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Over the years, I’ve found that most people don’t need more complicated financial jargon…they just want a little clarity and a few good ideas they can actually use. That’s what I hope this space is all about.

From time to time, I’ll share thoughts on topics that come up in real conversations, including retirement , how taxes interact with your financial plan, investing, and some of the “what should I be thinking about right now?” moments we all run into. Nothing overly technical, just practical insights designed to help you feel a little more confident about where you stand and where you’re headed.

Think of this as an extension of my fireside chats in written form.  And if there’s ever a topic you’d like to see covered, don’t hesitate to reach out.

Thursday, June 4, 2026

The post-Memorial Day holiday trading week was short but potent as stocks delivered more record gains while confidence grew that a peace deal would materialize. The Standard & Poor’s 500 Index advanced 1.43 percent, while the Nasdaq...

Thursday, May 28, 2026

Stocks bounced back last week as enthusiasm for the AI trade continued and rumors of a Middle East peace agreement bolstered investor optimism. The Standard & Poor’s 500 Index advanced 0.88 percent, while the Nasdaq Composite Index...

Thursday, May 21, 2026

Stocks were mixed last week as investors fretted over hot inflation reports, which offset the move in chipmaker stocks. The Standard & Poor’s 500 Index rose 0.13 percent, while the Nasdaq Composite Index edged down 0.08 percent. The...

Friday, May 15, 2026

Stocks rose last week as peace talks picked up while investors cheered better-than-expected economic news and Q1 corporate results. The Standard & Poor’s 500 Index advanced 2.33 percent, while the Nasdaq Composite Index rose 4.51...

Thursday, May 7, 2026

Stocks advanced last week as investors moved past stalled progress in Middle East peace talks and refocused on corporate earnings. The Standard & Poor’s 500 Index rose 0.91 percent, while the Nasdaq Composite Index climbed 1.12...

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Friday, April 24, 2026

Weekly Market Insights as of April 20, 2026