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What Real-Time Data Says About the Economy

Most economic reports are released with a delay, which means investors are often looking at what happened weeks or even months ago after economists have had time to gather the data. The Federal Reserve's Weekly Economic Index helps fill that gap by providing a more...

3 Financial Planning Questions with Higher Gas Prices

Rising Gas Prices, Inflation, and Your Financial Plan The national average price of a gallon of gasoline has climbed above $4.50, up nearly 50% since the start of the U.S.-Iran conflict in late February. The cause is a global oil supply disruption. Approximately 20%...

Weekly Market Recap

Markets traded higher for a sixth consecutive week, extending the rally that began in late March and pushing several major indexes to new highs. Technology and growth stocks led the advance. The Nasdaq gained nearly +4%, outpacing the S&P 500 and small-cap stocks,...

April Monthly Roundup

Market Commentary | May 1, 2026 Monthly Roundup Executive Summary April’s markets told a story of relief rather than resolution. Diplomatic breakthroughs fueled a concentrated rally that erased all the first quarter’s losses, with the S&P 500, Nasdaq, and Russell...
3 Financial Planning Questions with Higher Gas Prices

3 Financial Planning Questions with Higher Gas Prices

Rising Gas Prices, Inflation, and Your Financial Plan The national average price of a gallon of gasoline has climbed above $4.50, up nearly 50% since the start of the U.S.-Iran conflict in late February. The cause is a global oil supply disruption. Approximately 20%...

Weekly Market Recap

Weekly Market Recap

Markets traded higher for a sixth consecutive week, extending the rally that began in late March and pushing several major indexes to new highs. Technology and growth stocks led the advance. The Nasdaq gained nearly +4%, outpacing the S&P 500 and small-cap stocks,...

April Monthly Roundup

April Monthly Roundup

Market Commentary | May 1, 2026 Monthly Roundup Executive Summary April’s markets told a story of relief rather than resolution. Diplomatic breakthroughs fueled a concentrated rally that erased all the first quarter’s losses, with the S&P 500, Nasdaq, and Russell...

Monthly Client Update

Monthly Client Update

April delivered a powerful rebound across financial markets, with equities surging to new highs as geopolitical tensions eased and investor sentiment improved. Following a volatile March, the S&P 500 Index posted a strong recovery, driven largely by gains in...

Market Commentary

Market Commentary

Markets moved higher for a fourth consecutive week, with the S&P 500 and Nasdaq both closing at fresh all-time highs for the second week in a row. The pace of the rally slowed, however, and the gains were uneven beneath the surface. Small-cap stocks outperformed...

Weekly Market Recap

Weekly Market Recap

Markets absorbed a failed ceasefire deal and a U.S. naval blockade of Iranian ports to close at a new all-time high. The S&P 500 gained nearly +3%, extending an 11-session V-shaped recovery. The Nasdaq set its own record, gaining nearly +5% as growth and...

Weekly Market Recap

Weekly Market Recap

Stocks traded higher for a second consecutive week as a ceasefire announcement between the U.S. and Iran triggered the strongest single-day rally in roughly a year. The S&P 500 gained +3.7%, the Nasdaq rose +4.2%, and the Russell 2000 returned +4.3%. Most of the...

Making Sense of HSAs and FSAs 

Making Sense of HSAs and FSAs 

With family health insurance premiums rising 297 percent since 2000, averaging over $25,000 annually, some employees feel the squeeze. Deductibles, too, have jumped nearly 50 percent over the last decade, further increasing out-of-pocket expenses. In this environment,...

How Will Working Affect Social Security Benefits? 

How Will Working Affect Social Security Benefits? 

In a recent survey, 75% of current workers stated they plan to work for pay after retiring.1 And that possibility raises an interesting question: how will working affect Social Security benefits? The answer to that question requires an understanding of three key...