A donor-advised fund (DAF) is a charitable giving account that can play a valuable role in a charitable giving strategy—popular for its tax efficiency, flexibility, and simplicity. This resource can help you determine if a DAF could be worth considering as a useful addition to your overall …
We might sound like a broken record here, but stocks gained again last week, with the S&P hitting more new highs, up to 24 now on the year with a gain of more than 12% year to date. Incredibly, stocks are up more than 30% from the April 8 closing low for one of the …
After nine months without a move, the Fed is set to cut interest rates. In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the latest CPI data, tariff-driven inflation, rising unemployment claims, and what Fed policy …
Choosing the right Medicare plan is one of the most important decisions seniors face. It’s also one of the most difficult. The healthcare system isn’t user-friendly to begin with. Stack all the Medicare options on top of that, and you’ve got yourself a challenge. That’s why it’s a good id …
The September Effect describes how the stock market tends to slump each September—investors and pros have noticed that September is usually the worst month for stocks, with bigger drops than other times of the year. But this year, things might get interesting thanks to some fresh signals fr …
The bull market rages on, as the S&P 500 moved to another new high last week, the first in the month of September and 21st overall on the year.
Have you thought about how much your healthcare will cost in retirement? Many people underestimate what they’ll need, and that can be an unwelcome reality check once you’re in retirement. According to recent findings, a 65-year-old individual retiring in 2025 will most likely spend an avera …
