August 28th, 2026: Weekly Market Review
Please note: The full Weekly Market Review is in the PDF below. 1.The final week of August is giving investors plenty to digest. Recent economic data continue to paint a mixed picture, with consumer confidence weakening while housing activity has remained [...]
5 Small Lifestyle Changes That Could Have a Big Impact on Your Retirement Costs
Most conversations about lowering retirement costs open with something drastic. Sell the house. Move to a state with no income tax. Go back to work part time. Give up the trips you spent thirty years looking forward to. Those are [...]
August 20th, 2026: Weekly Market Review
Please note: The full Weekly Market Review is in the PDF below. 1.This week’s economic calendar is relatively light, but several high-impact reports could influence the outlook for growth and interest rates, including the FOMC minutes, jobless claims, Philadelphia Fed manufacturing [...]
August 14th, 2026: Weekly Market Review
Please note: The full Weekly Market Review is in the PDF below. 1.This week’s economic calendar was packed with high-impact data, but Wednesday’s July CPI report was the key event for markets. Headline CPI increased just 0.1% month-over-month, while core CPI [...]
5 Ways to Leave a Lasting Legacy That Goes Beyond What’s in Your Will
Most people think of a legacy as a number on a balance sheet: the house, the investment accounts, the amount listed in a will. But the families who feel most at peace with their legacy plan tend to think about [...]
August 7th, 2026: Weekly Market Review
Please note: The full Weekly Market Review is in the PDF below. 1. This week’s economic data painted a mixed but still resilient picture of the U.S. economy. ISM Manufacturing rose to 55.6, while ADP private payrolls increased by only [...]
