RECENT NEWS
- IRS Halts Most Taxpayer Services As It Furloughs Nearly Half Its Workerson October 27, 2025 at 1:20 am
Tax filings and payments are still due and Criminal Investigation will stay on the job. But processing of refunds and amended returns will likely be delayed.
- Decision Fatigue Is Costing You Money. Take These Simple Steps to Beat It.on October 27, 2025 at 1:20 am
Learn how savvy entrepreneurs are using science-backed strategies — and even AI — to make fewer, smarter choices and reclaim their brainpower.
- Key Estate Planning Documents You Needon October 27, 2025 at 1:20 am
There are five estate planning documents you may need, regardless of your age, health, or wealth.
- The Era of the Illiquid Millionaire Is Hereon October 27, 2025 at 1:20 am
Almost one-fifth of US households have a net worth of more than $1 million, with one-third of them gaining that status since 2017. Most of that wealth is on paper, due to a soaring stock market and increasing real estate values, making America enter the Era of the Illiquid Millionaire.
- How to Decide If the Foundation of Your Estate Plan Should Be a Will or a Truston October 27, 2025 at 1:20 am
Everyone should have a will. But should the will or a trust control most of the assets in an estate?
Weekly Market Commentary
Can Earnings Catch Up to This Stock Market Rally? | Weekly Market Commentary | May 27, 2025
First quarter reporting season was solid, but results didn’t offer much of a confidence boost in the outlook for the rest of the year.
Market Update: Tariff Pause Boosts Sentiment, Fed Steady | Weekly Market Commentary | May 19, 2025
In just a matter of hours last week, investors apparently decided that stocks were on sale, and it was time to buy. But nothing materially changed as consumers were still pessimistic about the future, firms were on the sidelines waiting to deploy capital amid tariff uncertainty, and the Federal Reserve (Fed) remained committed to their “Wait and See” stance.
Bulls Are on Trial | Weekly Market Commentary | May 12, 2025
Earnings continued to come in better-than feared, but “tariff uncertainty” continued to get flagged on most conference calls. The Federal Reserve (Fed) kept rates unchanged and stuck to its patient approach with monetary policy, despite notable downgrades to economic growth estimates and rising recession probabilities since their last meeting.
Finding Value Among the Muni Market Malaise | Weekly Market Commentary | May 5, 2025
The municipal bond market faced significant volatility in April, driven by spillovers from a turbulent Treasury market. Treasury yields were pressured higher by rising inflation expectations; the Federal Reserve’s cautious policy stance, reduced foreign demand; hedge fund deleveraging, portfolio shifts toward cash, and structural illiquidity.
Softer Tone on China Is Encouraging, but Some Caution Still Advised | Weekly Market Commentary | April 28, 2025
The softer tone toward China from the White House, President Trump’s pledge not to fire Federal Reserve (Fed) Chair Jerome (Jay) Powell, and renewed optimism about Fed rate cuts all helped drive a strong market rebound last week.