The Retirement Report
How is the Market Impacting Your Retirement?
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Rising Interest Rates Weigh on Markets as Q4 Begins
The 10-year Treasury yield ended the week at 5.273% as rates rose for a fifth week and the economy added just 29,000 jobs. Read the full…
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S&P 500 Snaps Two-Week Losing Streak as Technology Rallies and Oil Prices Retreat
The S&P 500 snapped a two-week losing streak on AI optimism and lower oil prices, while the 10-year Treasury yield finished near 5.17%. Read the full…
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Stocks React to Fed Rate Hike as Treasury Yields Reach 5.00% — Medicare Changes for 2027
Treasury yields sit near 5% after the Fed’s rate hike. See what to review before Medicare open enrollment begins Oct. 15. Read the full report.
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Stocks Pull Back as Oil Prices Surge and Market Interest Rates Rise
Oil prices near $100 a barrel are pushing Treasury yields higher and complicating the inflation outlook. See what it means for your retirement plan.
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NVIDIA, The Fed, and Jobs Take Center Stage
Nvidia earnings showed $96.2 billion of quarterly revenue, up 106%, while the Fed warned inflation is still too high. See what both mean for retirees.
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National Debt Crosses $40 Trillion as Rates Climb
The national debt just topped $40 trillion as Treasury yields and oil prices climb. Here’s what rising rates mean for your retirement portfolio.
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Understanding the New Trump Accounts
One of the most talked-about provisions in the recently enacted tax legislation is the creation of Trump Accounts (officially known as Section 530A accounts). While the…
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Markets Finish Mostly Flat as Inflation Cools and Retail Sales Weaken
Key Takeaways Market Overview Markets finished last week mostly flat as investors digested tame CPI and PPI inflation reports, softer retail sales, and the usual summer…
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