Updates

Are You Ready for Medicare Open Enrollment Season?

Medicare’s Open Enrollment period begins on October 15 and runs through December 7. If you are covered by Medicare, it’s time to compare your current coverage with other available options. Medicare plans can change every year, and you may want to switch to a health or prescription drug plan that better suits your needs or […]

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Stock Market Gains as Investors Weigh Inflation and Earnings

A strong finish on Friday helped U.S. equities close last week on a positive note. Despite the end-of-week rally, stocks experienced significant volatility as investors swayed between optimism over potentially strong corporate earnings versus concerns over elevated Treasury yields and sticky inflation. Nevertheless, benchmark indexes posted notable gains, with the NASDAQ notching its fourth consecutive […]

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Labor Market Weakness Creates Uncertainty for Investors

Wall Street saw an uptick in volatility last week, resulting in a mixed performance among the major market indexes, despite a Friday rally that reduced the week’s losses. Investors weighed pressure from high Treasury yields and concerns about inflation against optimism that a weakening labor market might forestall another Federal Reserve rate increase. Once again, […]

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Sandwich Generation: Balancing Family and Financial Needs

At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses while at the same time looking after the needs of your aging parents. Squeezed in the middle, you’ve joined the […]

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Federal Reserve Policy Tightening Keeps Markets on Edge

Stocks closed last week generally higher as tech and AI shares attracted investors, while Treasury yields continued to rise as a notable sell-off pulled bond prices lower. This result is likely due to traders trying to balance strong corporate earnings and solid economic momentum with stubborn inflation and the likelihood of additional Federal Reserve policy […]

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Treasury Yields Rise as Fed Raises Interest Rates

Last week marked the first adjustment in interest rates in the last three years as investors spent the latter part of the week trying to figure out the implications of monetary tightening, rising Treasury yields, persistent inflation, and advancing crude oil prices. By week’s end, tech stocks showed resilience while large caps ticked lower. Ten-year […]

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Ghost Tapping Scam: How to Protect Your Money

As more people use tap-to-pay technology for everyday purchases, scammers have found a new way to exploit that technology in the form of ghost tapping. And while ghost tapping sounds like something out of a scary movie, it’s a scam that can have very real consequences. Tap-to-pay technology is designed to make payments quick and […]

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Treasury Yields Climb as Inflation and Rate Concerns Grow

Despite strong returns last Friday, it was not enough to offset losses accumulated earlier in the week. Each of the benchmark indexes listed here closed the holiday-shortened week in the red as investors tried to reconcile rising energy prices, increasing inflation, climbing Treasury yields, and the increasing likelihood of an interest rate hike by the […]

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Treasury Yields Rise: What Higher Rates Could Mean

A sell-off in U.S. Treasury bonds has pushed longer-term yields sharply higher, with repercussions that could ripple across the economy. On September 1, 2026, the yield on the 10-year Treasury note, which had dipped below 4.0% in February, had risen to nearly 4.8%, the highest level since early 2025. The 30-year Treasury yield hovered around […]

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August Jobs Report Sends Mixed Signals to Markets

Most of the major market indexes closed the week moderately higher, despite a late-week pullback. Investors had to weigh strong corporate earnings and economic resilience against concerns that the Federal Reserve may hike interest rates later this month following the unexpectedly robust jobs report (see below). Market sectors were mixed, with energy and communication services […]

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