In late 2025, lawmakers in both the House and Senate reintroduced legislation to help ensure that retirement plan participants with low balances don’t lose track of their savings during a job change. The new bipartisan legislation (Retirement Rollover Flexibility Act) aims to correct this issue by improving portability for Roth assets and helping employees keep […]
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Market Trends 2026: Stocks Rally as Inflation Cools
Stocks continued to rally for the most part last week, fueled by cautious investor optimism that U.S. involvement in the Middle East may be nearing an end. In addition, cooler inflation data (see below) along with the start of what is hoped to be a resilient earnings season also contributed to the rally. A resurgence […]
Read MoreTravel Tips 2026: What U.S. Travelers Need to Know
Travel tips 2026 are more important than ever as geopolitical tensions, airport disruptions, rising airfare costs, and long TSA lines make travel more complex. Staying informed, planning ahead, and remaining flexible can help ensure a smoother trip. Geopolitical tensions One of the biggest factors shaping travel is global instability. Political unrest, military conflict, and security […]
Read MoreStock Market Surge: S&P 500 Hits Record High
Stocks surged last week with the easing of geopolitical tensions that had weighed on equities for weeks. The S&P 500 crossed the 7,000 point barrier, while the NASDAQ achieved its longest winning streak (12 straight sessions) since 1992. Investor optimism was fueled by the ceasefire announced last week and the reopening of the Strait of […]
Read MoreTax Refund Tips: 3 Smart Ways to Use Your Refund
As of April 3, 2026, the IRS issued almost 70 million income tax refunds for the 2026 filing season, with an average refund amount of $3,462, about 11% higher than last year.1 For recipients, such a sudden influx of cash raises an important question: What’s the best way to use the money? In a recent […]
Read MoreStock Market Rally Continues as Oil Prices Fall
The U.S. stock market enjoyed a second straight rally last week as geopolitical tensions shifted, at least temporarily, from escalation to diplomacy. After a period of high volatility and risk aversion, investors were encouraged by the announcement of a ceasefire between the United States and Iran. Each of the benchmark indexes listed here closed the […]
Read MoreSAVE Plan Ending: What Student Loan Borrowers Need to Know
On March 27, 2026, the U.S. Department of Education announced next steps for borrowers who are currently enrolled in the Saving on a Valuable Education (SAVE) Repayment Plan, which is being discontinued. The Department is sending guidance to the 7.5 million borrowers currently enrolled in SAVE on what they need to do next.1 Here are the […]
Read MoreMarket Rally 2026: Stocks Rise on Tech Surge
The U.S. stock market was closed last week on Good Friday. Wall Street enjoyed a tech-led rally despite the escalation of the conflict with Iran and a pivot in fiscal policy following President Trump’s request that Congress approve a $1.5 trillion total defense budget for 2026, funded, in part, by a 22.6% cut in domestic […]
Read MoreTax Scams 2026: IRS Dirty Dozen List Explained
The Internal Revenue Service (IRS) recently released its annual Dirty Dozen list of tax scams for the 2026 tax season.1 The Dirty Dozen is part of a broader campaign to educate taxpayers about identity theft schemes and other forms of fraud, particularly during tax filing season. Notable developments for this year are the prevalence of scams […]
Read MoreStock Market Trends: Stocks Fall as Oil Prices Rise
Wall Street saw stocks continue to trend lower last week, influenced by geopolitical tension, volatile energy markets, and shifting investor sentiment. The Dow, the S&P 500, and the NASDAQ each closed the week lower, while the small caps of the Russell 2000 and the Global Dow settled marginally higher. Investors reacted to developments surrounding the […]
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