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Articles & Updates
Average Retirement Savings by Age: Summary, Analysis, and Strategies
By far the most common question we get asked? “How much do I need to retire?” The only right answer to that question is, it depends! Expenses, tax filing status, risk tolerance, and timeframe are all valid inputs that change that answer for everyone.
Medicare Open Enrollment 2026: What’s Changing and What You Need to Know
It’s that time of year again—Medicare Open Enrollment runs from October 15 through December 7, and if you’re enrolled in Medicare, this is your annual opportunity to make sure your coverage still fits your life.
Federal Reserve Signals Supportive Economic Outlook with Rate Cuts and Inflation Progress
On September 17, 2025, the Federal Reserve took a forward-looking step by lowering interest rates by 0.25%, bringing the federal funds target range to 4.00%–4.25%. This marks the first rate cut since December 2024 and reflects the Fed’s commitment to supporting the economy amid signs of softening growth and labor market conditions.
Fall Benefit Review: Why Now Is the Time to Take a Fresh Look
As we move into October, many employers are opening their annual benefit enrollment period. While the choices you make may feel routine, fall is an excellent time to step back and think about how your benefits fit into your broader financial plan.
Weekly Market Commentary
Market Commentary | September 21st, 2026
Economic data last week continued to show a resilient U.S. economy, although the primary focus was the Federal Reserve’s September policy meeting and the inflation outlook. Treasury yields remained elevated throughout the week, with the 10-year Treasury finishing near 5.0% and the 30-year ending around 5.34%, as investors digested the Federal Reserve’s 25-basis-point rate increase and updated economic projections.
Market Commentary | September 14th, 2026
The economic data last week continued to show a U.S. economy that remains resilient, but with inflation pressures moving back into focus ahead of the September Federal Open Market Committee (FOMC) meeting. Treasury yields moved sharply higher over the week, with the 10-year finishing around 4.97%, up from roughly 4.78% the prior Friday, while the 30-year ended near 5.38%, reaching its highest level in nearly two decades.
Market Commentary | September 8th, 2026
The week of August 31 was characterized by continued economic expansion and generally constructive labor market data, while inflation-related indicators remained elevated. The data suggested the U.S. economy continued to grow despite some moderation within selected manufacturing measures.