July 24th, 2026: Weekly Market Review
Please note: The full Weekly Market Review is in the PDF below. 1. This week brings a full slate of market-moving economic data alongside one of the busiest stretches of second-quarter earnings season, setting the stage for elevated volatility across [...]
Planning for Summer “Wow Moments” That Work With Your Financial Plan
A summer visit with children and grandchildren can become expensive quickly. Restaurant meals, admission tickets, souvenirs, and extra groceries may turn a long weekend into a much larger expense than expected. Yet the moments family members talk about years later [...]
July 17th, 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 several market-moving reports that will shape expectations for interest rates, inflation, and corporate earnings.Investors will focus on Retail Sales, Housing [...]
July 10th, 2026: Weekly Market Review
Please note: The full Weekly Market Review is in the PDF below. 1. This week's economic calendar was relatively light, but several reports still carried meaningful market implications. Investors digested the June Trade Balance, wholesale inventories, weekly jobless claims, existing home sales, and [...]
July 2nd, 2026: Weekly Market Review
Please note: The full Weekly Market Review is in the PDF below. 1. Last week's labor market data provided another sign that hiring remains resilient despite slower economic growth... Investors will now shift their focus to this week's employment data, which will help [...]
4 Small Ways Retirees Can Prepare for Unexpected Expenses This Summer
Summer can be one of the most enjoyable seasons in retirement. Family visits, beach trips, cookouts, time with grandchildren, and last-minute travel plans can all create meaningful memories. But summer can also bring unexpected expenses that do not always show [...]
