Market Insights

Timely insights for you on retirement, investing, the economy and life.
, CFP® |
CFP®
The One Big Beautiful Bill and You
On July 4, the One Big Beautiful Bill was signed into law at a White House ceremony. This domestic policy bill extends the 2017 tax...
, CRPC®, Certified Senior Advisor (CSA)®
CSA conferred by Society of Certified Senior Advisors.
CRPC conferred by College for Financial Planning. |
CRPC®, Certified Senior Advisor (CSA)®
CSA conferred by Society of Certified Senior Advisors.
CRPC conferred by College for Financial Planning.
How Insurance Deductibles Work
An insurance deductible is the amount you, the insured, pay before any claim is paid by your insurance carrier. Depending upon the type of insurance,...
, CFP® |
CFP®
What Assets Have Traditionally Done Best in a Weaker Dollar
The U.S. dollar is a cornerstone of the global economy, but its value fluctuates. When the exchange rate of the U.S. dollar weakens, it creates...
Impacts on Future Social Security
A significant piece of legislation, the One Big Beautiful Bill Act (OBBB), has been signed into law in the United States, bringing financial adjustments that...
, CFP® |
CFP®
Exploring the Federal Student Grant Program
You may have heard of the Free Application for Federal Student Aid, or FAFSA, if you or someone you know has plans to attend a...