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November 2026 Newsletter

Consumer Debt Delinquencies Are on the UpswingAmerican consumers are falling behind on their debts, particularly on credit cards and student loans. A Historic Year for Mega IPOsInvestors who own market-weighted index funds in a retirement or...

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October 2026 Newsletter

When Do Americans Start Receiving Social Security Retirement Benefits?When to start receiving Social Security benefits is a personal decision. What's in Your 401(k)?Contributing to a 401(k) can be a big step toward a more comfortable...

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September 2026 Newsletter

Top Reasons to Own Life Insurance How did consumers respond when asked why they owned life insurance? Index Funds: Traditional and Not-So-Traditional Index funds offer a simple, cost-effective way to participate in the markets, but not all...

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August 2026 Newsletter

The Fed's Inflation Measure While the media typically cites the consumer price index, the Federal Reserve prefers a different measure of inflation. Test Your Knowledge of Estate PlanningEstate planning helps you control the distribution of your...

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July 2026 Newsletter

Tariffs Helped Drive Decline in Trade DeficitSince the onset of broad global tariffs, the U.S. trade deficit has dropped significantly, due to a decline in the goods deficit and a growing surplus in services Is It Time to Declare Your Financial...

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June 2026 Newsletter

Pay Transparency Laws by State See which states have enacted pay transparency laws, and which states have pending legislation. Locked Out? How to Break Into Today's Housing Market For many young people today, the prospect of buying a home can...

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