Life & Planning
Do the midterms matter for your investments?
If you follow the financial news, you might have seen some headlines about the midterm electionsThe second year of the presidential cycle has historically produced some of the…
Read MoreWhat this year’s deficit could mean for your retirement
Washington has a debt problem, and it could affect your retirement income.The Headline That Deserves Your AttentionThe U.S. federal budget deficit reached $1.992 trillion for fiscal year 2026.1…
Read MoreWhat Enron Can Still Teach Us About Diversification
Twenty-five years ago this fall, one of America’s most celebrated companies began to unravel.You probably remember the name.Enron.Back in 2000, the energy giant was considered the country’s great…
Read MoreAre Bonds Still Worth Owning?
Bonds have a reputation for being the boring part of an investment portfolio.They’re supposed to provide a little stability.No drama, please!Well, the market apparently didn’t get the memo.Government…
Read MoreYour Portfolio is Only Part of the Picture
When you think about retirement planning, what comes to mind first? Your savings? Your investments? Whether your money will last? Those are the right questions. They’re just not the…
Read MoreShould We be Worried about Inflation?
“$6 for this?”You’ve probably had a moment like that lately.Maybe it was at the grocery store. Maybe it was when you filled up your car.You see the price, do…
Read MoreWhy are interest rates rising?
Everything has a price.A gallon of gas. A house. Your morning cup of coffee.Money has a price, too.And lately, that price has been going up.In August, the yield on…
Read MoreBad news is fast. Good news isn’t.
In mid-August, the S&P 500 closed at a new all-time high.1 Yet the record arrived quietly. There was no flood of breaking-news alerts. No sense that everyone needed to stop…
Read MoreHeadlines Change Faster than Plans
For a little while, it felt like the news was getting quieter. Tensions in the Middle East seemed to be easing.1 Drivers had gotten a little relief at the gas…
Read MoreWhat’s the Story Behind Trump Accounts?
If you’ve seen a few headlines about Trump Accounts lately, you may have noticed one thing:Nobody seems to explain them quite the same way.Depending on which article you’ve read,…
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