One year ago, the One Big Beautiful Bill Act (OBBBA) became law, introducing one of the most significant federal tax overhauls in recent years. While much of the early attention focused on the legislation itself, the conversation has now shifted…
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July 24, 2026 Market Recap & Outlook: Oil Crosses $100 as the War Finds a Second Sea. Tesla and Alphabet Rattle the Megacaps.
The July 24, 2026 Market Recap saw investors navigate rising oil prices, geopolitical uncertainty, major corporate earnings, and renewed questions surrounding Federal Reserve policy. The conflict expanded to the Red Sea as Houthi militants declared a maritime embargo and attacked…
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Aging in Place: Can Your Retirement Plan Support Staying Home?
For many Americans, retirement isn’t about finding a new place to live—it’s about continuing to enjoy the home they’ve already built. After years of creating memories, building equity, and becoming part of a community, it’s no surprise that many retirees…
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July 17, 2026 Market Recap & Outlook: Inflation Finally Cools, the Banks Deliver, and the AI Trade Cracks.
The July 17, 2026 Market Recap written by Matthew Rice, CFA, CAIA, Chief Investment Officer at Goldstone Financial Group, reflected a week shaped by several closely watched economic developments, including new inflation data, the start of second-quarter earnings season, and…
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Finding Purpose in Retirement: Five Ways to Make the Most of Your Time
For decades, finding purpose in retirement wasn’t the primary concern. Retirement planning often centered around one important question: “Will I have enough money to retire?” It’s an important question—but once retirement begins, many people discover another question deserves just as…
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July 10, 2026 Market Recap & Outlook: The Ceasefire Breaks. The Market Doesn’t. A Record Listing Opens Earnings Season.
The peace between Washington and Tehran came apart this week: Iran attacked three commercial vessels in the Strait of Hormuz, the United States answered with strikes on roughly 80 targets, and oil jumped 5%. Equities climbed anyway behind a powerful…
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Mid-Year Retirement Checkup: 4 Financial Reviews to Help Keep Your Retirement Plan on Track in 2026
The halfway point of the year is an excellent opportunity to pause, reflect, and evaluate your financial progress with a mid-year retirement checkup. Just as an annual physical helps monitor your health, a mid-year retirement checkup can help determine whether…
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June 26, 2026 Market Recap & Outlook: A Rotation Week. Growth Falls, Value Holds, Bonds Rally.
Large-cap technology and emerging markets gave back ground while value, mid-caps, and real estate advanced, as the Strait of Hormuz standoff dragged on and the Fed’s preferred inflation gauge hit a three-year high. The U.S.-Iran agreement was tested again over…
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250 Years of Adventure: Why National Parks Belong on Your Retirement Bucket List
Celebrate America’s 250th birthday by exploring one of its greatest treasures. As America celebrates its 250th birthday in 2026, there’s no better time to rediscover one of our nation’s greatest gifts: its National Parks. For generations, Americans have worked hard,…
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