Author: Kurt Leeney
Author
Year-End 2025 Market Update: The Sun Sets, But Markets Shine On
Whose bingo card had 2025 up strong double-digits after a nearly -20% loss to start the year in Q1? Not us, I can tell you that! But markets have a strange way of... Read more.
Gen Z Prefers Social Security Benefit Cuts To Tax Hikes
The Social Security program, a cornerstone of American retirement security since 1935, faces an existential crisis. With the trust fund projected to deplete by the... Read more.
Gen Xers Face Retirement Saving Gap Without A Plan
Generation X, born roughly between 1965 and 1980 and now aged 45 to 60, stands at the precipice of retirement with mounting anxiety. As the first cohort to rely... Read more.
Americans Want Passion Projects and Adventure in Retirement
Traditional images of retirement—quiet days on a golf course or leisurely afternoons in a rocking chair—are fading. A growing number of Americans envision their... Read more.
October 2025 Market Update: There’s Gold in Them Thar Hills
What a difference a couple quarters can make. It was a six short months ago that it seemed the markets were headed for disaster. Many investors were pulling money... Read more.
Frozen Housing Market No More: The Thaw
As October 2025 unfolds, the U.S. housing market remains locked in a delicate balance between persistent affordability challenges and tentative signs of recovery.... Read more.
Government Shutdown: A Partisan Stalemate
The United States federal government entered a partial shutdown at 12:01 a.m. EDT on October 1, 2025, marking the 11th such impasse in modern history and the third... Read more.
Federal Reserve Cuts Interest Rates for the First Time in a Year
On September 17, 2025, the Federal Open Market Committee (FOMC) announced a landmark decision: a 25-basis-point cut to the federal funds rate, bringing the target... Read more.
Late Summer Market Update: Pick Your Poison
A Sentiment Driven Market Is this a positive environment, or a negative one for the markets? It really depends on who you want to believe. In a sense, this is a... Read more.
Modest Inflation Pushes Estimated Social Security COLA Higher
The Social Security Cost-of-Living Adjustment (COLA) is a critical mechanism that helps millions of Americans maintain their purchasing power amid rising prices.... Read more.