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Practical Guidance for the Financial Decisions That Actually Matter

Some financial decisions give you time. The ones that follow a major life change do not.

This is where Brad Blackburn writes about the moments Columbia families navigate most: the loss of a spouse, an inheritance, a business sale, retirement after a long career. Each post is written to help you understand your situation before you have to act on it.

Once a month, Brad also shares a candid perspective on what is happening in the markets and what it means for families managing significant wealth in South Carolina.

Start with whatever brought you here. If you are not sure where to begin, the most-read posts are a good place to start.

Tuesday, April 28, 2026

For Columbia families navigating a significant estate transition: the first 90 days are about preservation, not just paperwork. Discover how to manage complex assets and protect your legacy during this critical window.

Monday, April 13, 2026

Stocks rallied as ceasefire optimism outweighed inflation fears. 📈 With the S&P 500 up 3.5% and core inflation holding steady, here is what Columbia’s working professionals need to know about their wealth strategy this week.

Monday, April 6, 2026

Markets break a 5-week losing streak as March job growth surges. What do these shifts mean for your portfolio? Explore our latest update on market volatility and wealth management strategies for Columbia, SC.

Monday, March 30, 2026

Stocks ended a volatile week lower as global concerns shifted. 📉 From market corrections to new IRS filing tools for those on a fixed budget, catch up on the essential financial updates for Columbia, SC professionals here.

Monday, March 23, 2026

Markets are see-sawing as the Fed holds rates & Middle East tensions rise. For our Columbia, SC law firm partners & HNI clients: here is what this week’s 2% index drop means for your local investment strategy. #ColumbiaSC #Investing

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Tuesday, March 17, 2026

Moving to or retiring in Columbia, SC? Here’s the truth about how the Palmetto State treats your 401(k) withdrawals compared to federal law. #ColumbiaSC #RetirementTax

Tuesday, March 17, 2026

As Tax Day approaches, we understand the pressure many of you might be feeling to get everything in order. Whether you've been caught up in life's demands or simply need a bit of guidance to help you make the most of your tax situation...

Monday, March 16, 2026

Stocks faced a 3rd down week as Middle East tensions hit oil prices. With the FOMC meeting this week, Columbia investors should stay alert. Read our latest update on what this means for retirement strategy. #ColumbiaSC #Investing

Monday, March 9, 2026

Stocks fell as investors weighed Middle East tensions and a surprising jobs report. Crude oil saw its biggest weekly gain since 1983. Review the latest market trends and upcoming economic data with our weekly update for Columbia, SC.

Tuesday, March 3, 2026

Stocks slipped as AI disruption fears hit the S&P 500 and Nasdaq. With wholesale inflation (PPI) rising 0.5% in Jan, what does this mean for your portfolio? 📈 Read our latest analysis for Columbia, SC investors.

Monday, February 23, 2026

Tech-led momentum & the SCOTUS tariff ruling pushed stocks green last week, despite slowing GDP. See what Columbia, SC business owners need to know about this week’s earnings from NVIDIA, Home Depot, and more.

Wednesday, February 18, 2026

Your 1099 is here—but is your strategy ready for the 2026 reality? 🏛️ From the 3.99% flat tax trap to 21% insurance spikes, "fine" is an efficiency leak. Request a Legacy Audit.

Monday, February 16, 2026

Market Wrap: Stocks slipped last week as "AI disruption fears" hit financial & tech sectors. Despite a cooling CPI and a strong Jan jobs report, uncertainty remains. See what our Columbia, SC team is watching this week.

Monday, February 9, 2026

A historic week as the Dow closes above 50,000! 🚀 Despite midweek volatility and tech rotation, "buying the dip" saved the Friday finish. Next up: A delayed jobs report and Friday's CPI data.

Monday, February 2, 2026

Is your wealth strategy on autopilot? 🏛️ In 2026, "steady" is often a mask for inefficiency. Discover why Columbia’s leaders are moving beyond generic templates toward a Legacy Audit.

Monday, February 2, 2026

Stocks were mixed as the S&P 500 touched 7,000 for the first time. Our latest blog covers the January Fed meeting, Kevin Warsh’s nomination for Fed chair, and a preview of major earnings from Disney, Amazon, and Alphabet.

Monday, January 26, 2026

Stocks dipped this week as tariff talk and geopolitical tensions took center stage. Despite the volatility, small caps saw a historic 14-day streak. Check out what this means for Columbia, SC, investors as we head into a big earnings week.

Monday, January 19, 2026

Fed drama & policy shifts led to a volatile week, ending with modest losses for US stocks. 📉 S&P 500 dipped 0.38% vs. gains overseas. Up next: Netflix earnings & key inflation data. 📊

Monday, January 12, 2026

The Dow just hit 49,000 for the first time! Between AI momentum and a pivotal December jobs report, the new year is off to an action-packed start. What do these record highs mean for your 2026 strategy? Read our weekly breakdown.

Tuesday, January 6, 2026

I chose the Dyad model because you deserve a personalized strategy, not a corporate quota. It’s time to move beyond the branch.

Monday, January 5, 2026

Markets started 2026 with a twist as Fed minutes sparked profit-taking. Will the "Santa Rally" survive until Jan 5? Our Columbia, SC team breaks down the S&P 500 dip and what this week's jobs report means for you.

Tuesday, December 30, 2025

Deciding whether to buy or rent in the Columbia metro area? Our guide breaks down the financial pros and cons with data from the 2025 market.

Monday, December 29, 2025

Markets are closing 2025 on a high note. 📈 AI tech and a 4.3% GDP jump have powered the S&P 500 to new records. Is your portfolio ready for 2026? Read our latest weekly update for Columbia investors.

Monday, December 22, 2025

Inflation cooled to 2.7%, helping stocks recover from mixed jobs data. S&P 500 & Nasdaq gained; Dow slipped. Note: Markets closed Thursday for Christmas. Get the full recap here.

Tuesday, December 16, 2025

If you don’t define your legacy, the state will. Intestacy creates chaos, court costs, and public scrutiny for your heirs. This holiday, give your family the gift of clarity: a current Will. It’s not about death, it’s about protection.

Monday, December 15, 2025

The Fed cut rates & the market rotated! Tech slipped while the Dow & small caps hit new highs as investors moved toward value. What does this shift mean for your portfolio? Read our full weekly recap here.

Tuesday, December 9, 2025

Protect your partner, stepchildren, and chosen family with proper estate planning. Learn about beneficiary audits, QTIP trusts, and powers of attorney.

Monday, December 8, 2025

Stocks hit new records last week as inflation cooled, setting the stage for the Fed's final 2025 meeting. Read our latest Columbia, SC market update on the Russell 2000 and upcoming earnings.

Wednesday, December 3, 2025

The holidays are the perfect time to share your legacy—not just your assets. Transform anxiety into peace by discussing values and stories at the dinner table. Here are 3 gentle ways to start.

Monday, December 1, 2025

Stocks surged on Fed rate hopes and the AI trade. Our Columbia, SC financial planner breaks down the S&P 500/Nasdaq gains, consumer data, and what to expect with the PCE Price Index this week. Read the full weekly market update!

Monday, November 24, 2025

Market volatility is back. AI stock valuations and mixed jobs data drove the S&P 500 down 1.95%. What does the Fed's divided committee mean for your 2026 financial plan? Get our Columbia, SC wealth management analysis here.

Monday, November 17, 2025

Market Recap: Government shutdown ends, but tech valuation & interest rate fears remain. Get the key takeaways, upcoming earnings (NVDA, WMT), and economic data impacting your portfolio.

Tuesday, November 11, 2025

Are you an SC government employee in Columbia? Go beyond your state pension and learn how to build a robust financial plan for a secure future.

Monday, November 10, 2025

Stocks fell last week due to the government shutdown, weak consumer sentiment, and mixed labor data. See how the Dow, Nasdaq, and S&P 500 reacted and what Columbia, SC investors should watch for with CPI and PPI this week.

Thursday, November 6, 2025

A proactive checklist detailing 5 crucial financial moves: from maximizing employer 401(k) matches to utilizing FSA/HSA funds, to take in November to ensure a strong, stress-free year-end finish and a solid foundation for the new year.

Tuesday, November 4, 2025

A financial guide just for Prisma Health employees in Columbia. Learn how to optimize your benefits and build a financial fortress for your future.

Monday, November 3, 2025

Another week of gains! 📈 Stocks surged on trade talks and strong tech earnings, but the Fed tapped the brakes with rate comments. See the full Columbia, SC market recap!

Tuesday, October 28, 2025

From Forest Acres to Irmo, our guide to the cost of living in Columbia, SC helps families plan for housing, budgeting, and future expenses.

Monday, October 27, 2025

Market Rally! 📈 Stocks surged last week, with the S&P 500 & Dow hitting all-time highs thanks to solid Q3 corporate earnings and cooler inflation data. What's ahead for Columbia investors? Don't miss this week's key Fed meeting and .....

Saturday, October 25, 2025

Stop guessing on 2026 goals! Use the 4-Box Clarity Framework to audit your year's wins, traps, and limits now. Extract key insights to set smarter, more resilient strategies.

Tuesday, October 21, 2025

Stocks higher! Strong Q3 earnings from big banks pushed the S&P 500 up 1.70% despite a bumpy week of China trade jitters and a localized bank credit loss. See what's ahead this week, including Tesla and Netflix earnings!

Tuesday, October 14, 2025

For every Main Street entrepreneur in Columbia: A financial guide to turn your business dreams into a profitable, secure reality. Learn more!

Monday, October 13, 2025

An early-week rally that pushed stocks to record highs was erased by a sharp Friday sell-off. The reversal was driven by renewed trade tensions, including new U.S. tariffs and Chinese export controls on key materials vital to the tech...

Monday, October 6, 2025

This week, we review the market's surprising resilience and what it means for Columbia, SC, investors' portfolios. Despite the government shutdown, the stock market had a strong week, with the S&P 500, Nasdaq, and Dow all posting gains...

Tuesday, September 30, 2025

Expecting a new baby in Columbia? Our financial checklist covers everything from budgeting and insurance to saving for college with the Future Scholar 529 Plan.

Monday, September 29, 2025

Major indexes fell for the week of September 22-26, pressured by stock valuation concerns and a potential government shutdown, but Friday's in-line PCE inflation report sparked a rebound.

Monday, September 22, 2025

U.S. stock markets rallied last week, with the S&P 500, Nasdaq, and Dow Jones posting solid gains after the Federal Reserve cut short-term interest rates. The move, intended for "risk management," sparked gains in some indices..

Wednesday, September 17, 2025

Discover how a financial reset is about refreshing your plan without scrapping progress. Learn practical tips to tweak budgets, automate savings, and lead others through a confident recalibration this fall.

Monday, September 15, 2025

Last week, stocks posted solid gains, with the S&P 500 and Nasdaq hitting new highs. A rally in megacap tech stocks and AI optimism drove the market higher, overcoming mixed inflation data and Fed interest rate anxiety.

Friday, September 12, 2025

Are you facing financial decision fatigue? Learn the difference between urgent and important tasks, and use a simple framework to make smarter financial choices, avoid burnout, and build long-term plans.

Monday, September 8, 2025

A weekly market update for Columbia, SC. Stocks saw gains despite economic concerns, driven by megacap tech, while a weak jobs report raised questions about the economy.

Wednesday, September 3, 2025

A practical guide for individuals and businesses in the Carolinas on how to eliminate financial clutter and gain a clear view of their finances.

Tuesday, September 2, 2025

For investors in North and South Carolina, this weekly recap covers how mixed economic data and profit-taking influenced the market ahead of the holiday weekend. Get insights on the latest economic reports and what's to come.

Monday, August 25, 2025

A mixed week for stocks concluded with a powerful Friday rally, thanks to comments from Fed Chair Jerome Powell. While the Dow and S&P 500 ended the week up, the tech-heavy Nasdaq finished lower. The recap also highlights a rotation out...

Monday, August 18, 2025

Get the latest Columbia, SC weekly market update. Despite mixed inflation reports, major U.S. stock indices rose last week as investors look ahead to the Fed's September meeting. Find out what's driving the markets and what to watch for t

Tuesday, August 12, 2025

The Federal Reserve is caught between rising inflation and slowing job growth. This post breaks down the conflicting economic data from the latest PCE and jobs reports, and explores how market speculation is reacting.

Monday, August 11, 2025

Columbia, SC investors saw a solid week as stock markets rallied. Learn how rate adjustment hopes and positive Q2 corporate results drove the S&P 500, Nasdaq, and Dow higher, despite new tariffs.

Tuesday, August 5, 2025

A comprehensive, market update for investors in Columbia, SC, detailing the recent stock market decline and analyzing key economic data like GDP, PCE, and the latest jobs report - August 5, 2025.

Monday, July 28, 2025

Columbia, SC investors: Q2 earnings and new trade deals fueled market gains last week! Plus, discover surprising trends in national and local housing prices and what to watch for in the week ahead.

Thursday, July 24, 2025

When most people think about financial advisors, they picture someone who manages investment portfolios and discusses market performance. While investment management is certainly important, this narrow view misses the broader value...

Monday, July 21, 2025

SC investors: Stocks saw mixed results last week, navigating tariff concerns, upbeat corporate earnings, and key economic updates. Get insights on inflation, consumer spending, and upcoming economic data relevant to your financial planning.

Monday, July 14, 2025

Discover how fresh U.S. tariffs and a $4 trillion market cap milestone impacted stock performance last week. Get insights for your financial strategy in Columbia, SC.

Monday, July 7, 2025

Last week, trade optimism and a better-than-expected jobs report propelled all three major stock averages to modest gains, even during a shortened holiday week...

Wednesday, July 2, 2025

When you think about the institutions that have stood the test of time, nations, nonprofits, and mission-driven companies, one thing becomes clear: longevity isn’t fueled by luck, hype, or trend-chasing. It’s built on something more...

Tuesday, July 1, 2025

Last week, global ceasefire hopes and positive economic data drove stocks to new highs. The S&P 500, Nasdaq, and Dow all saw significant gains. Learn what this means for your investments in Columbia, SC.

Wednesday, June 25, 2025

We often chase "freedom" as limitless choices, unrestricted spending, and total autonomy. But after years guiding professionals and families through their financial journeys, I've seen that true freedom rarely resembles a blank check....

Monday, June 23, 2025

Last week, stocks in Columbia, SC and globally saw mixed performance due to geopolitical tensions. The S&P 500 dipped slightly, while the Nasdaq rose. The Fed held interest rates steady, but expressed inflation concerns. This week brings ke

Wednesday, June 18, 2025

Every day, we’re bombarded with choices: what to wear, what to eat, which emails demand our immediate attention. But there’s one area where the sheer volume of decisions can quietly drain our energy and erode our confidence more than...

Monday, June 16, 2025

Last week saw U.S. stock markets, including the S&P 500, Nasdaq, and Dow, experience declines due to a fluctuating mix of U.S.-China trade developments, economic reports, and escalating geopolitical tensions in the Middle East.

Wednesday, June 11, 2025

You cleared your calendar. You booked the trip. You finally made it to that lounge chair by the pool… but your brain didn’t get the memo. Instead of resting, you're quietly panicking: Can we really afford this? Should I have moved that...

Monday, June 9, 2025

Columbia, SC investors: Stocks gained last week as strong jobs data & easing trade tensions boosted markets. The S&P 500 topped 6,000! Get your local market insights.

Wednesday, June 4, 2025

You shouldn’t have to check your bank account from a beach chair. Here’s how to build a financial system that works while you’re away. The Gift of True Vacation For many, summer is a season of adventure—family road trips, far-flung...

Monday, June 2, 2025

Columbia, SC financial advisor's blog on the past week's stock market surge, fueled by EU trade talks and strong tech earnings. Get insights on inflation, upcoming economic data, and key company earnings reports.

Thursday, May 29, 2025

The rise of online trading platforms and investment apps has made DIY investing more accessible than ever. The appeal is clear: lower fees, more control, and the satisfaction of calling the shots. But managing your own portfolio isn’t...

Tuesday, May 27, 2025

Last week, stocks moved lower as fiscal concerns and new tariff threats loomed. The S&P 500, Nasdaq, and Dow all fell. Get the full market recap and a look at the week ahead.

Thursday, May 22, 2025

The financial world has long been perceived as a male-dominated industry, but women have been making significant contributions and breaking barriers for centuries. From early investors to modern-day CEOs, women have shaped the...

Wednesday, May 21, 2025

Go beyond numbers in retirement planning. Learn how to balance values, liquidity, and legacy to live richly today while building a lasting impact for tomorrow. Discover intentional strategies for your future.

Monday, May 19, 2025

Stocks surged! Discover last week's market rally driven by trade news and tame inflation. S&P 500, Nasdaq, and Dow Jones erase year-to-date losses. Stay informed on key economic data this week.

Friday, May 16, 2025

Most boards don’t plan to neglect their endowment, but many do. With fiscal year-end approaching, here’s a smarter way to align, structure, and grow your fund. As we approach fiscal year-end, more nonprofits are realizing that vague...

Tuesday, May 13, 2025

Investing shouldn't look the same at 25 and 50 because life doesn't look the same. Your investment strategy should be as dynamic as your life, adapting to your changing goals, risk tolerance, and time horizon.

Monday, May 12, 2025

Navigating market volatility? This week's financial blog from your Columbia, SC Financial Advisor breaks down last week's mixed stock performance (Dow, S&P 500, Nasdaq) amid trade concerns and the Fed's interest rate update. Stay informed!

Thursday, May 8, 2025

Discover how your unique financial personality shapes your money habits, spending, and saving decisions. Learn to identify your financial personality type and use this self-awareness to create smarter strategies for financial success.

Monday, May 5, 2025

Upbeat corporate earnings and a solid jobs report fueled a stock market rally. This weekly review covers the gains, Q1 GDP dip, and upcoming economic data impacting investors in the Columbia, South Carolina area.

Monday, April 28, 2025

Want to understand Columbia's economic landscape? Follow local stock market updates, housing market shifts, and key economic releases here.

Wednesday, April 23, 2025

Money is more than just a tool for transactions—it’s deeply tied to our emotions, mental health, and relationships. Financial stress can feel overwhelming, but improving financial literacy offers a powerful way to regain control and...

Monday, April 21, 2025

Columbia, SC: Understand the latest stock market movements as Q1 corporate reports impact U.S. stocks. Learn about the S&P 500, Nasdaq, Dow, Fed Chair Powell's concerns on tariffs, and key economic data to watch this week.

Wednesday, April 16, 2025

Discover 10 essential financial concepts to boost your financial confidence during Financial Literacy Month. Start your journey to financial wellness today.

Monday, April 14, 2025

Navigate market volatility in Columbia, SC. This week's stock market analysis reveals a strong rebound amidst tariff talk and inflation news. Learn how rising bond yields and mortgage rates impact your finances.

Monday, April 7, 2025

Stocks plunged last week due to White House tariffs. Learn how these market shifts impact your investments and what to watch this week with insights from your Columbia, SC financial advisor.

Monday, March 31, 2025

Stay informed about recent market drops due to tariff and inflation news. Your Columbia, SC financial advisor explains the "noise vs. signal" and key economic data to watch this week.

Monday, March 24, 2025

Stocks gained last week after positive Fed comments snapped a losing streak. Learn about the S&P 500, Nasdaq, Dow, and upcoming economic data affecting your investments. Dyadic Financial Management | Columbia, SC | Blythewood, SC

Monday, March 17, 2025

Navigating market volatility in Columbia, SC? Get insights on recent drops, inflation concerns (like rising egg prices), and upcoming economic data. Stay informed!

Monday, March 10, 2025

Columbia, SC: Stay informed on market swings. US stocks fell on tariff news. Get key economickets rose. Key economic data released: CPI, PPI, jobs.

Monday, March 3, 2025

Economic update for Columbia, SC: National stock volatility with local insights. Track inflation, tariffs, & earnings. Understand how these trends affect Columbia's economy.

Monday, February 24, 2025

SC market watch: Stocks fell due to inflation and growth concerns. S&P 500 down 1.66%, Nasdaq 2.51%, Dow 2.51%. Consumer sentiment dropped. Economic updates & tax tips. Local investors, stay informed.

Thursday, February 20, 2025

As you and your partner approach retirement, assessing whether your nest egg is genuinely ready for the journey ahead is crucial. Let's dive into some key considerations to ensure you're prepared for a comfortable and secure retirement...

Monday, February 17, 2025

Stocks rose last week despite economic concerns. The S&P 500 gained 1.47%, Nasdaq 2.58%, Dow 0.55%, and MSCI EAFE 2.53%. Inflation data was hotter than expected. This week brings housing, jobs, and earnings reports.

Monday, February 10, 2025

Columbia, SC financial management update: Stocks dipped slightly last week amid tariff news, mixed jobs data, and Q4 earnings reports. Key economic data this week includes CPI, PPI, and retail sales. Earnings season continues with ...

Monday, February 3, 2025

Stay ahead of market fluctuations and emerging technologies like AI with expert financial guidance in Columbia, SC. Last week saw mixed market performance amidst news of AI breakthroughs, Q4 earnings reports, and Fed decisions....

Monday, January 27, 2025

The stock market rallied last week, with the S&P 500 gaining 1.74% and the Nasdaq Composite rising 1.65%. Investors reacted positively to a number of factors, including better-than-expected corporate earnings reports, developments...

Monday, January 20, 2025

Stocks rose last week, fueled by positive economic data and corporate earnings reports. The S&P 500 rose 2.91%, the Nasdaq gained 2.45%, and the Dow Jones Industrial Average jumped 3.69%. Investors welcomed signs that inflation may be...

Monday, January 13, 2025

The stock market experienced a decline for the second consecutive week, primarily driven by concerns about inflation. Strong job growth added to these concerns as it reduces pressure on the Fed to cut rates. Higher Treasury yields ...

Monday, December 30, 2024

Stocks saw modest gains last week, with the S&P 500 up 0.67%, the Nasdaq rising 0.76%, and the Dow adding 0.35%, while the MSCI EAFE Index climbed 1.54%. Early-week tech gains were tempered by Friday’s profit-taking. Holiday spending grew 3

Monday, December 23, 2024

Stocks fell last week as investors worried about the Federal Reserve's plans to raise interest rates. The S&P 500 lost nearly 2%. Despite the decline, stocks are still on track for a strong year.

Monday, December 16, 2024

Stocks ended the week mixed. The S&P 500 fell 0.64%, Nasdaq rose 0.34%, and Dow Jones dropped 1.82%. Inflation data impacted the market, with relief over in-line numbers followed by concerns about a spending slowdown. The Fed meeting ...

Monday, December 9, 2024

Stock markets were mixed in the first week of December. Tech stocks surged while the Dow Jones Industrial Average fell. The S&P 500 and Nasdaq rose on strong jobs report, while the Dow Jones fell.

Monday, December 2, 2024

The stock market had a strong week despite a short holiday trading period. All major indexes closed higher, with the S&P 500 and Dow Jones reaching record highs..

Monday, November 25, 2024

Stocks rose last week despite headwinds, with the S&P 500 up 1.68%. Year-end optimism and strong consumer data fueled the rally. Small-cap stocks outperformed large-caps. Look out for key economic data and earnings reports this week...

Monday, November 18, 2024

Caught between raising children and caring for aging parents, the 'Sandwich Generation' faces a unique set of challenges in today's fast-paced world. This growing demographic finds itself juggling the demands of two generations,...

Monday, November 18, 2024

Stocks fall after post-election rally fizzles. Inflation worries and Fed comments cause market jitters. Dow down 1.24%, S&P down 2.08%, Nasdaq down 3.15%. Get upcoming economic data and earnings reports.

Monday, November 11, 2024

Stocks surged last week, driven by a Fed rate cut and post-election optimism. The S&P 500, Nasdaq, and Dow all saw significant gains. Key economic data, earnings reports, and Fed speeches are expected this week.

Monday, November 4, 2024

Stocks fell last week as mixed economic data and corporate earnings failed to impress. The S&P 500 fell 1.36%, the Dow dipped 0.15%, and the Nasdaq lost 1.5%. Investors are now focused on the Fed meeting this week to see how they react...

Thursday, October 31, 2024

Explore 5 financial 'rooms' this Halloween, turning money scares into smart moves. From student loans to retirement planning, discover tricks to avoid and treats to embrace. Learn how to navigate your financial haunted house with confidence

Monday, October 28, 2024

Explore last week's mixed stock market trends with updates on the S&P 500, Nasdaq, and Dow amid economic data and election jitters. Get insights on upcoming indicators, key earnings reports, and tips for desk stretches and tax credits.

Monday, October 21, 2024

Stocks posted modest gains last week, with quarterly earnings season in full swing and the election on the horizon. The Standard & Poor’s 500 Index increased 0.85 percent, while the Nasdaq Composite Index rose 0.80 percent. The Dow...

Monday, October 14, 2024

Stocks advanced last week despite mixed inflation data, lurching oil prices, and lingering anxiety about the Middle East. The Standard & Poor’s 500 Index gained 1.11 percent, while the Nasdaq Composite rose 1.13 percent. The Dow Jones...

Monday, October 7, 2024

Stocks were essentially unchanged last week as geopolitical tensions added some volatility to an otherwise quiet trading week. The Dow Jones Industrial Average was flat (+0.09 percent), while the Standard & Poor’s 500 Index ticked up...

Monday, September 30, 2024

Stocks moved higher last week, continuing to build on the momentum generated after the Federal Reserve decided to cut short-term rates by 0.50 percent. The Standard & Poor’s 500 Index gained 0.59 percent, while the Nasdaq Composite...

Wednesday, September 25, 2024

The ring is on your finger, and your heart is overflowing with excitement to begin this next chapter of life with your soulmate. You envision the perfect wedding day - the stunning venue, mouthwatering catered fare, and an...

Monday, September 23, 2024

Stocks moved higher last week after the Federal Reserve’s half-point rate cut, bolstered by multiple data points supporting a cooling but still strong economy and decelerating inflation. The Standard & Poor’s 500 Index gained 1.36...

Monday, September 16, 2024

Stocks rallied last week as investors received better-than-expected consumer and producer inflation data. The Dow Jones Industrial Average rose 2.60 percent, while the Standard & Poor’s 500 Index gained 4.02 percent. The Nasdaq...

Wednesday, September 11, 2024

Understanding opportunity cost is crucial for making informed financial decisions. This article explores the concept, its real-world applications, and how it impacts various aspects of our lives, from spending habits to career choices.

Monday, September 9, 2024

Stocks fell last week as soft economic data rattled investors focused on the Fed’s next move with interest rates. The Dow Jones Industrial Average lost 2.93 percent, while the Standard & Poor’s 500 Index dropped 4.25 percent. The...

Wednesday, September 4, 2024

Time is your most valuable asset when it comes to investing. While many factors influence investment success, the length of time your money is invested is arguably the most significant. Understanding Your Time Horizon Your investment...

Monday, September 2, 2024

There were mixed results for stocks last week as upbeat economic data and a critical Q2 corporate report shaped the week. The Dow Jones Industrial Average rose 0.94 percent, while the Standard & Poor’s 500 Index increased 0.24 percent...

Wednesday, August 28, 2024

Protect your future with our essential emergency fund checklist. Cover medical bills, car repairs, job loss, and more. Build a robust safety net for unexpected life events.

Monday, August 26, 2024

Stocks notched a solid gain as dovish comments from Federal Reserve officials boosted the market’s recovery from early August lows. The Standard & Poor’s 500 Index rose 1.45 percent, while the Nasdaq Composite added 1.40 percent. The...

Saturday, August 24, 2024

Market swings got you worried? You're not alone! But before you make any rash decisions, check out our latest article for key strategies to navigate volatility and protect your long-term investment goals...

Wednesday, August 21, 2024

Caught between raising children and caring for aging parents, the 'Sandwich Generation' faces a unique set of challenges in today's fast-paced world. This growing demographic finds itself juggling the demands of two generations,...

Monday, August 19, 2024

Stocks posted solid gains last week, buoyed by robust economic data and constructive comments from Fed officials. The Standard & Poor’s 500 Index rose 3.93 percent, while the Nasdaq Composite gained 5.29 percent. The Dow Jones...

Wednesday, August 14, 2024

Retirement savings are the cornerstone of financial security in our later years. They provide peace of mind and the promise of a comfortable life after we've stepped away from our careers. While most of us are well aware of the common...

Monday, August 12, 2024

Stocks ended last week with modest losses, masking a volatile five-day trading period that saw investors embrace recession concerns and then dismiss the slow-down talk as speculation as the week progressed. The Dow Jones Industrial...

Wednesday, August 7, 2024

Whether you're just starting a new job, launching a career, or getting a raise at your current gig, there's one crucial step to take first with your newfound income: Decide your non-negotiable monthly savings goal before budgeting for...

Wednesday, August 7, 2024

Markets fluctuate normally. Instead of panicking, focus on your long-term financial goals. Historical data shows markets always recover. Use this time to rebalance your portfolio or consider buying opportunities

Monday, August 5, 2024

Stocks fell broadly last week as investors looked past upbeat Fed comments and focused on disappointing corporate reports and weaker-than-expected economic data. The Dow Jones Industrial Average lost 2.20 percent, while the Standard &...

Wednesday, July 31, 2024

As retirement approaches, shift from accumulating to preserving wealth. Focus on capital preservation, diversify investments, and create a sustainable income strategy. Proactive planning and consulting a financial advisor will help ensure..

Monday, July 29, 2024

Stocks had a mixed, see-saw week as disappointing corporate reports unsettled investors who appeared to rotate away from some leading groups in favor of other names. The Dow Jones Industrial Average picked up 0.75 percent. Meanwhile,...

Thursday, July 25, 2024

Financial literacy is crucial, but many Americans lack basic knowledge. Teaching kids budgeting, saving, and spending fosters skills for a secure future. Start early with age-appropriate strategies to empower them for life.

Monday, July 22, 2024

Stocks were under pressure last week as investors appeared to rotate out of mega-cap tech stocks and into areas that may benefit from lower interest rates. The Standard & Poor’s 500 Index fell 1.97 percent, while Nasdaq Composite...

Tuesday, July 16, 2024

This guide helps freelancers and gig workers navigate financial challenges like variable income and lack of benefits. It covers budgeting, saving for retirement, managing taxes, and risk protection to build a secure financial future.

Monday, July 15, 2024

Stocks advanced last week as market leadership shifted amid fresh inflation data and quarterly corporate reports starting to roll in. The Standard & Poor’s 500 Index advanced 0.87 percent, while the Dow Jones Industrial Average picked...

Monday, July 8, 2024

Stocks steadily advanced over the holiday week thanks to strength in mega-cap tech issues and encouraging jobs data. The Standard & Poor’s 500 Index rose 1.95 percent, while the Nasdaq Composite Index added 3.50 percent. The Dow Jones...

Wednesday, July 3, 2024

Feeling overwhelmed by debt can be a heavy burden, weighing you down both financially and emotionally. The constant stress of juggling multiple payments, high-interest rates, and the persistent worry about your financial future can...

Monday, July 1, 2024

Stocks finished the last week of June and Q2 mixed as investors digested a fresh round of economic data. The Standard & Poor’s 500 Index slipped 0.08%, while the Dow Jones Industrial Average also dipped 0.08 percent. The tech-heavy...

Monday, June 24, 2024

Stocks edged higher over the four trading days last week, with the three major averages taking turns leading based on various economic and artificial intelligence (AI) news. The Dow Jones Industrial Average rose 1.45 percent–its best...

Monday, June 17, 2024

Stocks notched a solid gain last week, driven by the Fed’s decision, May's inflation report, and Apple’s AI-related news. The Standard & Poor’s 500 Index rose 1.58 percent, while the Nasdaq Composite picked up 3.24 percent. The Dow...

Monday, June 10, 2024

Stocks rose last week despite conflicting stories from economic reports. The Dow Jones Industrial Average inched up 0.29 percent while the Standard & Poor’s 500 Index powered ahead 1.31 percent. The Nasdaq Composite led, picking up 2...

Monday, June 3, 2024

Stocks edged lower in the final week of May as fresh news on economic growth and inflation failed to inspire investors. Stocks Slide Markets shrugged off news that the Q1 Gross Domestic Product was revised lower to 1.3 percent from...

Monday, May 27, 2024

Last week's stock performance was mixed, following investors' reaction to the Fed's May meeting minutes, while a handful of mega-cap tech companies created a buzz with their news. Market Splits Stocks began trading in a narrow band...

Monday, May 20, 2024

Stocks notched a solid gain last week in a mega-cap, tech-led rally bolstered by positive inflation news. Dow 40,000 The week began quietly as market averages traded in a tight range, awaiting fresh inflation news. On Tuesday, markets...

Monday, May 13, 2024

Stocks notched a solid gain last week as rate-cut expectations paced the rally as the Q1 earnings season wound down. Stocks Climb Steadily Monday opened with stocks picking up where they left off the prior Friday. Stocks were still...

Monday, May 6, 2024

Stocks notched a solid gain last week, rallying behind upbeat earnings, a dovish Fed, and mixed economic data. Stocks Pop, Drop, Then Rally Markets began the week with an upward bump as positive news from some mega-cap tech companies...

Monday, April 29, 2024

Stocks staged a choppy comeback last week as investors cheered positive earnings, led by mega-cap tech stocks. The rally came to pass despite fresh data showing a slowing economy and increasing inflationary pressures. Stocks Bounce...

Monday, April 22, 2024

Stocks fell for a third straight week, as Fed Chair Jerome Powell's mixed but upbeat message could not offset the anxiety caused by the Middle East conflict. Stocks Retreat Markets began the week rattled by further escalation in the...

Monday, April 15, 2024

Stocks fell last week as investors sorted through conflicting inflation reports and assessed geopolitical tensions. Inflation Spooks Markets On Wednesday, the March Consumer Price Index (CPI) report rattled markets, revealing that...

Friday, April 12, 2024

On April 6, 2024, Dyadic Financial had the honor of sponsoring and participating in an extraordinary event. This year Dyadic had two teams teams take part. The goal was to fundraise for Rylan and Wayland, two courageous children...

Monday, April 8, 2024

Stocks dropped last week as investors focused on “what's next” for interest rates after mixed comments from multiple Fed officials. Fed Officials Weigh In Stocks struggled out of the gate again last week, ending Monday and Tuesday in...

Monday, April 1, 2024

Stocks were narrowly higher for the week as investors digested mixed economic news about consumer confidence. All three of the major averages posted gains for Q1 2024. Stocks Finish Strong Markets slipped for the first half of the...

Monday, March 25, 2024

Stocks posted their best week of the year, sparked by news that the dovish Fed decided to keep rates steady and signaled three rate cuts were still possible this year. Stocks Bounce Back As widely expected, the Fed left rates...

Friday, March 22, 2024

Stocks fell for the second straight week on inflation concerns despite a report on consumer prices that was initially well received by investors. Stocks Slide Tuesday was the only bright spot during the week as stock prices rose after...

Friday, March 15, 2024

Stocks were down for the week as investors appeared to take some profits and traders parsed Fed Chair Jerome Powell’s Congressional testimony. Markets Wobble  Stocks had a rough start to the week, with the Dow, S&P 500, and...

Friday, March 8, 2024

Stocks extended their tech-led advance last week as signs of a resilient and still-enthusiastic consumer boosted momentum. Nasdaq Sets New High Stocks traded in a narrow band early in the week but ended the five-trading sessions with...

Friday, February 23, 2024

Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates. Stocks Snap Winning Streak Markets were quiet Monday but opened lower Tuesday in response to the...

Friday, February 16, 2024

The stock market experienced solid gains last week, concluding the trading week on a positive note, thanks to robust corporate reports and favorable inflation news; this propelled the S&P 500 Index to achieve a new record high at the...

Friday, February 2, 2024

Stocks continued their upward climb last week as excitement around big tech continued; positive economic reports stoked investors’ belief that the Federal Reserve has pulled off a soft landing. Stocks Power Ahead Big tech was...

Friday, January 26, 2024

Stocks finished higher last week, with big tech again leading amid lingering uncertainty over how continued economic strength would influence the Fed’s rate decision. Stocks Dip, Then Rally  Stock prices dropped early in...

Friday, January 19, 2024

Stocks pushed higher last week, led by big tech names and boosted by December inflation reports that were mixed but positive enough to shore up investor confidence in Fed rate cuts this year. Stocks Rock and Roll It was a rocky week...

Friday, November 10, 2023

Stocks ripped higher last week on a dramatic retreat in bond yields triggered by easing inflation and a slowing labor market. The Dow Jones Industrial Average jumped 5.07%, while the Standard & Poor’s 500 surged 5.85%. The...

Friday, November 3, 2023

Amid a busy week of corporate earnings reports, stocks slumped on cautious earnings guidance, fears of higher interest rates, and growing anxiety over the increasing amount of Treasury bonds and notes coming to market. The Dow Jones...

Friday, October 27, 2023

Rising bond yields and uncertainty over whether this was the close of the Fed’s rate-hike cycle dragged markets lower last week despite solid corporate earnings results. The Dow Jones Industrial Average sank 1.61%, while the...

Friday, October 20, 2023

Stocks ended mixed last week amid the outbreak of hostilities in the Middle East and higher-than-expected inflation data. The Dow Jones Industrial Average gained 0.20%, while the Standard & Poor’s 500 rose 0.45%. But the Nasdaq...

Friday, October 6, 2023

Rising bond yields and government shutdown fears left stocks in mostly negative territory for the week. The Dow Jones Industrial Average lost 1.34%, while the Standard & Poor’s 500 slipped 0.74%. The Nasdaq Composite index was...

Friday, September 22, 2023

Stocks ended the week roughly where they began as investors digested a mixed set of new economic data. The Dow Jones Industrial Average gained 0.12%, while the Standard & Poor’s 500 slipped 0.16%. The Nasdaq Composite index fell...

Friday, August 25, 2023

Stocks extended their August declines last week as higher yields and weak economic data out of China soured investor sentiment. The Dow Jones Industrial Average lost 2.21%, while the Standard & Poor’s 500 retreated 2.11%. The...

Friday, August 18, 2023

Positive inflation data failed to lift stocks from their August doldrums last week as economic data and a ratings downgrade soured investor sentiment. The Dow Jones Industrial Average added 0.62%, while the Standard & Poor’s 500...

Friday, August 11, 2023

Stocks retreated last week as bond yields increased following the Treasury's announcement indicating “a larger-than-expected funding need” and a downgrade in the federal government’s debt rating. The Dow Jones...

Friday, August 4, 2023

A Friday surge pushed stocks solidly into positive territory last week, ignited by cooling in an inflation gauge closely tracked by the Federal Reserve. The Dow Jones Industrial Average advanced 0.66%, while the Standard &...

Friday, July 28, 2023

Stocks moved to the rhythm of earnings season last week, initially rising on positive earnings surprises and faltering later in the week on key earnings disappointments.  The Dow Jones Industrial Average rose 2.08%, while the...

Friday, July 21, 2023

Better-than-expected updates last week on consumer and wholesale price inflation buoyed investor sentiment, driving stocks higher and lower bond yields. The Dow Jones Industrial Average rose 2.29%, while the Standard &...

Friday, July 14, 2023

Rising concerns about further rate hikes sent stocks lower to kick off the second half of trading.The Dow Jones Industrial Average lost 1.96%, while the Standard & Poor’s 500 retreated 1.16%. The Nasdaq Composite index...

Friday, June 23, 2023

Stocks climbed last week as reassuring inflation data boosted investor hopes that the rate-hike cycle was nearing an end amid fresh economic data pointing to continued economic resilience.The Dow Jones Industrial Average rose 1.25%,...

Tuesday, June 13, 2023

Here’s a riddle. “I’m a two-word phrase that we heard almost every day for two years, but it has dropped from almost all economic talk in 2023?”Answer: Supply chain.As you can see from the accompanying chart,...

Tuesday, June 6, 2023

Now that the debt ceiling negotiations are behind us and President Biden has signed the measure, what will Wall Street's wandering eye focus on next?Inflation? Interest rates? Recession? Artificial intelligence?More than likely,...

Friday, June 2, 2023

Markets moved in sync last week with perceived movement in debt ceiling talks, weakening early in the week and then surging on news of progress. A solid quarterly report and guidance from a mega-cap technology company helped with...

Friday, May 26, 2023

Stocks rallied last week, propelled by growing optimism over reaching a deal on raising the debt ceiling and avoiding a technical debt default by the U.S.The Dow Jones Industrial Average edged 0.38% higher, while the Standard &...

Tuesday, May 23, 2023

What is a bull market, and more importantly, who determines if we are in one? Technically speaking, a bull market is defined as a 20% gain in a stock market index, such as the Standard & Poor's 500, from a closing low.

Friday, May 19, 2023

Stocks were mixed last week as good inflation news was offset by mounting debt ceiling concerns and rekindled regional banking fears.The Dow Jones Industrial Average lost 1.11%, while the Standard & Poor’s 500 slipped 0.29%. The...

Tuesday, May 16, 2023

Would it surprise you to hear that investors have moved past worrying about inflation? They have, at least for now. Wall Street has shifted its attention to Washington’s budget negotiations and how the debt ceiling will be resolved.

Friday, May 5, 2023

Strong earnings from several mega-cap technology companies offset renewed regional banking jitters and weak economic data, leaving stocks higher for the week. The Dow Jones Industrial Average gained 0.86%, while the Standard &...

Friday, May 5, 2023

Financial markets can be challenging to understand. And when markets enter a “bad news is good news” cycle, it becomes even more challenging to follow along.

Friday, April 28, 2023

Stocks remained resilient last week amid mixed earnings reports, hawkish Fed-speak, and lingering recession fears, closing out the five trading days with small losses.The Dow Jones Industrial Average slipped 0.23%, while the Standard &...

Friday, April 21, 2023

The combination of an improving inflation outlook resulted in a week of uneven, albeit positive, performance, in which cyclical and financial stocks rallied while technology, real estate, and utilities lagged. The Dow Jones...

Monday, April 10, 2023

Stocks ended a shortened week of trading mixed amid revived recession fears on Wall Street triggered by weak economic data.The Dow Jones Industrial Average gained 0.63%, while the Standard & Poor’s 500 slipped 0.10%. The Nasdaq...

Friday, March 31, 2023

Modest gains in major market indices masked sharp volatility amid the uncertainty arising from mixed messages emanating from public officials and revived banking fears. The Dow Jones Industrial Average gained 1.18%, while the Standard...

Friday, March 24, 2023

Amid the reverberations of two U.S. banks being taken over by regulators and the spread of uncertainty to European banks, stocks trended higher last week on the strength of the technology sector. The Dow Jones Industrial Average was...

Monday, March 13, 2023

Stocks tumbled last week as investors reconsidered their interest rate expectations after Fed Chair Powell’s Congressional testimony that rates may need to go higher. Stocks also were rattled when a west coast bank was placed...

Monday, March 6, 2023

A late-week surge, triggered by reassuring Fed-speak, propelled stocks higher last week. The Dow Jones Industrial Average gained 1.75%, while the Standard & Poor’s 500 advanced 1.90%. The Nasdaq Composite index picked up 2.58% for...

Monday, February 27, 2023

Concerns over a firmer monetary policy were heightened by fresh economic data, touching off a climb in bond yields and a slide in stock prices last week. The Dow Jones Industrial Average skidded 2.99%, while the Standard & Poor’s...

Monday, February 13, 2023

Stocks drifted lower as a week of mixed earnings reports and resurgent worries over Fed monetary policy dragged on investor sentiment. The Dow Jones Industrial Average slipped 0.17%, while the Standard & Poor’s 500 declined...

Monday, February 6, 2023

Stocks were mixed last week following better-than-expected corporate reports and increasing optimism over a slowdown in interest rates. The Dow Jones Industrial Average edged lower, slipping -0.15%. The Standard & Poor’s 500 rose...

Monday, January 30, 2023

Stocks added to their early 2023 gains amid a busy stream of mixed corporate earnings results and conflicting economic data. The Dow Jones Industrial Average gained 1.81%, while the Standard & Poor’s 500 added 2.47%. The Nasdaq...

Monday, January 23, 2023

Stocks showed mixed results last week as recession fears resurfaced in response to weak economic data and a tepid start to a new corporate earnings season.  The Dow Jones Industrial Average skidded 2.70%, while the Standard &...

Tuesday, January 17, 2023

Stocks rallied last week thanks to fresh confirmation of inflation’s cooling trend and growing optimism that an inflation slowdown may provide the Fed with space to ease up on future rate hikes. The Dow Jones Industrial Average...

Tuesday, January 10, 2023

A strong Friday rally triggered by fresh signs of moderating inflation pushed stocks into positive territory to begin the new year. The Dow Jones Industrial Average rose 1.46%, while the Standard & Poor’s 500 advanced 1.45%....

Tuesday, January 3, 2023

In a holiday-shortened week, erratic trading left stocks marginally down for the week. The Dow Jones Industrial Average lost 0.17%, while the Standard & Poor’s 500 slipped 0.14%. The Nasdaq Composite index fell 0.30%. The MSCI...

Monday, December 19, 2022

Hawkish comments by the Fed and weak economic data heightened investors’ recession concerns and sent stocks lower last week. The Dow Jones Industrial Average lost 1.66%, while the Standard & Poor’s 500 retreated 2.08%. The...

Monday, December 12, 2022

Recession fears and concerns that the Fed may consider a longer rate-hike cycle sent stocks lower for the week. The Dow Jones Industrial Average dropped 2.77%, while the Standard & Poor’s 500 fell 3.37%. The Nasdaq Composite index...

Monday, December 5, 2022

Stocks ended higher last week as investors navigated the crosscurrents of a potential easing in future rate hikes and continued strength in the labor market. The Dow Jones Industrial Average edged 0.24% higher, while the Standard &...

Monday, November 28, 2022

Growing optimism that the Fed may be ready to ease future interest rate hikes sent stocks higher in a quiet trading week. The Dow Jones Industrial Average gained 1.78%, while the Standard & Poor’s 500 added 1.53%. The Nasdaq...

Monday, November 21, 2022

The stock market edged lower last week as it digested a crosscurrent of conflicting economic data and contrasting comments from Fed officials. The Dow Jones Industrial Average was flat (-0.01%), while the Standard & Poor’s 500...

Monday, November 14, 2022

A cooling inflation number ignited a powerful rally on Thursday, sending stocks to strong gains for the week. The Dow Jones Industrial Average gained 4.15%, while the Standard & Poor’s 500 added 5.90%. The Nasdaq Composite index...

Monday, November 7, 2022

Hawkish comments by Fed Chair Jerome Powell, following the announcement of another 75 basis points interest rate hike last week, cast a pall over financial markets, sending yields higher and stocks lower. The Dow Jones Industrial...

Monday, October 31, 2022

Stocks overcame poor earnings results from some of America’s largest companies to post gains last week as investors cheered positive earnings surprises, easing inflation and a rebound in economic growth. The Dow Jones Industrial...

Monday, October 24, 2022

A positive start to a new earnings season and late-week hopes for a near-term easing in Fed rate hikes lifted investors’ spirits and powered stocks to gains for the week. The Dow Jones Industrial Average jumped 4.89%, while the...

Tuesday, October 18, 2022

Stocks were mixed last week amid wide intra- and inter-day price swings, as technology shares bore the brunt of the downdraft. The Dow Jones Industrial Average gained 1.15% for the week. Meanwhile, the Standard & Poor’s 500...

Monday, October 10, 2022

A powerful two-day stock rebound cemented a positive week for investors as a new trading month began. The Dow Jones Industrial Average rose 1.99%, while the Standard & Poor’s 500 added 1.51%. The Nasdaq Composite index increased 0...

Monday, October 3, 2022

Rising recession fears and uncertainty in the bond and currency markets sent stocks to new 2022 lows last week. The Dow Jones Industrial Average declined 2.92%, while the Standard & Poor’s 500 slumped 2.91%. The Nasdaq Composite...

Monday, September 26, 2022

Last week, Fed Chair Powell said the U.S. would not tame inflation without economic pain. This week heightened recession fears and sent stocks broadly lower. The Dow Jones Industrial Average dropped 4.00%, while the Standard &...

Monday, September 19, 2022

A hotter-than-expected inflation report sent stocks sharply lower last week as investors faced the prospect of more aggressive interest rate hikes by the Federal Reserve for perhaps a longer period. The Dow Jones Industrial Average fell...

Monday, September 12, 2022

In a holiday-shortened week of trading, stocks posted healthy gains despite more tough talk on monetary policy from Fed officials.The Dow Jones Industrial Average rose 2.66%, while the Standard & Poor’s 500 gained 3.65%. The...

Tuesday, September 6, 2022

A comprehensive sell-off on Friday following comments by Fed Chair Jerome Powell drove stocks to losses for the week.The Dow Jones Industrial Average tumbled 4.22%, while the Standard & Poor's 500 dropped 4.04%. The Nasdaq Composite...

Monday, August 29, 2022

Stocks tumbled on Friday, sending stocks to a weekly loss after an otherwise quiet August week of trading.The Dow Jones Industrial Average slipped -0.16%, while the Standard & Poor’s 500 lost 1.21%. The Nasdaq Composite index...

Monday, August 22, 2022

Stocks tumbled on Friday, sending stocks to a weekly loss after an otherwise quiet August week of trading.The Dow Jones Industrial Average slipped -0.16%, while the Standard & Poor’s 500 lost 1.21%. The Nasdaq Composite index...

Monday, August 8, 2022

Stocks turned in a mixed performance last week as investors struggled with headlines suggesting that the Fed was unlikely to soon ease up on its current monetary tightening policy.The Dow Jones Industrial Average slipped 0.13%, while...

Tuesday, July 26, 2022

Stocks rallied last week as investor spirits lifted thanks to a better-than-expected start to the second-quarter earnings season.The Dow Jones Industrial Average gained 1.95%, while the Standard & Poor’s 500 added 2.55%. The...

Monday, July 11, 2022

In a holiday-shortened trading week, stocks rallied despite mixed economic data and vacillating energy prices and bond yields.The Dow Jones Industrial Average increased 0.77%, while the Standard & Poor’s 500 rose 1.94%. The...

Tuesday, June 28, 2022

Prospects of cooling inflation powered a rally in stock prices last week despite growing recession concerns.The Dow Jones Industrial Average gained 5.39%, while the Standard & Poor’s 500 climbed 6.45%. The Nasdaq Composite index...

Monday, June 13, 2022

A higher-than-expected inflation report triggered a sell-off on Friday, leaving stocks in the red for the week.The Dow Jones Industrial Average lost 4.58%, while the Standard & Poor’s 500 dropped 5.05%. The Nasdaq Composite index...

Tuesday, May 31, 2022

Stocks posted solid gains for the week, buoyed by the release of Fed meeting minutes and upbeat earnings from mid-size and discount retailers.The Dow Jones Industrial Average jumped 6.24%, while the Standard & Poor’s 500 advanced...

Monday, May 16, 2022

In a volatile trading week, stocks extended their losses as economic growth and inflation concerns soured investor sentiment. The Dow Jones Industrial Average dropped 2.14%, while the Standard & Poor’s 500 lost 2.41%. The Nasdaq...

Monday, May 2, 2022

On Friday, a sharp sell-off sent major stock market indices into negative territory for the week, capping a volatile close to April.

Monday, April 18, 2022

Tuesday, April 5, 2022

Stocks spent last week digesting the sharp gains of previous weeks as investors assessed a tightening yield curve, the war in Ukraine, and an uncertain outlook for economic growth and inflation.

Tuesday, March 22, 2022

Tuesday, March 8, 2022

War in Ukraine weighed on stocks as investors assessed the economic impact of continued hostilities, expanding economic sanctions, and potentially higher inflation due to rising oil prices and new stresses on the global supply chain.

Wednesday, February 23, 2022

Monday, February 7, 2022

Monday, January 24, 2022

Monday, January 24, 2022

Monday, January 10, 2022

Monday, December 13, 2021

A more benign reassessment of the possible economic risk posed by Omicron sent stocks sharply higher last week. The Dow Jones Industrial Average picked up 4.02%, while the Standard & Poor’s 500 advanced 3.82%. The Nasdaq...

Monday, November 29, 2021

News of a new, highly virulent COVID variant triggered a market sell-off on Friday, sending stocks into negative territory for the week.The Dow Jones Industrial Average slid 1.97%, while the Standard & Poor’s 500 slumped 2...

Monday, November 15, 2021

Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022.Staying put for 2022 are traditional Individual Retirement Accounts (IRAs)...

Monday, November 15, 2021

Stocks posted small declines last week as investors digested recent stock market gains and an unexpectedly high inflation read.The Dow Jones Industrial Average slid 0.63%, while the Standard & Poor’s 500 retreated 0.31%. The...

Monday, November 1, 2021

A fresh wave of positive corporate earnings surprises sent markets to new record highs last week.The Dow Jones Industrial Average increased 0.40%, while the Standard & Poor’s 500 rose 1.33%. The Nasdaq Composite index picked...

Monday, October 18, 2021

A strong opening to the third-quarter earnings season sparked a late week, broad-based rally that helped stocks finish the week with solid gains.The Dow Jones Industrial Average rose 1.58%, while the Standard & Poor’s 500...

Monday, October 4, 2021

Higher bond yields and a legislative stalemate in Washington, D.C., added up to losses for the week.The Dow Jones Industrial Average declined 1.36%, while the Standard & Poor’s 500 lost 2.21%. The Nasdaq Composite index fell...

Tuesday, September 21, 2021

Stocks weakened ahead of this week’s Federal Reserve meeting and amid persistent concerns about the Delta variant’s impact on the economy.The Dow Jones Industrial Average was flat (-0.07%), while the Standard &...

Tuesday, September 21, 2021

The Autumnal Equinox approaching on September 22 is a day with 12 hours of sunlight and 12 hours of darkness. This balance of day and night serves as a reminder of the change of seasons, and heralds the coming of fall colors and...

Tuesday, September 7, 2021

Stocks were mixed last week amid conflicting economic data and continued spread of Delta variant infections.The Dow Jones Industrial Average slipped 0.24% during the five trading days. But the Standard & Poor’s 500 tacked on...

Monday, August 23, 2021

Stocks turned lower last week amid the increasing probability of a Fed tapering, mixed economic data, and growing concerns about the economic impact of the Delta variant.The Dow Jones Industrial Average slumped 1.11%, while the...

Monday, August 23, 2021

Over the last year, many have seen their lives impacted by the COVID-19 pandemic. The ways in which we work, live, and communicate have drastically changed, to say the least.It’s difficult to predict what other aspects of life...

Wednesday, August 18, 2021

Looking past inflation figures and Delta variant trends, stocks last week found a way to climb higher and set fresh record highs in the process.The Dow Jones Industrial Average rose 0.87%, while the Standard & Poor’s 500...

Monday, August 2, 2021

The stock market posted small losses last week despite a very strong showing by corporate America.The Dow Jones Industrial Average slipped 0.36%, while the Standard & Poor’s 500 lost 0.37%. The Nasdaq Composite index dropped...

Monday, July 26, 2021

Overcoming a COVID-related economic growth scare, stocks moved higher amid a week of strong corporate earnings reports.The Dow Jones Industrial Average rose 1.08%, while the Standard & Poor’s 500 gained 1.96%. The Nasdaq...

Monday, July 26, 2021

The news keeps getting better for Social Security recipients.It's now projected that benefits will increase 6.1% in 2022, up from the 4.7% forecast just two months ago. That would be the most significant increase since 1983.1...

Monday, July 12, 2021

On July 6, oil prices reached a six-year high of $76.98 a barrel. This benchmark came as the Organization of the Petroleum Exporting Countries (OPEC) and allies failed to reach an agreement regarding an increase in production.1This...

Monday, June 28, 2021

Stocks reached new all-time highs last week as markets staged a strong rebound from the previous week’s declines.The Dow Jones Industrial Average rose 3.44%, while the Standard & Poor’s 500 picked up 2.74%. The Nasdaq...

Tuesday, June 15, 2021

Stocks ended the week mixed as investors appeared to shrug off a hotter-than-expected inflation report.The Dow Jones Industrial Average slipped 0.80%, while the Standard & Poor’s 500 advanced 0.41%. The Nasdaq Composite...

Tuesday, June 1, 2021

Optimism over the economic reopening and renewed enthusiasm for technology and other high-growth companies powered the stock market higher last week.The Dow Jones Industrial Average rose 0.94%, while the Standard & Poor’s...

Monday, May 17, 2021

Since the 1980s, unemployment rates have trended higher amongst men than women during a recession. In previous periods of economic downturn, this made sense. Male-dominated industries, like construction and finance, were typically...

Monday, May 17, 2021

A surge in consumer inflation unsettled investors, leading to a turbulent week of trading on Wall Street.The Dow Jones Industrial Average slipped 1.14%, while the Standard & Poor’s 500 fell 1.39%. The Nasdaq Composite index...

Monday, May 3, 2021

Stocks meandered around a flatline in a busy week of corporate earnings, ending the trading week slightly lower.The Dow Jones Industrial Average slid 0.50%, while the Standard & Poor’s 500 was flat (+0.02%). The Nasdaq...

Monday, April 19, 2021

Stocks reached record highs last week, riding the tailwind of improving economic data and a strong start to the earnings season.The Dow Jones Industrial Average rose 1.18%, while the Standard & Poor’s 500 gained 1.37%. The...

Monday, April 5, 2021

Overcoming a rocky start, stocks rallied into the close of a holiday-shortened week of trading as technology shares staged a powerful recovery and investors reacted positively to President Biden’s infrastructure spending...

Monday, March 22, 2021

Rising bond yields and improving economic conditions led to a choppy week of trading that ended in modest losses for investors.The Dow Jones Industrial Average fell 0.46%, while the Standard & Poor’s 500 declined 0.77%. The...

Monday, March 8, 2021

Stocks were mixed last week as rising bond yields and heightening inflation fears sent stocks on a wild ride, capped by a remarkable Friday afternoon rally.The Dow Jones Industrial Average gained 1.82%, while the Standard &...

Monday, March 1, 2021

On Monday, Feb. 22, the White House announced several changes to the Paycheck Protection Program (PPP) that went into effect on Wednesday, Feb. 24. These changes are intended to further target “the smallest businesses and those...

Tuesday, February 23, 2021

At this time last year, it was still unknown that a deadly global pandemic was on the rise, eventually stalling economic growth and sending crude oil prices into negative territory. But recently, oil prices have surged, with crude...

Monday, February 22, 2021

Rising bond yields dampened investor enthusiasm for high-multiple growth companies last week, sending market averages mostly lower in a holiday-shortened week of trading.The Dow Jones Industrial Average gained 0.11% for the week. But...

Tuesday, February 9, 2021

Stocks notched strong gains last week, paced by a string of solid economic reports and consensus-beating corporate earnings.The Dow Jones Industrial Average gained 3.89%, while the Standard & Poor’s 500 advanced 4.65%. The...

Wednesday, February 3, 2021

You may have heard the news about stocks for certain companies suddenly ballooning, quickly going from lunch money prices to several hundred dollars a share. In one case, the shares rose over 1700% since December 2020.1 So, what...

Monday, January 25, 2021

Anticipation of a new fiscal stimulus and improved vaccine distribution powered stocks to fresh record highs last week with technology stocks leading the way.The Dow Jones Industrial Average gained 0.59%, while the Standard &...

Monday, January 11, 2021

Shrugging off COVID-19 infections and the disruption at the Capitol on January 6, stocks powered higher to kick off a new year of trading.The Dow Jones Industrial Average gained 1.61%, while the Standard & Poor’s 500...

Tuesday, December 29, 2020

Stocks climbed higher amid the COVID-19 vaccine rollout and an improving outlook for a fiscal stimulus bill.The Dow Jones Industrial Average, which has lagged all year, gained 0.44%. The Standard & Poor’s 500 picked up 1.25%...

Tuesday, December 15, 2020

Stocks retreated last week on rising COVID-19 infections and slow progress on an economic relief bill.The Dow Jones Industrial Average dipped 0.57%, while the Standard & Poor’s 500 dropped 0.96%. The Nasdaq Composite index...

Monday, November 30, 2020

Stocks surged last week, ignited by another COVID-19 vaccine announcement, encouraging economic data, and the easing of political uncertainty.The Dow Jones Industrial Average rose 2.21%, while the Standard & Poor’s 500 added...

Monday, November 16, 2020

News of a COVID-19 vaccine ignited a rally in economically sensitive stocks and a broad retreat in technology companies last week, though enthusiasm was tempered by reports of rising new infections and fresh lockdowns.The Dow Jones...

Thursday, October 29, 2020

It should come as no surprise that the economy is the most crucial issue in the upcoming election.But here's something that may surprise you. More than 90% of investors say they plan to change their portfolio in the 12 months...

Tuesday, October 20, 2020

The upcoming election is prompting some people to reconsider their investment strategy.In fact, 45% of consumers with $100,000 or more investable assets expect to make changes to their portfolio due to the upcoming 2020 presidential...

Tuesday, October 20, 2020

Stocks treaded water last week amid fading prospects for a stimulus bill, fears of a second wave of COVID-19 cases, and increasing political and regulatory pressures on Big Tech companies.The Dow Jones Industrial Average added just 0...

Monday, October 19, 2020

On October 13, 2020, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 1.3 percent cost-of-living adjustment (COLA) for 2021. This adjustment will begin with benefits payable...

Tuesday, October 6, 2020

Stocks advanced last week, propelled by hopes that legislators may reach an agreement for a new fiscal stimulus package and optimism generated by a few corporate deal announcements and initial public offerings.The Dow Jones Industrial...

Tuesday, September 22, 2020

Stocks slipped as the technology sector remained under pressure and a mid-week announcement by the Federal Reserve failed to inspire investors.The Dow Jones Industrial Average declined 0.03%, while the Standard & Poor’s 500...

Monday, September 21, 2020

Due to COVID-19, Americans are spending more time at home than ever before, leading to a record amount of spending on home improvement.1It’s not that big of a surprise since many Americans now find their homes are doing triple...

Thursday, September 10, 2020

With all of the storm and stress of the year 2020, you’d be forgiven if you momentarily forgot that we’re due for another national election in November. Many states will be selecting governors, representatives, and...

Monday, July 6, 2020

If your stress and anxiety levels are reaching a breaking point, you’re not alone. A recent Kaiser Family Foundation (KFF) poll found 45 percent of adults in the United States are feeling worry and stress related to the coronavirus....

Thursday, July 2, 2020

2020 is destined to become an indelible chapter in American history. In just six months, we have suffered a pandemic, encountered economic and financial disruption, and tackled civil justice issues. After all that, we deserve a...

Monday, June 29, 2020

As coronavirus restrictions ease and businesses reopen, the American economy should gain steam. Data released in May and June, including employment, payroll, and manufacturing numbers, suggested the economy may have hit bottom in April...

Thursday, June 18, 2020

Break out the socks and neckties! It’s time to celebrate your dad. See what you know about Father’s Day by taking this quick trivia quiz: 1. When is Father’s Day in the United States? a. Second Sunday in Mayb. Third Sunday in Junec....

Wednesday, May 27, 2020

Life as we know it has changed dramatically during 2020. As the coronavirus spread across the United States, cities and states issued shelter-in-place orders to slow the spread of the coronavirus and prevent healthcare facilities from...

Thursday, May 21, 2020

At 3:00 p.m. local time on Monday, May 25, 2020, the National Moment of Remembrance takes place by silently thanking the men and women of the United States military who gave their lives for our country.1 Originally, Memorial Day was...

Thursday, May 7, 2020

Whether they stay at home or work for a company, moms rarely have just one job. They’re event planners, coaches, interior designers, chefs, art directors, judges (and juries), housekeepers, maintenance supervisors, network...

Wednesday, April 15, 2020

If you have ever been flattened by a rogue wave while fishing or sunbathing on the shore, you probably recognize the emotional responses that have accompanied the pandemic wave crashing across the United States – shock, anxiety, and...

Thursday, March 12, 2020

St. Patrick’s Day is a day of unity. In the past, St. Patrick was celebrated by Irish Protestants and Irish Catholics. As it has been said, everyone is Irish on St. Patrick’s Day. See what you know about this celebration of Irish...

Friday, March 6, 2020

In late February, concern that efforts to contain Coronavirus Disease 2019 (a.k.a. COVID-19) might result in slower global economic growth disrupted global markets. Share prices fell as economists and financial analysts revised growth...

Wednesday, March 4, 2020

The coronavirus, which is now officially called Coronavirus Disease 2019 (COVID-19), has received a lot of attention. Since the outbreak began in China, late in 2019, the disease and efforts to understand and manage it have made...

Thursday, February 27, 2020

There was a little something for everyone in the ‘Setting Every Community Up for Retirement Enhancement’ (SECURE) Act, a piece of bipartisan legislation that was attached to the United States federal spending bill and signed into law...

Wednesday, February 12, 2020

Valentine’s Day and love songs go hand-in-hand. If you’re looking for a way to show love and appreciation, consider sharing some of the most popular love songs of all time. Here are a few of the most popular, according to Billboard...

Thursday, January 30, 2020

The best place to retire in the United States is in dispute. There’s no formal debate, but a review of reliable publications showed surveys have named different states and cities as the “best” place to retire. For instance: • Iowa was...

Thursday, January 16, 2020

In 2019, a Pew Research Center survey reported many Americans were pessimistic about the future. Their worries included the national debt, the gap between the rich and the poor, and automation.1 Martin Luther King was sometimes...

Monday, January 6, 2020

Since 2011, the number of Americans owning smartphones has increased from 35 percent to 81 percent, although there remains a significant digital divide, demographically. A Pew Research survey found the vast majority of younger...

Wednesday, January 1, 2020

Not everyone is financially prepared for retirement. Earlier this year, the Employee Benefit Research Institute estimated almost 41 percent of American households will run short of money in retirement. That’s an improvement over 2014...

Monday, December 30, 2019

If you’re not fond of New Year’s resolutions, then start or adopt new traditions that help get the year off to a positive start. Your new tradition should be something you can repeat each year with family and friends. Here are a few...

Monday, December 23, 2019

No matter what holiday you celebrate, we hope it’s filled with joy, laughter, and heartfelt happiness. That said, we know holiday cheer can be overwhelmed by the pursuit of perfection and opinions of relatives. Just in case your...

Monday, December 2, 2019

You’ve probably never asked your adult children and younger relatives whether they have security software on their computers and devices. Why would you? They’re digital natives, born with keyboards under their fingertips.It may be time...

Tuesday, November 26, 2019

Thanksgiving is all about gratitude. In 1621, the Plymouth colonists shared an autumn feast with the Wampanoag Indians. They were celebrating survival and friendship. It’s also a poignant story.1About one-half of the passengers who...

Thursday, November 7, 2019

After World War I, many nations celebrated the end of “The Great War” by establishing Armistice Day. Eventually, the holiday was broadened to celebrate those who served in all wars. In the United States after World War II and the...

Thursday, October 31, 2019

One of the most discussed topics in the United States is retirement security. Few Americans have set aside enough savings to live comfortably throughout retirement. In fact, the most recent National Retirement Risk Index (NRRI)*...

Tuesday, October 29, 2019

Americans expect to spend $8.8 billion on costumes, decorations, candy, and other Halloween purchases, according to the National Retail Federation.1That’s enough money to purchase the New England Patriots ($3.8 billion), the Los...

Wednesday, October 2, 2019

What data about you is most important?The data that identity thieves are after – social security, credit card, and bank account numbers – is important, as well as more basic data which is being collected by companies whose devices you...

Monday, September 30, 2019

The simple answer is probably.Historically, the American economy has grown in fits and starts, otherwise known as recessions and expansions. As a result, it is likely there will be another recession in the United States.What are...

Tuesday, September 3, 2019

Would you give up a share of $62 billion?Would you give up a share of $62 billion?If your answer is no, then you may be a member of the relatively small group of Americans (36 percent) that takes all of the vacation days available to...

Thursday, August 29, 2019

Just over 100 years ago, Americans typically worked physically demanding jobs. Adults toiled 12 hours a day, seven days a week for low wages. Americans did not take lunch breaks. They did not get sick days or vacations. They were not...

Tuesday, July 30, 2019

The world is becoming smarter and more connected all the time – and that has serious implications for people who want to protect their personal data and their privacy. If you’ve been enjoying the convenience of smart utilities and...

Tuesday, July 9, 2019

A Prescription for Dementia Prevention If you’ve ever played a party game that asks you to make difficult decisions, you may have run into a question like this one: Would you rather enjoy good physical health all of your life or good...

Thursday, June 27, 2019

Life, Liberty, and Tax-Advantaged Investing Americans are passionate about taxes. We have reason to be. In recent years, Americans have spent more on taxes than on food, clothing, and housing combined.1 The Tax Foundation estimates...

Thursday, June 13, 2019

Most dads have at least one recipe they like to cook for family and friends. Some have dozens. This year, celebrate Father’s Day by collecting the recipes from the men in your family. Bring a notebook to your next family celebration...

Thursday, May 30, 2019

Throughout history people have made inheritance choices that are inexplicable to others. In 1926, Harry Houdini left his magical equipment to his brother, his pulled-from-the-hat rabbits to the children of friends, and a series of...

Thursday, May 23, 2019

Memorial Day is a day of remembrance. It’s the time when we pay our respects to the men and women who died fighting for our country. See what you know about this important holiday by taking our Memorial Day quiz.1. What did the...

Thursday, May 9, 2019

Moms are like snowflakes. No two are exactly alike. So, when you’re thinking about what to give your mom for Mother’s Day, consider a gift that is as unique as she is -- share your memories with her. Here are some prompts to get you...

Monday, April 29, 2019

Where do you set aside the money you’re saving for retirement? If you’re like many Americans, you save for retirement primarily through an employer’s retirement plan, according to Pew Research.1Unfortunately, less than one-half of...

Wednesday, April 3, 2019

If someone tells you older people need less sleep than younger people do, don’t believe it. Older Americans need about eight hours of sleep, just like everybody else. What’s different is quality sleep is harder to come by as you age....

Thursday, March 28, 2019

It’s no secret healthcare costs are going up. Medical expenses have been steadily increasing for years. In 2007, costs were up almost 12 percent. However, the rate of increase slowed to 6 percent during the past five years and that...

Thursday, March 14, 2019

On St. Patrick’s Day, it’s okay to celebrate even if you’re not Irish. St. Patrick himself wasn’t Irish. As we celebrate, we would like to share some of our favorite facts and tidbits about St. Patrick’s Day:1 • St. Patrick’s Day is an...

Wednesday, February 27, 2019

How many password-protected accounts do you have?If you keep mental inventory, use a password manager, or have a written record of your passwords (which is not recommended by anyone), take a quick count. You’re likely to find you may...

Tuesday, February 12, 2019

Valentine’s Day means different things to different people. Some welcome Valentine’s Day as a time for romance, while others see it as an opportunity to cherish friends and family. No matter how it’s celebrated, Valentine’s Day...

Tuesday, January 29, 2019

Whether you own a house or rent an apartment, building a smart home is easier than it has ever been. Homeowners and renters can purchase kits that integrate specific smart items or they can select smart home products, such as light...

Thursday, January 17, 2019

In 1983, President Ronald Reagan signed legislation establishing the third Monday of January as Dr. Martin Luther King, Jr. Day.1 Dr. King, who is remembered for his powerful oratory and transformative ideas, once said, “Life’s most...

Thursday, January 10, 2019

Bella. Coco. Charlie. Lucy. Max. No matter the name, many pets are considered to be members of the family, providing companionship, protection, and unconditional love. The pet-owner relationship has some powerful benefits, which may...

Monday, January 7, 2019

It’s only January, but you may want to jumpstart your 2018 taxes since there are a slew of new regulations that may affect you. The Tax Cut and Jobs Act (TCJA) of 2017 goes into effect this year so make sure you understand how tax...

Sunday, December 30, 2018

Eat healthier. Get more exercise. Save more money. Those were the top New Year's resolutions for 2018, according to Statista.1 Few people achieved them. One of the reasons so few resolutions become reality is because people tend to...

Thursday, December 20, 2018

Holidays can be joyful and a little stressful. Here are a few ways to bring a moment of happiness into your life and the lives of those around you:1 • Take time to call an old friend.• Buy coffee for a stranger.• Briefly chat with your...

Friday, November 30, 2018

When the ups and downs of stock markets leave you stressed and wondering whether stocks really will help you pursue your long-term financial goals, there are two things to remember:1. Historically, over long periods, stocks have tended...

Friday, November 30, 2018

When the ups and downs of stock markets leave you stressed and wondering whether stocks really will help you pursue your long-term financial goals, there are two things to remember:1. Historically, over long periods, stocks have tended...

Thursday, November 8, 2018

There are more than 20 million veterans living across the United States. These men and women fought in World War II, the Korean War, the Vietnam War, the Gulf War, the Iraq War, the War in Afghanistan, which continues today, and many...

Tuesday, October 30, 2018

It’s a pricey question.It’s a pricey question.College Board estimated the average cost for full-time, in-state students who live on campus at four-year public colleges or universities during the 2017-18 school year is $25,290...

Monday, October 29, 2018

If trick-or-treating in your neighborhood requires a trick to get a treat, your little ghosts and goblins will need some short and easy-to-remember options. Here are a few that were recommended by Reader’s Digest:1• What has hundreds...

Wednesday, October 10, 2018

Remember the television classic, Green Acres? Eddie Albert, who portrayed a New York City lawyer, and Eva Gabor, who portrayed his sophisticated spouse, move from the big city to the country – and it’s not quite what they expected...

Monday, October 1, 2018

Here’s a number that will knock your socks off: $400 trillion.1By 2050, the retirement savings shortfall in eight of the world’s largest economies is expected to reach $400 trillion, according to estimates from the World Economic Forum...

Wednesday, August 29, 2018

How long will you live? How long will you live? It’s not a question anyone can answer with any certainty, and that creates a significant risk when planning for retirement. Your retirement may last for a long time, and you will need to...

Thursday, August 2, 2018

In recent years, investors have largely ignored geopolitical risks. Russia’s invasion of the Crimean Peninsula, the Brits’ vote to leave the European Union (EU), unrest in the Middle East, and other global events have not affected...

Thursday, July 5, 2018

In the olden days, the word ‘subscription’ typically was applied to just magazines and newspapers. Today, that’s not the case. Americans are buying everything from meal kits to baby products to vitamins by subscription. A McKinsey &...

Monday, July 2, 2018

On July 4, 1776, the American colonies banded together and declared independence from Great Britain. The countries had been at war for more than a year due to a number of issues, particularly in regards to harsh taxation and a lack of...

Thursday, June 28, 2018

To the relief of many South Africans, Day Zero has been pushed back to 2019. Day Zero is the date on which Cape Town will run out of water, and its four million residents will begin to collect daily water rations of about seven gallons...

Thursday, June 14, 2018

There are many perceived requirements of being a dad. “One of the jobs of a good dad is to help kids become a little tougher, a little more resilient, a little more separate…dads push kids to leave the nest; they brush off the dirt...

Wednesday, June 6, 2018

The words ‘bear market’ have been bandied about a lot lately. When you read or hear them, remember to respond the same way you would if you saw an actual bear in the woods – by staying calm and keeping your wits about you. A changing...

Thursday, May 24, 2018

If you’ve ever composed a grocery list in your head while driving carpool and listening to your children discuss who got in trouble at school and why, then you know what it’s like to have your attention divided. If you’ve ever worked...

Thursday, May 10, 2018

Mother’s Day is almost here! We all have moms and, whether they gave birth to us or not, they have helped us become the people we are today. Here are 10 reasons moms are so important, adapted from Psychology Today:11. She gave birth to...

Saturday, April 28, 2018

Understanding family attitudes towards money may improve financial decisions and reduce financial stress. Understanding family attitudes towards money may improve financial decisions and reduce financial stress. People inherit more...

Thursday, April 5, 2018

Technology is a life changer. GPS has improved interpersonal relations by eliminating arguments about asking for directions. Apps for car services, food delivery, video streaming, news media, and social media have changed the way we...

Wednesday, March 28, 2018

“There’s no place like home.”1Conjuring an image of ‘home’ was a lot easier for Dorothy than it is for people who are on the cusp of retirement. After all, isn’t retirement supposed to be a new start? Aren’t retirees supposed to wave...

Tuesday, February 27, 2018

Here’s a number most people would like to see on an annual statement: 21.6 percent. That was the annual return for the Standard & Poor (S&P) 500 Index during 2017. In general, U.S. stock indices did quite well last year – and the year...

Monday, February 12, 2018

If you’re looking for a gift that will express your love better than chocolates or a bouquet of flowers, don’t fret. Trendhunter.com has some innovative and unconventional suggestions:• Literary love tattoos. Perhaps, you’d like Rainer...

Tuesday, January 30, 2018

Here’s a riddle for you: Some people are reluctant to start me, unless I’m automatic. I’m frequently exhausted when I don’t roll over. I’m sometimes left behind. Retirees devour me. What am I? Answer: A retirement savings plan.New jobs...

Thursday, January 11, 2018

Most Americans know Martin Luther King, Jr. was a Baptist minister and the leader of the Civil Rights Movement in the United States until he was assassinated in 1968. Test your knowledge with this quiz about Dr. King.1. Before...

Wednesday, January 3, 2018

Fifteen years ago, a Health Services Research report described the challenges ahead for the United States as the Baby Boom generation aged into retirement. Four issues were paramount: 1) improving payment and insurance systems for...

Thursday, December 28, 2017

The last bear market in bonds began in the middle of the last century and lasted for about 31 years. Some investors who bought bonds in 1950 locked in relatively low rates of return for a very long time. On January 1, 1950, 10-year U.S...

Wednesday, December 20, 2017

“The holidays are often seen as a time of joy: ruddy cheeks, festive parties, and twinkling laughter, all wrapped in a warm, tinsel-framed glow. It’s the most wonderful time of the year! It may be the ‘season to be jolly,’ but not...

Wednesday, November 29, 2017

There is a simple and unsettling reality in the United States. Most Americans are not financially prepared for retirement. There is a simple and unsettling reality in the United States. Most Americans are not financially prepared for...

Wednesday, November 8, 2017

All too often, we assume the men and women who fought for our country can take care of themselves. Unfortunately, that isn’t always the case. There are some important ways ordinary Americans can help those who are returning from battle...

Monday, October 30, 2017

Retirement and Social Security are inextricably linked. Not only did Social Security help establish the official U.S. retirement age at 65, it also provides a significant portion of today’s retirees’ incomes. Retirement and Social...

Friday, October 27, 2017

Halloween is almost upon us! Whether you’re wearing a costume, decorating your yard/house, or handing out treats, you won’t be alone. More than 179 million Americans are expected to participate in 2017’s Halloween festivities – and...

Wednesday, October 4, 2017

Smartphones are incredibly handy. That may be why about three of every four Americans own them.1 On average, smartphone users spend almost three hours a day – 86 hours every month – using their phones. They send texts and email,...

Thursday, September 28, 2017

How times change! In 1940, half of Americans finished their education in eighth grade. College degrees were relatively rare. Just 6 percent of men and 4 percent of women had one.1During the past 80 years, college has become far more...

Wednesday, August 30, 2017

In a 2002 interview with Mike Wallace, former First Lady Nancy Reagan said she often reread the love letters written by her husband, former President Ronald Reagan. The letters, which had sustained and enriched their relationship,...

Friday, July 28, 2017

While some may be concerned about the iconic American meat that arrives in a rectangular 12-ounce tin (and is inexplicably popular in certain island states and American territories), more should be wary of its namesake – the spam that...

Wednesday, July 12, 2017

The idea of Artificial Intelligence (AI) may bring to mind movies like Terminator, Wall-E, and Transcendence, but the reality of AI is expected to help people find answers to some significant issues. For example, a PwC survey found:1 •...

Friday, June 30, 2017

On July 4, 1776, the American colonies claimed independence from Britain. This declaration eventually led to the formation of the United States. As we celebrate the birth of our great nation, test your knowledge with this brief quiz.1...

Thursday, June 29, 2017

The bull market in U.S. stocks has been charging ahead for more than eight years.1 While that’s young in people years, it’s ancient in bull market terms. Since World War II, the longest bull market in U.S. stocks lasted for almost...

Thursday, June 15, 2017

You’re probably familiar with ‘20 Questions.’ It’s a classic long-distance-car-trip game that encourages creativity and deductive reasoning. On this Father’s Day, try playing a version that can help you learn a lot more about your...

Tuesday, May 30, 2017

Wouldn’t it be something if you could plump up your retirement savings as easily as you can put on a few pounds eating fast food? Here’s one way to do it: Open a health savings account (HSA). It offers a triple tax advantage and you...

Thursday, May 25, 2017

Memorial Day is a day of remembrance for those who have given their lives in the service of our country. See what you know about Memorial Day by answering a few questions from an AARP quiz.1 1. Memorial Day was created to honor...

Thursday, May 11, 2017

Changing diapers, arranging play dates, driving car pools, calming squabbling siblings, attending musicals and sporting events, chaperoning proms, coaching teams, helping with college applications…moms have a lot of responsibilities....

Thursday, April 27, 2017

We are all, inexorably, marching toward old age. By 2030, 72 million Americans will be age 65 or older.1 The good news is longevity has been improving, and people are remaining healthy and vibrant at older ages. The bad news is...

Monday, April 3, 2017

Some people may name a medical device or implant, such as a hearing aid, an artificial joint, or a pacemaker. Others may say they couldn't live without their electric bikes, GPS devices, tablets, or food processors. A surprisingly...

Thursday, March 30, 2017

It’s tax season! Every year, around this time, the Internal Revenue Service (IRS) publishes its dirty dozen – a list of scams criminals use to try and ferret out personal information and/or steal money.1 For example, if you received an...

Wednesday, March 15, 2017

It has been said everyone in America is Irish on St. Patrick’s Day. Whether you have Irish ancestry or merely enjoy a good celebration, test your knowledge of the old country by taking this quiz. 1. What is Gaeltacht?1a. A region of...

Monday, February 27, 2017

More than one-half of working Americans know little or nothing about Medicare costs.1 Not knowing can be expensive. On average, people who haven’t yet retired estimate they’ll spend approximately $50,000 on health care after retirement...

Monday, January 30, 2017

How many times did you login to a digital account today? It probably was more than once. Some people access digital sites via computer or tablet, but many others rely on their phones. Deloitte recently reported the essentials of life...

Thursday, January 12, 2017

In 1964, Dr. Martin Luther King, Jr. received the Nobel Peace Prize. He accepted the award and took the opportunity to articulate his hope the civil rights movement would be successful, as well as his hope for all mankind:1 “…I must...

Tuesday, January 3, 2017

…And, it may have some thorns. There’s something you should know about retirement. It’s not as easy as everyone makes it seem. Remember what life was like when you tied the knot? How about once you had children? Or, when you accepted a...

Thursday, December 29, 2016

Holiday Greeting - The Way You Eat in 2017 What can we expect in the New Year? If international food consultancy Baum + Whiteman is correct, we may find ourselves embracing new food trends including:1 • Restaurants without seats. We...

Thursday, December 29, 2016

Retirement IncomeHere’s a million dollar question: How will you transform your savings into income that will last throughout your retirement?1There are probably as many answers to that question as there are retirees. However, all...

Tuesday, November 29, 2016

For about 35 years, investors have enjoyed a bull market in bonds. At the start of 1982, the interest rate on 10-year U.S. Treasury bonds was 14.2 percent. By November 1, 2016, interest rates had fallen to 1.8 percent.1 Since bond...

Tuesday, November 22, 2016

Thanksgiving is America’s second favorite holiday,1 and it offers something for everyone. You can enjoy family togetherness, feasting, football, school plays, parades, gratitude, and, of course, shopping. If you’re a traditionalist,...

Wednesday, November 9, 2016

“American soldiers in battle don’t fight for what some president says on TV. They don’t fight for Mom, apple pie, the American flag. They fight for one another. ”1 Stars and Stripes used the words of Lieutenant Colonel Harold “Hal”...

Friday, October 28, 2016

In the 1970s, a TV episode of The Odd Couple taught viewers never to assume.1 It’s a lesson we appear to have forgotten. Many Americans assume Medicare will provide financial assistance to help with long-term care costs in retirement....

Thursday, October 27, 2016

People of a certain age will remember ‘It’s The Great Pumpkin, Charlie Brown.’ The animated television special debuted in 1966,1 way back when there were only a few channels and you had to get out of your seat to change them from one...

Friday, September 30, 2016

That’s how much Americans had spent on pain relief medications and treatments when the Institute of Medicine (IOM) completed its report in 2011. If you factor in lost productivity, the economic cost of pain rose to more than $560...

Thursday, September 29, 2016

If you ask people what creates stress in their lives, money is often at the top of the list. Stress in America: Paying With Our Health found money was a somewhat or a very significant source of stress in the lives of 64 percent of...

Thursday, September 1, 2016

Labor Day weekend — the three days dedicated to celebrating American workers — marks the end of summer and, for some, the start of a new school year. It’s a good time to relax and ponder thoughts about work and play: “No work is...

Tuesday, August 30, 2016

You may not have heard of the Longevity Market but, if you’re older than 50, you’re one of its 74.9 million members.1 It may be easiest to think of the Longevity Market as another way of describing the Baby Boom and preceding...

Thursday, July 28, 2016

Most investors are familiar with the maxim ‘buy low and sell high.’ The unfortunate reality is that it’s a difficult principle to follow. Buying low often means investing in a company when its shares are priced below full value.Of...

Tuesday, July 5, 2016

Would you accompany a group of high school students studying photojournalism and social change in Argentina? How about a group learning about language and culinary traditions in France? Does working for a season or two in a great place...

Thursday, June 30, 2016

Our Founding Fathers structured American democracy and left a legacy that has greatly influenced the world. This Fourth of July, see what you know about the Founding Fathers by taking this brief quiz. 1. Who were America’s Founding...

Wednesday, June 29, 2016

You may be asking yourself whether that’s a trick question. After all, almost one-third of 18- to 34-year-olds are still living at home with their parents. It is, in fact, the most common living arrangement for this age group and a...

Tuesday, May 31, 2016

In medieval times, alchemists sought methods for transforming ordinary metals into gold. Today, just about every adult searches for a means of transforming savings into a retirement’s worth of income. Recently, they received help from...

Friday, May 27, 2016

Before the big barbecue, take time this Memorial Day weekend to honor the men and women who gave their lives fighting for our country. If you’re looking for a way to remember those brave Americans, here are a few suggestions:1 • Raise...

Friday, May 6, 2016

Scientists have been mapping our mothers’ brains! They haven’t found eyes in the back of her head, or a way to help her worry less, but they are beginning to understand the mother-child bond better:1 “After centuries of observing...

Sunday, May 1, 2016

Super Bowl winners, the length of hemlines, and Sports Illustrated covers – all of these have been used to develop theories about the direction in which stock markets may be headed. Presidential elections and terms have also inspired a...

Thursday, April 7, 2016

If you receive a voice or email message from the Internal Revenue Service (IRS), or you field a phone call from an IRS agent informing you “you owe back taxes” and “you better pay now or be arrested (or deported)...

Thursday, March 31, 2016

College students have steep learning curves. In high school, they were tasked with doing well academically, participating in extracurricular activities, complying with the rules of their parents’ homes and, possibly, having a job...

Tuesday, March 15, 2016

If wars were fought with words, Ireland would be ruling the world. --Irish proverb1 The wit and humor of the Irish is legendary, as is their ability to weave words into poems, prose, folk tales, and song. On this St. Patrick’s...

Friday, February 26, 2016

It’s almost tax time. During April, many people take advantage of the opportunity to reduce taxes by funding a Traditional IRA. While that makes sense for some Americans, others may benefit by contributing to a Roth IRA that...

Friday, February 12, 2016

Are you looking for just the right Valentine’s Day message for someone you love? Here are a few suggestions that have a decidedly financial twist from 14 Ways an Economist Says I Love You by Liz Fosslien. The messages are...

Friday, January 29, 2016

The world’s first central bank offered unprecedented convenience. It gave 17th century Swedes the option to pay with paper notes rather than 40-pound copper plates, which were the currency units of the Swedish empire at the time....

Thursday, January 7, 2016

Understanding 2016’s Higher Medicare Part B PremiumsOne-in-seven Medicare enrollees will pay higher Medicare Part B monthly premiums during 2016. Their premiums will be $121.80 each month, an increase of 16 percent. While...

Thursday, December 31, 2015

From early Babylonians to present-day Americans, people have been celebrating the beginning of every new year for almost four thousand years!1 Here are a few ways people celebrate the holiday in the United States:2 61 percent of...

Tuesday, December 22, 2015

December is full of high spirits and good cheer. If you browse online, you’ll find some surprising holidays amidst more well-known celebrations. Just in case you need more reasons to celebrate the season, here is a list of major...

Wednesday, November 18, 2015

Thanksgiving traditions aren’t quite as straightforward as the elementary school plays about Pilgrims and Native Americans sharing a feast would have us believe. History.com suggests that’s because Thanksgiving is,...

Friday, October 30, 2015

Veterans are skilled leaders and problem solvers who have a lot to offer in and out of the service. Got Your 6, a campaign to empower veterans in America, offered some interesting insights about the men and women who have chosen to...

Monday, October 26, 2015

You may have heard of tax loss harvesting. Some people harvest losses every year, while others do so only when they have taken significant capital gains or have received more income than expected during a given year (perhaps they sold...

Monday, October 19, 2015

A number you’re probably not looking for is 1.5 billion. That’s the number of pounds of pumpkins grown every year. History.com said that’s more than twice the weight of the Empire State Building. Here are a few other interesting...

Tuesday, October 6, 2015

If you’re 57 or older, it’s a pretty good bet you take at least one prescription medication. If you take more than one, it’s really important to understand how the drugs may interact with one another in your system – particularly, if...

Monday, October 5, 2015

Twenty-five years ago, the Americans with Disabilities Act was signed into law, guaranteeing disabled Americans – people with mental, physical, or emotional disabilities – equal opportunity in employment, transportation, government...

Tuesday, August 25, 2015

Workers are essential to innovation and success. According to the London School of Economics (LSE), they’re a source of ideas for new products, new services, new approaches to work, and new business models.1Worker-led innovation must...

Wednesday, August 19, 2015

Healthcare. Retirement. Those may be two of the most stressful words in the English language today. Especially when you include them both in the same sentence. For instance, a married couple that saves $326,000 has a 90 percent chance...

Friday, August 7, 2015

How Do You Make Money in Stocks?Have you ever watched Family Feud? Perhaps you were a child when Richard Dawson hosted the game show or maybe you enjoy the current version. No matter, take a moment and:• Name a three-letter word that...

Monday, June 22, 2015

Achieving U.S. citizenship can be life changing, but it is not easy. Those who aspire to become American citizens must pass a 100-question naturalization test and answer six of 10 questions correctly during their naturalization...

Wednesday, June 17, 2015

While your high school student is taking standardized tests, parsing college choices, and raring for graduation, you’ll probably find yourself spending some time with net income calculators on college websites. Whether your family’s...

Tuesday, June 9, 2015

Modern dads are a diverse bunch. They may go to work or stay at home with the kids. They may be single, married, or dating. They may be birth parents, adoptive parents, or step-parents.1 They may be expected to teach children morals...

Tuesday, May 12, 2015

There are many ways to show gratitude for the sacrifices made by the men and women who have died while fighting for our freedom. In 1868, General John Logan issued a Memorial Day Order that said:1“Let us, then, at the time appointed,...

Wednesday, May 6, 2015

When you think “Mom,” it’s likely your brain conjures up a scent or a story or a song that feels like home. Here are a few inspiring and heartfelt words that have been written about the value and importance of mothers:“A mother enables...

Monday, April 27, 2015

It all depends on you. Thanks to the Baby Boom generation, pre-retirees and retirees have a lot more options than did previous generations of Americans. There is a lot to consider before you decide where to live during retirement: your...

Tuesday, April 7, 2015

Before you know it – thanks to smart phones, tablets, and wireless technology – your home will be connected to the Internet of Things. Sure, home automation costs a few shekels, but just imagine it! You could be the envy of Jane Jetson...

Friday, January 30, 2015

Romantics welcome Valentine’s Day and having the opportunity to lavish loved ones with attention. Economists appreciate Valentine’s Day, too. Sure, the $13 billion spent on Valentine’s Day is just a drop in the $17 trillion bucket of...

Tuesday, January 20, 2015

You have probably heard the term ‘planned obsolescence.’ It’s also known as ‘shortening the replacement cycle.’ No matter what you call it, the strategy was developed by manufacturers to ensure consumers would buy products more than...

Tuesday, January 13, 2015

If you were to create a list of Americans who’ve had great influence on our country during the past 100 years, it would not be complete without the name Dr. Martin Luther King, Jr. While he’s best remembered for fighting for civil...

Thursday, January 8, 2015

Some people have a gift when it comes to gifts. Whether it’s a birthday, wedding, baby shower, Christmas, Hanukah, or some other occasion, they always seem to find just the right thing for each person. If you’re not an insightful gift...

Thursday, December 11, 2014

In addition to making wonderful memories during the holiday season, almost two-thirds of Americans – including people of all income levels – make the gifts they give to family and friends. It will come as no surprise more women than...

Wednesday, October 1, 2014

Sitting is bad for your health. Whether you’re sitting at a desk doing work, in a classroom listening to a lecture, or on a ship sailing the ocean, research suggests extended periods of sedentary behavior may increase the likelihood of...

Monday, July 21, 2014

History is full with examples of parents taking actions they believe will improve the lives of future generations. In 1780, then President of the United States John Adams wrote to his wife:[1]“I must study Politicks and War that my...

Friday, June 13, 2014

Use Your Brain!If you’ve been “feeling your age” lately, you may want to pick up a copy of molecular biologist John Medina’s newly updated and expanded book Brain Rules (or download it onto your mobile device). In the book, he marvels...

Friday, June 13, 2014

Credit and Payment Security: A Cycle of Good News and Bad NewsIt was good news. In July 2013, federal prosecutors in the United States brought indictments against members of a sophisticated Russian syndicate. The gang members were...

Friday, May 30, 2014

Just Breathe: The Benefits of MeditationThere is a reason why many people try meditation and few stick with it: Mastering meditation is difficult. It requires you to focus 100 percent of your attention for an extended period of time....

Friday, May 30, 2014

If you’re not a technology wonk, you may not realize the Internet and the Worldwide Web are actually two different things. The Internet is a global system of interconnected computer networks. The Worldwide Web is a system of...

Friday, May 30, 2014

Whether you’re retired or working, do you really know where you spend your money? These are increasingly important questions today as more people are helping not only their children, but also their grandchildren. This may also be at...