The Retirement Report
How is the Market Impacting Your Retirement?
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Inflation, Tariffs, Private Credit & What It Means for Retirees – Weekly Market Recap
Weekly market recap: U.S. GDP slows, inflation runs warm, and a Supreme Court tariff ruling raises fiscal questions. What it means for investors and retirees.
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AI Concerns Outweigh Positive Economic Data – Weekly Retirement Report
It was a challenging week for U.S. stocks. Recent enthusiasm surrounding artificial intelligence shifted to concern, particularly for industries that…
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Market Update, Plus: How Economic Uncertainty Affects Retirement Planning
Economic uncertainty can test retirement plans. Learn what really changes and what stays the same when markets and the economy feel unpredictable.
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Markets This Week: Fed Policy, Corporate Earnings, Treasury Yields, and Gold Volatility
Last week, markets saw mixed returns as investors digested a slate of corporate earnings, the Federal Reserve’s decision to keep interest rates unchanged, a new Fed…
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Market Update: Earnings Season Begins Amid Policy Uncertainty
Markets reacted swiftly last week as strong bank earnings were overshadowed by policy headlines, rising interest rates, and growing uncertainty surrounding the Federal Reserve. From a…
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Powell Under Pressure – Stocks Higher to Start 2026
Investors began 2026 with a measure of optimism, as all major market averages finished the first week of the year in positive territory. Market Performance –…
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The Sandwich Generation: A Financial and Emotional Blueprint for Supporting Aging Parents
Framing the Issue Life is good! Your kids are out of college, and you are now empty nesters. Your career is mature; your finances are in…
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A Look Ahead to 2026: Key Market Questions and a Critical Tax-Season Reminder
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: Will…
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Paul Levin Earns the Tax Planning Certified Professional® (TPCP®) Designation
When planning for retirement, many focus on investments and health care costs, but one crucial factor often overlooked is taxes. As they can become one of…
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