Broker Check

14074 Trade Center Dr., Suite 114, Fishers, IN 46038

(317) 779-9897
john.collins@tfaconnect.com
Start Here

Blog

Friday, April 10, 2026

The Retirement Briefing | April 10, 2026The Retirement Briefing • Issue No. 6Inflation, Oil, and Your Retirement PlanMarch inflation came in hotter. Oil is still elevated. The IRA deadline is days away. Here is what matters for your...

Monday, October 27, 2025

Retirement isn’t about beating the market—it’s about getting where you want, when you want. Learn why focusing on timing, goals, and flexibility creates more peace of mind than chasing returns, and how a clear strategy keeps you on track.

Monday, October 27, 2025

Weekly Market Insights • Week Ending Oct 24, 2025 Wall Street’s October Plot Twist: Records, Cool Inflation — and a Debt Clock Ticking It felt like a movie: choppy start, midweek scare, strong finish. Tech steadied, banks delivered,...

Tuesday, October 21, 2025

Big banks soared, one slipped—and markets kept moving. Here’s why confidence beat chaos, what investors should watch, and how small market shifts can strengthen your retirement strategy.

Monday, October 20, 2025

The IRS redrew the 2026 tax map. New brackets, bigger deductions—and hidden risks if you wait. Find out what’s changing and how early planners turn policy shifts into opportunity.

Show All

Monday, September 8, 2025

Markets closed higher last week as megacap tech powered gains, even while unemployment hit a 4-year high and payrolls fell short of expectations. The paradox: weak economic data fueled hopes of a Federal Reserve rate cut, lifting risk appet

Monday, September 8, 2025

How the New Tax Bill Could Put $3,800 Back in Your Pocket Congress just delivered a surprise ending: the One Big Beautiful Bill Act of 2025. For millions, it’s the difference between a tax cliff and a windfall—and the clock is already...

Tuesday, August 26, 2025

In just 3 minutes, discover what Powell’s words mean for your money, Tech cooled, small-caps surged, and investors weighed inflation vs. jobs. Discover what this rotation means for your portfolio and retirement strategy.

Tuesday, August 5, 2025

Earnings Are Up, but Markets Are Down—What’s Really Going On? Investors have been trained to cheer strong earnings. But this past week, even solid profit beats from tech giants weren’t enough to calm a nervous market. The Dow slid...

Tuesday, July 29, 2025

Markets surge on strong Q2 earnings and trade deals. S&P hits new records. Housing prices shift. Get this week’s must-know insights and upcoming data.

Monday, April 21, 2025

U.S. stocks slipped over the shortened trading week as Q1 corporate reports started to roll in. The Standard & Poor’s 500 Index dropped 1.50 percent, while the Nasdaq Composite Index fell 2.62 percent. The Dow Jones Industrial Average...

Monday, April 14, 2025

Stocks ended the week with a strong gain as traders continued to focus on tariff talks while appearing to overlook upbeat news on inflation. The Standard & Poor’s 500 Index rose 5.70 percent, while the Nasdaq Composite Index gained 7...

Monday, April 7, 2025

Stocks fell broadly last week as domestic and foreign markets reacted to the White House’s tariffs. The Standard & Poor’s 500 Index declined 9.08 percent, while the Nasdaq Composite Index fell 10.02 percent. The Dow Jones Industrial...

Monday, March 31, 2025

Stocks moved lower last week as investors swung from exuberance to disappointment on news over tariffs and inflation. The Standard & Poor’s 500 Index fell 1.53 percent, while the Nasdaq Composite Index retreated 2.59 percent. The Dow...

Monday, March 17, 2025

Investors endured another volatile, whipsaw week as ongoing trade talks and White House comments about the economy unsettled investors. The Standard & Poor’s 500 Index declined 2.27 percent, while the Nasdaq Composite Index dropped 2...

Monday, March 3, 2025

Stocks were mixed last week as investor concerns over inflation and trade policy combined to produce another volatile trading week. The Dow Jones Industrial Average rose 0.95 percent, while the Standard & Poor’s 500 Index lost 0.98...

Wednesday, February 19, 2025

You've probably heard it countless times: You need $1 million to retire comfortably. This figure, often repeated in financial circles, can feel both motivating and intimidating—but is it truly necessary for everyone? The idea that $1...

Monday, February 17, 2025

Stocks advanced last week despite some intra-week volatility as investors showed concern about the economy's strength. The Standard & Poor’s 500 Index gained 1.47 percent, while the Nasdaq Composite Index picked up 2.58 percent. The...

Monday, February 10, 2025

Stocks posted modest losses last week as tariff deals, January jobs data, and Q4 corporate reports injected volatility into markets. The Standard & Poor’s 500 Index slipped 0.24 percent, while the Nasdaq Composite Index lost 0.53...

Thursday, February 6, 2025

Many people believe investing success depends on perfect timing and a bit of luck. But the reality? Even financial experts admit that trying to predict the perfect moment to buy and sell is nearly impossible. Warren Buffett put it...

Monday, February 3, 2025

Stocks were mixed last week as investors parsed market-moving news nearly every trading day—from an unsettling AI update to White House news to Q4 corporate reports. The Standard & Poor’s 500 Index fell 1.00 percent while the Nasdaq...

Monday, January 27, 2025

Stocks rallied last week as investors reacted positively to a handful of better-than-expected corporate earnings reports and developments out of Washington, D.C. The Standard & Poor’s 500 Index gained 1.74 percent, while the Nasdaq...

Monday, January 20, 2025

Stocks roared back last week, fueled by upbeat Q4 corporate reports and economic news that stalled inflationary fears. The Standard & Poor’s 500 Index rose 2.91 percent, while the Nasdaq Composite Index advanced 2.45 percent. The Dow...

Friday, January 17, 2025

For many, time feels like an unstoppable force—either an excuse to delay action or a roadblock to financial success. A common myth suggests that at some point, it simply becomes too late to start saving and investing. But this couldn’t...

Monday, December 30, 2024

Stocks notched a slight gain over the holiday week. A tech-driven rally in the first half of the week was clawed back in the second half as investors took profits following the market holiday. The Standard & Poor’s 500 Index advanced...

Monday, November 25, 2024

Stocks advanced last week, powering ahead with pre-holiday optimism despite geopolitical tensions and two disappointing Q3 corporate updates. The Standard & Poor’s 500 Index rose 1.68 percent, while the Nasdaq Composite Index gained 1...

Tuesday, November 19, 2024

Stocks fell last week as the postelection rally lost momentum amid an inflation uptick and cautious comments from Fed officials. The Standard & Poor’s 500 Index fell 2.08 percent, while the Nasdaq Composite Index declined 3.15 percent...

Monday, November 11, 2024

Stocks surged higher last week, fueled by the Fed’s rate cut decision and post-election enthusiasm as investors looked to future policy impacts of a Republican-controlled Senate and executive branch. (The House of Representatives...

Wednesday, November 6, 2024

Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors. The Standard & Poor’s 500 Index fell 1.36 percent, while the Nasdaq Composite Index declined 1.50 percent....

Wednesday, October 9, 2024

Navigating the Financial Landscape: The Impact of the Fed's Bold 0.5% Rate Cut In a dynamic financial world, staying informed on market shifts is crucial for both active investors and those simply monitoring their savings. This week,...

Tuesday, September 24, 2024

Understanding Market Movements and Strategic Financial Management. Investors were betting on a potential 50 basis point rate cut and got it. Boosting confidence in the markets with S&P 500 finishing the past week up 4% and the current...

Tuesday, August 27, 2024

Markets and Election Years: Lessons from History: What every Investors Needs to Know Great investments don't always win but always have a winning strategy. The stock market is akin to a rollercoaster with its inevitable ups and downs....

Friday, June 14, 2024

As we enter the traditional wedding month of June, we wanted to explore the range of expenses that can be related to this special event. The average US wedding costs $35,0001 According to The Knot Real Weddings Study of nearly 10,000...

Tuesday, June 4, 2024

Sir John Templeton once said, “The four most expensive words in investing are: ‘This time it’s different.'” And normally, we would agree. But the phrase “This time it’s different” may apply to what's happened in financial markets in...

Tuesday, May 28, 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...

Wednesday, May 22, 2024

A few years ago, there were ads from financial services companies asking, “What’s your number?” The number was the money you needed to retire comfortably. This was an effective way for financial services companies to get people...

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...

Wednesday, May 8, 2024

There isn’t a week that goes by when you don’t read about some data breach. Safeguarding your personal information starts with understanding cybersecurity risks, knowing what to look for, and doing everything you can to help protect...

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...

Tuesday, April 16, 2024

At the end of 2025, portions of the Tax Cuts and Jobs Act (TCJA) are set to expire. Many changes will come with the sunsetting of many rules, including the possibility that federal estate and gift tax exemption levels will revert to...

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...

Thursday, April 11, 2024

Can you imagine winning $1.13 billion (before taxes)? If you've seen the headlines, you know this isn't a hypothetical for one lucky resident of New Jersey.1 I have no doubt the winner will feel like (over) a billion bucks if they...

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...

Tuesday, April 2, 2024

Give your children the gift of financial literacy. They’ll thank you later! As a parent, you are well aware of your responsibility in helping your children grow up happy and healthy. Once they enter their teen years, the pressure can...

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...

Tuesday, March 26, 2024

As the presidential election race heats up, a common question on investors’ minds is, “How might the looming White House vote impact the markets?” Some may wonder if they should tweak their portfolios or sit tight...

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...

Monday, March 18, 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...

Tuesday, March 12, 2024

Experts estimate there are more than 44 million people with disabilities in the U.S., representing 13.4% of the population.1 Many parents of children with disabilities choose to establish a special needs trust. This can help provide...

Monday, March 11, 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...

Monday, March 4, 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...

Monday, February 26, 2024

Stocks vaulted to new heights last week on the back of an artificial intelligence (AI) semiconductor company, marking investors’ belief that AI has the potential to transform the U.S. economy. Stocks Rally to Record Highs Stocks...

Tuesday, February 20, 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...

Monday, February 12, 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...

Monday, February 12, 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...

Monday, February 12, 2024

Money can be a touchy subject, especially regarding our closest relationships. Whether we like it or not, finance plays an integral role in our partnerships, families, and friendships. So, how can we foster healthy attitudes and...

Tuesday, February 6, 2024

In the ever-evolving financial landscape, staying informed about the latest changes and potential implications for your retirement savings is crucial. Shifts in retirement regulations define 2024, and we’re committed to keeping...

Monday, February 5, 2024

Stocks pushed higher last week as investors cheered mega-cap tech corporate reports and a better-than-expected employment report. Stocks at New Highs At the beginning of the week, stocks surged, anticipating fourth-quarter corporate...

Monday, February 5, 2024

Stocks pushed higher last week as investors cheered mega-cap tech corporate reports and a better-than-expected employment report. Stocks at New Highs At the beginning of the week, stocks surged, anticipating fourth-quarter corporate...

Monday, January 29, 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...

Tuesday, January 23, 2024

It’s a fun time of year for football fans. The NFL playoffs are starting, and the Big Game is just around the corner. While football fans will tune in for the matchups, commercials, and Usher’s Big Game halftime show, you...

Monday, January 22, 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...

Tuesday, January 16, 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...

Tuesday, January 9, 2024

With the start of the new year, we wanted to discuss a topic that will likely garner attention throughout 2024: the potential sunsetting of the Tax Cuts and Jobs Act (TCJA) in 2025. Although some of the provisions within the TCJA are...

Monday, January 8, 2024

Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns. New Year Blues Stocks got off to a rough...

Tuesday, January 2, 2024

Stocks posted a slight gain last week amid a shortage of news and light holiday trading. The Dow Jones Industrial Average gained 0.76%, while the Standard & Poor’s 500 added 0.49%. The Nasdaq Composite index advanced 0.32% for...

Monday, December 18, 2023

Markets reacted positively last week to cooler inflation and the idea of potential rate cuts next year, adding to the gains of the market’s year-end rally. The Dow Jones Industrial Average rose 2.92%, while the Standard &...

Monday, December 11, 2023

A late-week, two-day rally left stocks higher, adding to November’s gains as the last month of trading for 2023 began. The Dow Jones Industrial Average was flat (+0.01%), while the Standard & Poor’s 500 gained 0.21%. The...

Monday, December 11, 2023

Your Child is Turning 18: Handling Healthcare, Academics, and Finances Together As your child blows out the candles on their 18th birthday, you may still see your baby girl or boy. But in the eyes of the law your child is considered a...

Monday, December 4, 2023

A Friday rally turned an otherwise mixed week for stocks into a solid performance. The Dow Jones Industrial Average picked up 2.42%, while the Standard & Poor’s 500 gained 0.77%. The Nasdaq Composite index rose 0.38% for the...

Monday, December 4, 2023

As we get ready to turn the page on 2023 and welcome the new year with all its possibilities, we’d like to take some time to reflect on the year that was—the notable events, trends, and developments that defined our...

Monday, November 27, 2023

Investor enthusiasm for stocks remained strong last week, buoyed by declining bond yields in a holiday-abbreviated trading week. The Dow Jones Industrial Average picked up 1.27%, while the Standard & Poor’s 500 gained 1.00%. The...

Monday, November 20, 2023

Stocks extended their November rally last week as investors cheered lower-than-forecast inflation data. The Dow Jones Industrial Average gained 1.94%, while the Standard & Poor’s 500 added 2.24%. The Nasdaq Composite index rose...

Monday, November 20, 2023

If you or a loved one has been diagnosed with Alzheimer's disease or any other form of dementia, this can be an extremely challenging time. While promising new treatments are developing and research continues, a cure remains elusive....

Monday, November 13, 2023

A powerful Friday rally left stocks higher last week, extending the market’s early November gains. The Dow Jones Industrial Average rose 0.65%, while the Standard & Poor’s 500 advanced 1.31%. The Nasdaq Composite index...

Wednesday, November 8, 2023

Divorce is one of the most stressful life events. Even the most amicable splits can be complicated and emotionally draining. We likely all know couples who have gone through divorce, and it can be a trying time for everyone involved....

Monday, November 6, 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...

Wednesday, November 1, 2023

While we haven’t yet said goodbye to 2023, it’s not too early to begin thinking about any tax changes that may be on the horizon. The Tax Cuts and Jobs Act (TCJA) of 2017 was designed to overhaul the federal tax code by...

Monday, October 30, 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...

Tuesday, October 24, 2023

Many of us have adapted to a world with remote team members and back-to-back Zoom calls with customers spread across the country, which certainly has its benefits. Nevertheless, one drawback is the difficulty of getting together in...

Monday, October 23, 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...

Tuesday, October 17, 2023

SECURE 2.0: Changes Going Into Effect in 2024 Passed in 2019, the SECURE Act was the most substantial retirement legislation in over a decade. It contained important changes designed to help investors save more and be better prepared...

Monday, October 16, 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...

Monday, October 9, 2023

A Friday rally overcame a shaky week, sending stocks mostly higher. The Dow Jones Industrial Average slipped 0.30% for the week. Meanwhile, the Standard & Poor’s 500 gained 0.48%, and the Nasdaq Composite index added 1.60% for...

Tuesday, October 3, 2023

Time to Think About Year-End Financial Strategies As we roll into fall and the fourth quarter, now is a good time to pause and reflect on proactive ways to set up your finances for 2024. Economically speaking, we are now in a much...

Monday, October 2, 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...

Tuesday, September 26, 2023

Recently, the buzzword artificial intelligence (AI) is on everyone’s minds, not just in the tech world but across multiple industries, including financial services. Given the growing interest and concerns surrounding AI, it...

Monday, September 25, 2023

Rising bond yields and fears of a government shutdown hammered stocks last week, with technology shares bearing the brunt of the retreat. The Dow Jones Industrial Average lost 1.89%, while the Standard & Poor’s 500 dropped 2.93%...

Monday, September 18, 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...

Tuesday, September 12, 2023

Social Security, the program you may have spent a lifetime paying into, is designed to offer stability, supplemental income, and other valuable benefits that can play a role in your overall financial strategy after you retire. However...

Monday, September 11, 2023

Concerns that the Fed may raise interest rates soured investor sentiment, sending stocks lower in a holiday-shortened trading week. The Dow Jones Industrial Average slipped 0.75%, while the Standard & Poor’s 500 declined 1.29%....

Tuesday, September 5, 2023

Falling bond yields–spurred by weak economic data–helped lift stocks to weekly gains. The Dow Jones Industrial Average advanced 1.43%, while the Standard & Poor’s 500 gained 2.50%. The Nasdaq Composite index...

Tuesday, September 5, 2023

If you ask the average investor which month is the most volatile for the stock market, they will probably say October. It’s a reasonable answer, but it’s incorrect. Despite October’s reputation for market-defining...

Monday, August 28, 2023

Stocks fluctuated last week, jostled by fitful bond yields and headline news, before ending strongly following Fed Chair Powell’s comments on the monetary outlook. The Dow Jones Industrial Average slipped 0.45%, while the...

Tuesday, August 22, 2023

As financial professionals, we understand how vital it is to safeguard your personal and financial information. Unfortunately, in our increasingly digital world, cybersecurity risks, such as phishing attacks, have become a prevalent...

Monday, August 21, 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...

Monday, August 14, 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...

Monday, August 7, 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...

Monday, August 7, 2023

You’ve done a great job teaching your children vital life lessons and instilling values that will last a lifetime. As summer ends and a new school year begins, one thing that shouldn’t be overlooked, especially for...

Tuesday, August 1, 2023

Changes are coming to the complicated form that students must submit to qualify for college financial aid, known as the Free Application for Federal Student Aid (FAFSA). The Department of Education is calling it the “most...

Monday, July 31, 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 &...

Tuesday, July 25, 2023

Over the last several months, I met with many self-proclaimed DIY investors who were seeking a second opinion about their investment strategies. Interestingly, nearly all of them have faced similar challenges.In an effort to help DIY...

Monday, July 24, 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...

Monday, July 17, 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 &...

Monday, July 10, 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...

Thursday, July 6, 2023

Increasingly, clients are asking our team for more information on High Deductible Health Plans (HDHPs) and Health Savings Accounts (HSAs). Many of you are likely familiar with the terms but may question whether they’re right for...

Monday, July 3, 2023

Stocks posted gains for the week to close out a stellar month, aided by positive economic data and reports that all major banks had passed the Federal Reserve’s annual stress test.The Dow Jones Industrial Average gained 2.02%,...

Monday, June 26, 2023

Stocks took a breather last week as investors digested the previous week’s surge and the month-to-date solid gains.The Dow Jones Industrial Average lost 1.67%, while the Standard & Poor’s 500 fell 1.39%. The Nasdaq...

Tuesday, June 20, 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%,...

Wednesday, June 14, 2023

Senior care costs can be overwhelming, particularly when long-term care is required due to illness or medical conditions. With the number of seniors in the U.S. expected to rise exponentially by 2030, it's crucial to be prepared for...

Monday, June 12, 2023

A late-week rally sent stocks into positive territory, with the S&P 500 index closing just shy of the 4,300 mark.The Dow Jones Industrial Average gained 0.34%, while the Standard & Poor’s 500 added 0.39%. The Nasdaq Composite...

Monday, June 5, 2023

Stocks surged higher in the closing days of a holiday-shortened trading week, ignited by a political resolution on raising the debt ceiling and a strong employment report.The Dow Jones Industrial Average rose 2.02%, while the Standard...

Tuesday, May 30, 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...

Monday, May 22, 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 &...

Monday, May 15, 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...

Thursday, May 11, 2023

Economies move in cycles – always have, always willThe Federal Reserve has been steadily increasing interest rates in an attempt to slow the rate of inflation. Its efforts are yielding some results, although inflation remains...

Monday, May 8, 2023

A Friday rebound, triggered by a big tech company’s earnings beat and a strong jobs report, shaved much of the week’s accumulated losses.The Dow Jones Industrial Average fell 1.24%, while the Standard & Poor’s 500...

Monday, May 1, 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, April 28, 2023

Fun fact: You probably have dozens of credit scores out there, and each one might be a different number.You’re probably familiar with a credit score, why it’s essential, and what it’s used for, but do you know how...

Monday, April 24, 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 &...

Monday, April 17, 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...

Wednesday, April 12, 2023

As we get older, it’s important that our adult children are prepared to manage any aging-related situations that may arise. This includes everything from having to make medical and financial decisions to determining assisted...

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...

Monday, April 3, 2023

Stocks rallied last week on receding fears of a widening banking crisis, led by resurging investor interest in technology and communication services names.The Dow Jones Industrial Average gained 3.22%, while the Standard & Poor’s...

Monday, March 27, 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...

Monday, March 20, 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...

Tuesday, February 21, 2023

Growing concerns about further interest rate hikes, prompted by fresh economic data, reversed early-week gains and left stocks mixed for the week.The Dow Jones Industrial Average slipped 0.13%, while the Standard & Poor’s 500...

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...

Monday, January 9, 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...

Tuesday, November 8, 2022

What is a Roth IRA?A Roth IRA is a type of retirement vehicle allowed by the IRS that defers taxes on investment earnings into the future.  An IRA stands for “individual retirement arrangement” and with a Roth IRA, the...

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...

Sunday, October 23, 2022

For those just starting to save for retirement, begin saving as much as possible and let compound interest generate earnings. The sooner you begin, the better it will be.

Monday, October 17, 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...

Wednesday, October 12, 2022

According to a 2020 TransAmerica survey, only 18 percent of retired people have a written plan for life after retiring, and only nine percent discuss planning with friends and family.

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, October 3, 2022

Recently, a survey found that approximately half of Americans plan to retire before age 62. That sounds like a wonderful option, but before it can become a reality, you must wipe out debt, and savings must...

Wednesday, September 28, 2022

One must be realistic about future plans and think ahead to avoid retirement mistakes. When preparing for retirement, it is easy to make poor financial moves. No one sets out to sabotage their retirement, but people often make the...

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

The overhang of Fed Chair Powell’s Jackson Hole speech the previous week carried over into last week as investors recalibrated stock valuations amid a seemingly more assertive monetary policy stance.The Dow Jones Industrial...

Monday, August 29, 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 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 15, 2022

An improving inflation outlook buoyed investors’ spirits last week, helping lift stocks to solid gains.The Dow Jones Industrial Average advanced 2.92%, while the Standard & Poor’s 500 rose 3.26%. 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, August 2, 2022

Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings.The Dow Jones Industrial Average increased 2.97%, while the Standard & Poor’s 500...

Tuesday, August 2, 2022

Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings.The Dow Jones Industrial Average increased 2.97%, while the Standard & Poor’s 500...

Monday, July 25, 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 18, 2022

A record-high inflation report, the prospects of a more aggressive Fed, and growing recession fears sent stocks lower– though losses were pared by a Friday rally.The Dow Jones Industrial Average slipped 0.16%, while the Standard...

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...

Monday, June 27, 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...

Tuesday, June 21, 2022

Stocks moved lower last week as recession fears deepened following a Fed hike in interest rates and weak economic data.The Dow Jones Industrial Average fell 4.79%, while the Standard & Poor’s 500 dropped 5.79%. The Nasdaq...

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...

Monday, June 6, 2022

In a holiday-shortened week of volatile trading, stocks surrendered some of the previous week’s strong gains.The Dow Jones Industrial Average fell 0.94%, while the Standard & Poor’s 500 declined 1.20%. The Nasdaq Composite...

Monday, June 6, 2022

In a holiday-shortened week of volatile trading, stocks surrendered some of the previous week’s strong gains.The Dow Jones Industrial Average fell 0.94%, while the Standard & Poor’s 500 declined 1.20%. The Nasdaq Composite...

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 23, 2022

Monday, May 16, 2022

Thursday, May 12, 2022

With the Fed in focus, the markets experienced wide price swings over the course of last week, as technology companies led the market lower. The Dow Jones Industrial Average slipped 0.24%, while the Standard & Poor’s 500...

Monday, May 9, 2022

Monday, May 9, 2022