RECENT NEWS
- IRS Halts Most Taxpayer Services As It Furloughs Nearly Half Its Workerson October 27, 2025 at 4:33 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 4:33 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 4:33 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 4:33 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 4:33 am
Everyone should have a will. But should the will or a trust control most of the assets in an estate?
Weekly Market Commentary
Revising Our S&P 500 Target Amid a Storm of Uncertainty | Weekly Market Commentary | April 21, 2025
With little visibility into where tariff rates shake out and the effects on earnings, it’s hard to have much conviction in a year-end S&P 500 target. Given the high degree of uncertainty, we use scenarios and a wider range to get more comfortable with our target and to increase our odds of accuracy (though we recognize these targets are more art than science).
Decent Chance Stock Market Bottom Is in but Far From Certain | Weekly Market Commentary | April 14, 2025
This week was one of the most volatile weeks in the history of the stock market. That excludes the historic two-day decline on Thursday and Friday the week before (April 3–4). The S&P 500 dropped 1.6% on Tuesday, April 8, surged 9.5% on Wednesday, April 9 (the third biggest up day since 1950), fell 3.5% on Thursday, April 10, and jumped 1.8% on Friday, April 11. The S&P 500 ended up nearly 6% for the week.
Tariff Turmoil: Where Do We Go From Here? | Weekly Market Commentary | April 7, 2025
Markets got quite a surprise from the Trump administration last week in the form of tariffs above even the most aggressive forecasts, increasing the risks to economic growth and corporate profits.
Tariff Uncertainty Facing Stocks to Start Clearing Soon | Weekly Market Commentary | March 31, 2025
Wednesday is the big day when the Trump administration will provide more clarity on their tariff plans. The latest news has been a mix of encouraging talk about narrow reciprocal tariffs and deep and biting auto (and auto parts) tariffs. It’s tough to lay out a tariff playbook for investors right now, so our advice is to wait and see. Markets and corporate America will need time to digest the information and figure out their next move. As potential dip buyers, we’re not in a big hurry.
Powell Walked a Tightrope | Weekly Market Commentary | March 24, 2025
Trade uncertainty and nagging inflation made Federal Reserve (Fed) Chair Jerome Powell walk a tightrope at the latest press conference.