November 2026 Newsletter

Consumer Debt Delinquencies Are on the Upswing

American consumers are falling behind on their debts, particularly on credit cards and student loans.

A Historic Year for Mega IPOs

Investors who own market-weighted index funds in a retirement or brokerage account might wonder how mega IPOs could change the risk-return profile of their portfolios.

Grocery Games: Can You Outsmart the Supermarket?

Here are a few shopping strategies that could help stretch your food budget.

Charitable Gift Annuity: A Gift That Gives Back

While there are multiple charitable giving strategies, a charitable gift annuity (CGA) offers donors potential philanthropic, income, and tax benefits.

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