Insights
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 [...]
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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 [...]
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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 [...]
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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 [...]
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ABLE Accounts For Disability Are Expanding In 2026
Achieving a Better Life Experience (ABLE) accounts, established in 2014, provide a vital financial tool for individuals with disabilities. These tax-advantaged [...]
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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 October 2025 Market Update: There’s Gold in Them Thar Hills
Wealth Taxes Don’t Work
Wealth taxes, which impose levies on an individual’s net worth rather than income, have been proposed in various countries as a tool to reduce inequality and fund [...]
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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. [...]
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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 [...]
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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 [...]
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Recent posts
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Year-End 2025 Market Update: The Sun Sets, But Markets Shine On
December 21, 2025 -
Gen Z Prefers Social Security Benefit Cuts To Tax Hikes
December 14, 2025 -
Gen Xers Face Retirement Saving Gap Without A Plan
November 21, 2025 -
Americans Want Passion Projects and Adventure in Retirement
November 9, 2025 -
ABLE Accounts For Disability Are Expanding In 2026
October 30, 2025 -
October 2025 Market Update: There’s Gold in Them Thar Hills
October 7, 2025
