Articles & Market Commentary

WEEK OF OCT. 21 THROUGH OCT. 25, 2024 The S&P 500 index slipped 1% for its first weekly decline since early September as investors dissected companies' quarterly results. The market benchmark ended the week at 5,808.12, its first decline...

How you’ve spent your time and your money. How you’ve saved, gifted, and invested. It increases the risks of things out of your control - like inflation, interest rates, health care, and the economy. And it brings to light stuff you’ve not had to...

Surprising or not, Medicare is more complicated than you may think. Your decisions affect your retirement plan as much as your health plan.  Did you know: Medicare is not automatic enrollment.  You may have to sign up for it within...

Some people plan for retirement, and others retire. Especially in these times, it can be very tempting to take off a few years, or stop working altogether. Besides having enough money, what else should you be thinking about? Retire with purpose rather...