Retirement In Sight – May 2023
Considerations for taking retirement distributions, including maximizing their benefits, managing expenses, debts, and taxes.
Monthly Market Insights – May 2023
U.S. Markets The Dow Jones Industrial Average led, picking up 2.48 percent. The Standard & Poor’s 500 Index rose 1.46 percent, while the Nasdaq Composite was flat (+0.04 percent).(1) Recession…
Monthly Economic Update – March 2023
In this month’s recap: Stocks stumbled as investors worried that the Fed would maintain its tight monetary posture due to ongoing inflation.
Monthly Economic Update – February 2023
U.S. Markets Stocks rallied in January as moderating inflation, a better-than-feared earnings season, and healthy economic data put investors in a buying mood. For the month, the Dow Jones Industrial…
Monthly Economic Update – January 2023
U.S. Markets Stocks were under pressure in December on renewed recession fears and concerns that the Fed may keep rates higher than markets anticipated. The Dow Jones Industrial Average lost…
Monthly Economic Update – November 2022
U.S. Markets Stocks posted big gains in October, propelled by better-than-expected corporate reports. The Dow Jones Industrial Average led, gaining 13.95 percent. The Standard & Poor’s 500 Index tacked on…
Monthly Economic Update – October 2022
U.S. Markets Stocks trended lower in September as investors retreated in the face of rising bond yields and growing recession fears. The Dow Jones Industrial Average dropped 8.84 percent, while…
Monthly Economic Update – September 2022
U.S. Markets Renewed fears of higher rates and economic weakening, coupled with a tough talk by Fed Chair Jerome Powell and other Fed officials, sent stocks lower in August. The…
Monthly Economic Update – August 2022
U.S. Markets Stocks posted big numbers in July, erasing some of their first-half losses. Investor sentiment was lifted by receding inflation and recession worries and a better-than-expected start to the…
Retirement In Sight: Who Claims Social Security at 62, and Why?
In a perfect world, most would consider waiting until their full retirement age to file for Social Security. The longer you wait to claim your retirement benefit, your monthly Social…