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Market and economic news

Our newsletters offer timely insights on the markets, financial trends and retirement topics—plus reflections from our team. Each issue is designed to keep you informed and aligned with your long-term retirement goals.

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Market commentary

Stay informed with the latest market trends and uncover timely economic news with our insightful Market Commentary.
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A smiling couple sits in a grassy field at sunset, enjoying hot drinks with camping gear and backpacks beside them. The woman pours from a thermos while the man holds a cup and binoculars, both relaxed and soaking in the scenic view.

Debt, Yields, Policy

Nobody likes to balance a budget….
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A smiling couple stands close together against a light-colored wall, gazing at each other with warmth and affection. The woman wears glasses and a white top, while the man wears a mustard-yellow shirt, both appearing happy and relaxed in a sunlit setting.

Consumer Confidence

Consumers were feeling cautiously optimistic….
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Trade, Inflation & AI

Investors had a lot to think about last week….
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A smiling couple sits closely together at a table with a retirement advisor, looking optimistic and engaged. The woman warmly embraces her partner as they review documents, suggesting trust and satisfaction. A laptop and papers in front of them reflect the planning process for their financial future.

Employment & Borrowing

Employment was top of mind for financial markets last week….
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An older couple stands by a wooden railing, smiling as they enjoy a scenic view of a turquoise lake surrounded by trees and mountains. They are dressed in outdoor gear with backpacks and jackets, suggesting a hike or nature walk.

Geopolitics Meets Growth

Investors are taking it all in stride….
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A smiling couple stands close together on a city street, dressed for travel with backpacks and a camera slung around the man’s neck. The woman wears a wide-brimmed straw hat and denim jacket, while the man sports glasses and a layered outfit with a scarf and beige jacket.

Stocks & Housing Prices

Major U.S. stock indexes raced to new highs last week….
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Monthly Newsletter

Financial briefs

Our Financial Briefs newsletter is published each month, offering valuable insights tailored to your retirement goals and commentary from our team of CERTIFIED FINANCIAL PLANNER® professionals.
All Financial Briefs
An older couple walks arm in arm along the beach at sunset, smiling as they look ahead. The man wears a dark sweater and the woman wears a blue and white striped shirt, with the sunlight glowing warmly behind them.

August 2025

Don’t miss out on 401(k) benefits.
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A couple walks hand in hand through a sunlit autumn field, with golden trees in the background and their dog trotting alongside on a leash. The warm sunlight casts long shadows across the grass, creating a peaceful, late-afternoon atmosphere.

July 2025

Planning tips for a confident retirement.
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A couple smiles warmly in a bright kitchen as the man chops mushrooms on a cutting board while the woman leans in close, holding a patterned mug. They appear to be enjoying a relaxed moment together, cooking with a tablet propped up nearby.

June 2025

Why tax planning is a year-round priority.
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An older man sits beside a his grandson at a table, both focused on drawing with colorful markers. The man smiles gently while the child holds a pink marker, surrounded by scattered pens and papers.

May 2025

Is debt threatening your retirement security?
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A cheerful older couple sits together on a cozy couch, sharing a laptop. They appear relaxed and engaged, smiling as they browse or plan something online. Surrounded by greenery and natural light, the scene radiates comfort, contentment, and the ease of enjoying retirement life together at home.

April 2025

Do you have a plan for your retirement? 
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A group of older adults sit along the edge of a sailboat, smiling and enjoying the breeze as the sun sets over the water. Their bare feet dangle above the waves, with sails catching the light behind them.

March 2025

Smart estate planning and tax guidance.
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Our Resource Gallery

Resources that inform and inspire our clients

Explore our Resource Gallery for more insights to assist you in making informed decisions. The Gallery features a variety of topics, including: Financial data rates, inheritance, unexpected money, emergency preparedness, fraud protection, family legacy, tax planning and much more!

Resource Gallery

Protect Your Identity

How to protect your credit from fraud.
Resource Gallery

Road Map to Retirement

Are you on track for retirement?
Resource Gallery

Sudden Money

Turn unexpected wealth into lasting security.
Resource Gallery

Continuing Your Family Legacy

What will your legacy be?
Resource Gallery

How to Manage an Inheritance

What to do when you inherit money.
Resource Gallery

Qualified Charitable Distribution

QCDs are a tax-smart way to donate.
Here for You
Let us be your guide

Our team of CERTIFIED FINANCIAL PLANNER® professionals will help you chart a course tailored to you and your goals, so you can move forward with clarity and peace of mind.

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