Staying informed with market and economic insights helps investors make better financial decisions. Learn how Federal Reserve policies, interest rates, and economic trends may impact your investments and wealth strategy.
The Social Security Administration has officially announced a 2.8% cost-of-living adjustment (COLA) for 2026.That means beginning in January 2026, Social Security recipients will see a modest increase in their monthly benefits to help offset inflation. For most retirees, this translates to about $56 more per month on average. It’s not a life-changing boost, but it’s … Read more
Every year, the Social Security and Medicare Trustees release their annual reports—and the 2025 update delivers a reality check for millions of Americans planning their retirement. According to the report, the Social Security trust funds are projected to run short by 2034, one year sooner than previously forecasted. At that point, incoming payroll taxes would … Read more
When most people think about Social Security, they picture a reliable monthly income stream that’s tax-free. Unfortunately, that’s not always the case. Depending on your other sources of income, up to 85% of your Social Security benefits may be taxable. In this article, I’ll break down how Social Security taxes work, the thresholds you need … Read more
What’s Happening at the Fed — September 2, 2025 The Federal Reserve is approaching a pivotal moment: the September 16–17 FOMC meeting. All eyes are on whether the Fed will implement its first rate cut since 2024. In the past three months, job growth has slowed sharply, averaging just 35,000 new positions—levels not seen since the … Read more
The headlines can feel overwhelming right now. That’s why I want to share some current economic insights—in plain English—about what’s really happening with growth, tariffs, housing, and the Federal Reserve. That’s why I want to break this down for you in plain English. We’ll look at: The Global Picture Think of the global economy like … Read more