Running a business comes with countless responsibilities — managing operations, supporting employees, driving growth, and planning for the future. Yet one area many business owners delay or overlook is establishing the right retirement plan. Whether you are self-employed, running a…
Read More
The Future of Artificial Intelligence in Financial Planning
Technology continues to reshape nearly every industry, and financial planning is no exception. In recent years, artificial intelligence (AI) has begun playing an increasingly important role in how financial professionals analyze data, build strategies, and deliver insights to clients. While…
Read More
May 22, 2026 Market Recap & Outlook: Eight Straight Weeks of Gains, as Markets Climb Every Wall of Worry
The U.S. equity market posted its eighth consecutive weekly gain on Friday, May 22, with the Dow Jones Industrial Average closing at a new all-time record, as a convergence of extraordinary AI earnings, late-week oil price declines on Iran peace…
Read More
May 15, 2026 Market Recap & Outlook: Bond Markets Revolt, as Inflation Refuses to Yield
A week that began with the confirmation of a new Federal Reserve chairman ended with a global bond rout that is rewriting assumptions about where interest rates are headed. The April consumer price index, released Tuesday, showed inflation running at…
Read More
Long-Term Care Costs: Protect Your Nest Egg Effectively
It is not an easy scenario to think about, which is exactly why so many people avoid it. A couple spends decades building a solid retirement portfolio. They save consistently, invest wisely, and enter retirement feeling secure. Then a serious…
Read More
May 8, 2026 Market Recap & Outlook: Markets Rally on Diplomacy Hopes, Iran Talks Collapse Over the Weekend
Equity markets staged a broad rally this week, with the S&P 500 gaining 2.4% as diplomatic optimism around a potential Strait of Hormuz resolution briefly pulled oil prices sharply lower and lifted risk appetite across global markets. The 10-year Treasury…
Read More
May 1, 2026 Market Recap & Outlook: Big Tech Delivers, Energy Pressures Mount
An extraordinary week for corporate earnings, headlined by blockbuster results from Alphabet, Amazon, Meta, Microsoft, and Apple, propelled the S&P 500 to a 0.9% weekly gain, lifting the index’s year-to-date return to 6.0%. The Federal Reserve held interest rates unchanged…
Read More
April 24, 2026 Market Recap & Outlook: Resilience at Home, Uncertainty Abroad
U.S. equity markets closed the week on a constructive note as a solid first-quarter earnings season provided a counterweight to escalating tensions in the Strait of Hormuz and lingering trade-policy uncertainty. The S&P 500 gained 0.6% for the week, extending…
Read More