Seasonal trends, cooling inflation, and a potential rate cut are shaping expectations for December.
See what the data shows in our Market Commentary.
https://t.co/AYbeoncEHX
High-income year? Your tax bill may climb. Here’s how charitable giving can help reduce the impact and support causes you care about https://t.co/fEnE5owM9b
After a modest pullback and a surge of pessimism, the S&P 500 finished November flat—near all-time highs. From improving economic data to broad-based earnings strength, there’s a lot for investors to be thankful for as we head into December. https://t.co/sDY5KwuQyx
Markets eased last week as volatility picked up around private credit, crypto weakness, tech selling, and questions about the Fed’s next move.
This week’s commentary breaks down what happened and early thoughts heading into 2026.
Read more
https://t.co/JC82JTLsM1
Some retirement contributions cut your taxes — others don’t. Knowing the difference can shape your strategy. Here’s what to know before your next deposit https://t.co/sEukeoAR7k
Financial progress is influenced by behavior, planning, and tax decisions. This 20-question quiz helps you look at those patterns and includes a clear guide to understanding your score. https://t.co/NuokCtlCRk
Markets were choppy last week, yet several core indicators remain stable. This week’s Market Commentary breaks down the rise in pessimism, ongoing earnings resilience, and how global growth trends are influencing the broader outlook.
https://t.co/Sr0695D39J
Giving back can be both meaningful and strategic.
This article breaks down how donor-advised funds and “bunching” donations can help make the most of your charitable giving
https://t.co/h0HDpsoCtJ
Markets pulled back a bit last week, but that’s part of a healthy cycle.
Our latest commentary explains why the outlook for 2026 is still positive—supported by earnings, policy, and momentum.
Read here:
https://t.co/A236sk0F0h
As a busy small business owner, you may not feel that working up an exit strategy needs to be a priority. But it should be. This article explains what makes a good succession plan and why it’s important to start planning now https://t.co/l3gnYc9oB2
November is known for market strength—and this year’s pattern fits that history.
After six months of solid performance, our Market Commentary looks at what’s supporting confidence and where things may go from here
https://t.co/5qd0tl4awp
In the wake of an up-and-down week for the market, let’s take a look at spectacular historical crashes during the month of October—including Black Monday. Also why is gold still surging? It’s all in our latest Market Commentary: https://t.co/KNbg9d10I5
Over the next two decades, an estimated $124 trillion in wealth will transfer to the next generation. Will you be ready for it? Our step-by-step guide can help you prepare https://t.co/qhoEgZ9cca
Many business owners don’t know the true market value of their business, and not knowing the real number can trip you up when it comes to planning for the future. This article explains why: https://t.co/yIeExoiYUA
The market did respond to tariff talk. But Friday’s sell-off was on the heels of one of the best 6-month rallies ever. In this Market Commentary, we discuss the state of this bull mrkt and why we’re not worried about Friday’s volatility: https://t.co/4L5xvNh8aU
The transition from employment to retirement can be complex. Check out our strategies to address the most common concerns for soon-to-be retirees: https://t.co/HunRs2J4Tp
Selling a business involves many considerations. One of them is tax consequences. Our most recent blog post for small business owners covers this and 3 other unforeseen challenges you could face: https://t.co/yu5mN1uOMy
Thinking about retiring soon? Make sure you’re prepared for the big transition by watching our What You Need to Do Leading Up to Retirement webinar, now available on-demand. https://t.co/wJNzgBMwzS
As you plan for retirement, it’s important to work through your budget. One major cost that is often overlooked is healthcare. Check out the steps you can take to plan for these expenses: https://t.co/TjuGMmWtaN
There’s quite a bit of “bubble” talk recently, and people have questions about whether the market is stretched too thin. The reality? It’s pretty hard to pinpoint a bubble in real time. We break it down in today’s Market Commentary: https://t.co/GWumF4Lvjh