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Monthly Market Insights | August 2026 Thumbnail

Monthly Market Insights | August 2026

Markets were mixed in July as investors weighed inflation, economic growth, corporate earnings, and AI investment. The Dow edged higher, while the S&P 500 and Nasdaq declined. As August begins, investors will be watching economic data and Federal Reserve policy for signs of what lies ahead.

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Hidden Healthcare Costs in Retirement Planning Thumbnail

Hidden Healthcare Costs in Retirement Planning

Most retirees plan for Medicare premiums and prescription coverage—but a few costs tend to slip through the cracks. Fidelity puts average lifetime healthcare spending for a retired couple at roughly $330,000, not counting extended care, and new Medicare Part D rules cap drug costs at $2,000 a year only for medications on your plan's covered list. Add in the healthcare-access tradeoffs of a rural retirement move or the growing appeal of concierge medicine, and the real cost of retirement healthcare starts looking a lot bigger than the basics.

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Week In Perspective | Stocks Rally After Fed Hold [03-August-26] Thumbnail

Week In Perspective | Stocks Rally After Fed Hold [03-August-26]

Stocks ended the week higher despite sharp swings driven by mixed second-quarter earnings and the Federal Reserve's decision to leave interest rates unchanged. Technology shares rebounded after early weakness, while investors continued to weigh inflation concerns and the outlook for interest rates. Read this week's Week on Wall Street for a recap of the market's key drivers, the latest Fed developments, upcoming economic reports, and the earnings calendar for the week ahead.

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Navigating the One Big Beautiful Bill Act's 2026 Tax Provisions Thumbnail

Navigating the One Big Beautiful Bill Act's 2026 Tax Provisions

The One Big Beautiful Bill Act reshaped individual and business taxes when it passed in July 2025 — and 2026 is the first full year those changes are in effect. Here's a clear rundown of what's permanent, what's temporary, and what's about to expire. Whether you're eyeing the higher SALT cap, the new senior deduction, or the sunset dates on tips and overtime relief, knowing where you stand can save you surprises at filing time.

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