Weekly: Oil Prices and Inflation Concerns Continue
Markets declined for a third week as rising oil prices, Middle East tensions, and persistent inflation concerns weighed on investor sentiment.
Weekly: Geopolitical Tensions and Oil Shock Weigh on Markets
Stocks declined as investors reacted to a Middle East conflict, a sharp rise in oil prices, and mixed labor market data. Weekly market insights and key events ahead.
Does My Teenager Need to File a Tax Return?
Do teenagers need to file a tax return for part-time or seasonal work? Learn federal and state filing thresholds, how to claim refunds for withheld taxes, and why a Roth IRA may be a smart move for working teens.
Wholesale Inflation Impact on Investors
A practical explanation of wholesale inflation, the Producer Price Index, and how inflation data influences markets, interest rates, and long-term investment planning.
Weekly: AI and Inflation Concerns Pressure Markets
Stocks declined as investors weighed AI disruption concerns and stronger than expected wholesale inflation. Weekly market insights and key events ahead.
Chart of the Month: February
A breakdown of 25 years of inflation data across pet care, personal care products, and groceries, and what category-specific inflation means for retirement planning.
What to Do About 2026 TSP Changes
The 2026 TSP changes are now in effect, including Roth in-plan conversions, and required Roth catch-up contributions. Learn how these updates impact federal employee tax and retirement planning.
Managing Concentration Risk in a Retirement Portfolio
When one sector like technology leads the market, concentration risk can quietly build inside retirement portfolios. Learn how diversification and rebalancing help manage long-term retirement risk.
Weekly: Tech Momentum Outpaces Slowing Growth Concerns
Stocks moved higher as technology gains outweighed concerns about slowing growth, sticky inflation, and geopolitical tensions. Weekly market insights and events ahead.
Asset Class Quilt of 2025
What the asset class quilt from 2011 to 2025 reveals about market leadership, diversification, and investment risk. A visual look at why asset returns rotate and how blended portfolios behave over time.
Qualified Charitable Distributions: A Simple Way to Give
How Qualified Charitable Distributions work, who qualifies, and when using a QCD from an IRA may help coordinate charitable giving with retirement income planning.
Weekly: AI Fears and Mixed Data
Markets declined as investors weighed mixed economic reports and growing concerns about AI-driven business disruption. Weekly market insights and events ahead.
Federal Employee Benefits Essentials
A clear overview of federal employee benefits, including FERS pensions, TSP investing, FEHB and Medicare coordination, FEGLI life insurance, Social Security, and key retirement considerations.
Chart of the Month: January
A look at what America searched for in 2025 and what those headline spikes reveal about market reactions, investor behavior, and long-term strategy.
Tax Filing After a Loved One Passes Away
A guide to tax filings and planning considerations after a death, including final returns, estate taxes, and why the year of death matters.
Weekly: Dow Breaks 50,000
Markets were mixed as investors digested earnings results, sector rotation, and labor market data. Weekly market insights and key events ahead.
Tax Concerns for Generational Gifting
Learn how coordinated 529 and UTMA gifting strategies, combined with tax awareness, can support multigenerational wealth planning.
Selling Your Home? Here’s How Taxes on the Profit Work
Learn how the Section 121 home sale exclusion works, including gain limits, ownership rules, exceptions, and how prior use or improvements can affect the taxable outcome.
Weekly: Mixed Markets After Fed Decision
Markets were mixed as investors reacted to earnings results, a steady Fed decision, and economic data. Weekly market insights and key events ahead.
Simeon Esprit: An Interview on Financial Planning and Leading with Intention
An interview with Simeon Esprit on financial planning, habits, and how life experience shapes long-term direction beyond the numbers.