Quarterly Market Insights | October 2026
A timely commentary paired with an engaging video make the Quarterly Market Insights one of our most-anticipated pieces each month.
Time Is on Your Side: Why Starting Early Matters
Discover why starting early is often more powerful than saving more. This article uses a side-by-side comparison of two hypothetical savers to illustrate the remarkable impact of compound growth over time.
Identity Theft: Signs to Watch For and Steps That Can Help Protect Your Information
An article informing readers about the threats of Identity Theft.
2026 Tax Law Changes
The One Big Beautiful Bill Act introduced sweeping changes to individual, family, and business tax rules — some permanent, some temporary. Here's what you need to know before taking action.
Your 2026 Year-End Financial Planning Guide
Most year-end financial decisions don't fail because they were wrong — they fail because there wasn't enough time to make them well. This guide walks through the areas retirees and near-retirees most often review before December 31, from RMD timing to Roth conversions to estate coordination — while there's still room to think it through.
The Many Ways to Measure Inflation
The government publishes several inflation rates, each measuring something different. Learn why the CPI-W used for Social Security differs from the CPI-U, CPI-E, and PCE—and why the inflation rate that matters most is the one you're actually living with.