Oct. 23rd, 2026: Weekly Market Review
Please note: The full Weekly Market Review is in the PDF below. 1. This week's economic data continues to highlight growing weakness in the U.S. housing market, where 30-year fixed jumbo mortgage rates have climbed as high as 7.4%, bringing activity [...]
Medicare Open Enrollment for 2027: What Retirees Should Review
Every fall, as Medicare Open Enrollment approaches, retirees’ mailboxes fill up with plan notices, brochures, and reminders about next year’s health coverage. It’s easy to set it all aside and assume last year’s plan will work just fine. But Medicare [...]
Oct. 16th, 2026: Weekly Market Review
Please note: The full Weekly Market Review is in the PDF below. 1.This week's economic calendar brings several market-moving reports that could influence the direction of equities, Treasury yields, and expectations for the Federal Reserve's next move... 2.THE MAIN STORY [...]
Retirement by Design: How to Plan Your Retirement Lifestyle and Align Your Finances with the Life You Want
Picture the first Tuesday morning after you've stopped working. Where are you? Who's with you? What are you looking forward to that afternoon? For many people approaching retirement, those questions are harder to answer than the ones about account balances, [...]
Oct. 6th, 2026: Weekly Market Review
Please note: The full Weekly Market Review is in the PDF below. 1. Markets have returned to the familiar “bad news is good news” environment that often develops when the Federal Reserve is in a tightening cycle. At this stage, [...]
Oct. 2nd, 2026: Weekly Market Review
Please note: The full Weekly Market Review is in the PDF below. 1.This week’s economic calendar is packed with high-impact data, with inflation remaining the biggest concern for investors. Wednesday’s PCE report will be closely watched... 2. THE MAIN STORY THIS [...]
