June 23, 2025 Weekly Market Insights

Stocks were mixed during the holiday-shortened trading week as uncertainty over conflict in the Middle East weighed on investors. The Standard & Poor’s 500 Index slipped by 0.15 percent, while the Nasdaq Composite Index rose by 0.21 percent. The Dow Jones...

Retiree Health Care Coverage Overseas

According to the AARP, an estimated 44% of Americans over the age of 50 expect to travel internationally in 2025.1 Overseas travel may be one of the more popular aspirations in retirement, but it does beg an important question: Will your health insurance coverage...

Put It in a Letter

American actor Lee Marvin once said, “As soon as people see my face on a movie screen, they knew two things: first, I’m not going to get the girl, and second, I’ll get a cheap funeral before the picture is over.” Most people don’t spend too much time...

June 9, 2025 Weekly Market Insights

Stocks rallied last week as investors responded to upbeat economic data and easing trade tensions. The Standard & Poor’s 500 Index added 1.50 percent, while the Nasdaq Composite Index rose 2.18 percent. The Dow Jones Industrial Average advanced 1.17 percent. The...

Investing with Your Heart

Some individuals believe that return on investment shouldn’t be the only criterion for how they invest their money. For them, the social impact of investing is just as important – perhaps more important. The history of socially responsible investing stretches as...