & Poor’s 500 Index lost 1.89...
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Weekly Market Insights | AI Report, Inflation Provoke Rocky Week
Stocks fell last week amid concerns about artificial intelligence (AI) and a warmer-than-expected reading of wholesale inflation. The Standard & Poor’s 500 Index fell 0.44 percent, while the Nasdaq Composite Index declined 0.95 percent...
Read MoreWeekly Market Insights | Roller Coaster Week Leads Dow to Milestone
Stocks were mixed last week, with broad gains on Monday and Friday bookending midweek selling pressure as investors digested earnings results from more than 100 S&P 500 companies.The Standard & Poor’s 500 Index ended the week roughly...
Read MoreWeekly Market Insights | Markets Await Q4 Reports
Markets ended a short but eventful week slightly lower amid geopolitical tensions and fresh tariff threats. However, constructive economic news appeared to buoy spirits as the week progressed.The Standard & Poor’s 500 Index fell 0.35...
Read MoreBeware of Phantom Debt Collectors
Bad Actors Use Scare Tactics to Net MillionsIn late 2024, the Federal Trade Commission (FTC) took action against a debt collector in the state of Georgia, reportedly using fear and harassment to fool several individuals into paying off...
Read MoreWeekly Market Insights | Santa Brings Joy for the DJIA
Stocks posted solid gains in an action-packed week of market-moving economic data, geopolitical news, and bullish new year sentiment.The Standard & Poor’s 500 Index gained 1.57 percent, while the Nasdaq Composite Index added 1.88...
Read MoreWeekly Market Insights | Santa Arrives on Wall Street
Stocks delivered for investors last week as positive economic data and bullish holiday cheer powered the start of a “Santa Claus rally” past consumer bah humbug sentiment.The Standard & Poor’s 500 Index rose 1.40 percent, while the...
Read MoreWeekly Market Insights | Stocks Take Flight for Holiday Week
Stocks pushed higher over the holiday week as investors' hopes for a Fed rate adjustment drove bullish sentiment. The Standard & Poor’s 500 Index rose 3.73 percent, while the Nasdaq Composite Index rallied 4.91 percent. The Dow Jones...
Read MoreWeekly Market Insights | Washington D.C. Resumes Business
Stocks ended mixed after a nail-biting week for investors, who grew anxious over megacap tech valuations and interest rates as the government shutdown came to an end. The Standard & Poor’s 500 Index edged up 0.08 percent, while the...
Read MoreWeekly Market Insights | Tough Week for Tech Stocks
Stocks hit a rough patch last week as fresh labor market data, low consumer sentiment, and the ongoing government shutdown unnerved investors. The Standard & Poor’s 500 Index declined 1.63 percent, while the Nasdaq Composite Index...
Read MoreGovernment Shutdown Update
As the government shutdown lingers, we are answering more questions about, “How long is this going to last?” We can only point to history as a guide. Since 1976, we’ve experienced 20 shutdowns, averaging eight days in length. The...
Read MoreWeekly Market Insights | Markets Rise, Fed Cautious
Stocks rose last week as trade developments, positive Q3 corporate results, and momentum in megacap tech drove another rally, despite some cautious comments from the Fed. The Standard & Poor’s 500 Index gained 0.71 percent, while the...
Read MoreWeekly Market Insights | Happy Q3 Results in Upbeat Market
Stocks rose last week thanks to a full slate of upbeat third-quarter corporate results and mild inflation data, which helped soften concerns over trade tensions with China. The Standard & Poor’s 500 Index gained 1.92 percent, while...
Read More2026 Federal Tax Updates Announced
When the One Big Beautiful Bill (OBBB) Act was passed on July 4, the legislation left several unanswered questions that the IRS is now addressing. The IRS undergoes this process every year, but this time around, the OBBB has added to...
Read MoreWeekly Market Insights | Trade Concerns Halt Stock Rally
Stocks fell last week amid concerns about trade with China, following an unsteady rally to record highs over the first half of the week. The Standard & Poor’s 500 Index fell 2.43 percent, while the Nasdaq Composite Index declined 2.53...
Read MoreYour Money vs. Inflation
In a world where what you buy can often be more expensive, this month's chart provides some hard data. Take a look at how everyday grocery staples have evolved over the past 45 years: In other words, what you choose to buy impacts...
Read MoreWeekly Market Insights | Stocks Advance, Despite D.C. Shutdown
Stocks rose last week, looking past the government shutdown and apparently discounting any impact it may have on the economy. The Standard & Poor’s 500 Index moved up 1.08 percent, while the Nasdaq Composite Index rose 1.32 percent....
Read MoreWeekly Market Insights | Stocks React to Powell Comments, Potential Government Shutdown
Stocks fell last week, buffeted by concerns about stock price valuations and a possible government shutdown. The Standard & Poor’s 500 Index declined 0.31 percent, while the Nasdaq Composite Index lost 0.65 percent. The Dow Jones...
Read More3 Critical Words: Adjusted for Inflation
“Adjusted for inflation” is a phrase you may think isn’t important. But when you see it in action, you might change your mind. Let’s examine how “adjusted for inflation” has affected a couple of tax rules and their impact on Social...
Read MoreIs Social Security Going to Run Out in Your Lifetime?
We get regular updates on the Social Security trust fund. The Social Security Board of Trustees announced that the trust funds had revenue to pay full benefits until 2035. Generally speaking, the headline’s tone is very grim and...
Read MoreWeekly Market Insights | Fed Cuts Short-Term Interest Rates
Stocks posted solid gains last week, propelled by the Fed’s decision to cut short-term interest rates. The Standard & Poor’s 500 Index rose 1.22 percent, while the Nasdaq Composite Index climbed 2.21 percent. The Dow Jones Industrial...
Read MoreWeekly Market Insights | Stocks Rise Ahead of Fed Meeting
Stocks posted a solid gain last week, riding a rally in megacap tech stocks while overcoming interest rate anxiety, a downward revision to jobs data, and mixed inflation reports. The Standard & Poor’s 500 Index rose 1.59 percent,...
Read MoreTax Act 2025: Something for Everyone
There’s something for everyone in the One Big Beautiful Bill Act of 2025. In fact, the Tax Foundation calculated that the new law avoided a tax hike on 62 percent of tax filers in 2026. In dollars and cents, that works out to almost...
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