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July 13, 2026 Weekly Market Insights
Stocks largely advanced over a V-shaped week as the AI trade, led by chip stocks, pushed the S&P 500 and Nasdaq averages higher amid renewed conflict. The Standard & Poor’s 500 Index rose 1.23 percent, while the Nasdaq Composite Index advanced 1.74 percent....
Social Security: Five Facts You Need to Know
Social Security can be complicated, and as a result, many individuals don't have a full understanding of the choices they may have. Here are five facts about Social Security that are important to keep in mind. 1. Social Security Is a Critical Source of Retirement...
Retirement Income and the Traditional Portfolio
Taking withdrawals from a traditional portfolio exposes fixed-income investors to “sequence of returns” danger. In other words, experiencing negative returns early in retirement can deplete your portfolio more quickly than expected and potentially undermine the...
June 29, 2026 Weekly Market Insights
Stocks ended mixed as falling oil prices helped lift the Dow Industrials, while concerns about AI valuation put pressure on the broader market. The Standard & Poor’s 500 Index fell 1.95 percent while the Nasdaq Composite Index skidded 4.60 percent. The Dow Jones...
Preparing for the Expected
As Teddy Roosevelt once observed, "Old age is like everything else. To make a success of it, you've got to start young." The challenges seniors have met throughout their lives have made them wiser and stronger, preparing them for the unique challenges that come with...