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A Look Ahead to 2026: Key Market Questions and a Critical Tax-Season Reminder
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As we enter 2026, investors and retirees are confronted with a financial landscape that presents both opportunities and challenges. Critical questions arise regarding market dynamics:…
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2025 Year-End Market Update and Key Financial Planning Considerations for 2026
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Markets ended 2025 on a positive note, but what does that momentum mean for 2026? This year-end update reviews recent market performance, economic data, interest…
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Looking Ahead to 2026: Market Forecasts and Key Considerations for Retirees
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As Wall Street firms release their outlooks for 2026, forecasts point to modest equity gains and a relatively stable bond environment. This update reviews key…
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Federal Reserve Update – Markets Digest the Message
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The Federal Reserve cut interest rates by 25 basis points while offering a more optimistic economic outlook. In this week’s market update, we review how…
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Fed Rate Cut This Week? Population Growth Trends and Impact on Our Economy
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This week, all eyes and ears will be focused on the Federal Reserve’s rate decision, with many anticipating a 0.25% rate reduction. The Fed appears…
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Stock Volatility Rises, Bonds Hold Firm
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A volatile week saw stocks retreat despite strong earnings, while bond markets continued their steady performance. Plus, CMS released important Medicare premium updates for 2026.
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Stock Volatility Increases – Lack of Government Reports Impacting Rate Expectations
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Stock volatility rises as missing economic data clouds the Fed’s next move. Discover how the government shutdown, shifting rate expectations, and Nvidia’s upcoming earnings are…
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Fed Rate Cut with Strong Words
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The Federal Reserve delivered a widely expected 0.25% rate cut — but Chair Jerome Powell’s sharp warning that a December move is “not even close”…
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Markets Climb on Strong Corporate Earnings | Social Security COLA Announced at 2.8%
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Stocks extended their rally last week as investors weighed persistent inflation, a fresh 2.8% Social Security COLA announcement, and expectations for another Federal Reserve rate…
Paul Levin
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