Resources

Market Commentary | April 14th, 2025

Weekly Market CommentaryApril 14th, 2025Week in Review... Market indexes continued to experience significant volatility as investors adjusted their future expectations in response to increasing global trade tensions. The S&P 500 rose by 5.70% The Dow Jones...

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Market Commentary | Apri 7th, 2025

Weekly Market CommentaryApril 7th, 2025Week in Review... Market indexes declined last week as investors adjusted their future expectations in response to increasing global trade tensions. The S&P 500 declined -9.08% The Dow Jones Industrial Average dropped -7.86%...

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Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way—starting in the first year of high school.

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Market Commentary | March 31st, 2025

Weekly Market CommentaryMarch 31st, 2025Week in Review... Market indices closed the week lower as markets grappled with weakening consumer confidence and April 2 tariffs on automotives.   The S&P 500 declined by -1.53% The Dow Jones Industrial Average...

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Market Commentary | March 24th, 2025

Week in Review... Amid the plethora of economic reports and a Federal Open Market Committee (FOMC) meeting, market indices closed the week slightly higher as markets grappled with a resilient economy and future inflation expectations. The S&P 500 rose by 0.51% The...

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Social Security Fairness Act’s New Chapter

Social Security Fairness Act's New Chapter The Social Security Fairness Act, signed into law in December 2024, adjusts two longstanding provisions that previously reduced Social Security benefits for certain recipients: the Windfall Elimination Provision (WEP) and the...

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Market Commentary | March 10th, 2025

Week in Review... Market indices closed the week lower as markets grappled with the timeframe surrounding tariffs and possible labor market softening.   The S&P 500 declined by -3.50% The Dow Jones Industrial Average declined by -2.65% The tech-heavy Nasdaq...

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4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities Planning for a child with special needs can be complicated, confusing, and even overwhelming. Raising a child is expensive and can cost over a quarter of a million dollars, excluding college. For a child with special...

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Market Commentary | March 3rd, 2025

Week in Review... Most market indices closed the week lower as new U.S. data sparked concern among investors over a slowing economy and sticky inflation, leading them in search of safer assets.   The S&P 500 declined by -0.98% The Dow Jones Industrial Average...

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