Featured
Donor-Advised Funds – Origins, Benefits, and Who Should Use Them
Donor-Advised Funds – Origins, Benefits, and Who Should Use Them
Read more →
What Happens to Assets When a Spouse Passes? The Surprising Details
What Happens to Assets When a Spouse Passes? The Surprising Details
Read more →
Employer-Sponsored Retirement Plans
Employer-Sponsored Retirement Plans
Read more →
From Savings to Success: 6 Ways to Climb the Wealth Ladder
From Savings to Success: 6 Ways to Climb the Wealth Ladder
Read more →
Beyond Volatility: The Long Arc of Investing
Beyond Volatility: The Long Arc of Investing
Read more →
Market Minute: War, What Is It Good For?
Market Update, Economics
Market Minute: War, What Is It Good For?
Market Update, Economics
Read more →
Market Update, Economics
401(k) and 403(b) Plans: How They Help You Save for Retirement
401(k) and 403(b) Plans: How They Help You Save for Retirement
Read more →
Mutual Funds vs. ETFs — What’s the Difference?
Mutual Funds vs. ETFs — What’s the Difference?
Read more →
Closing the Gap: How Women Can Tackle Retirement Worries
Closing the Gap: How Women Can Tackle Retirement Worries
Read more →
Retirement Planning for the Younger Generations: Start Early, Thrive Later
Retirement Planning for the Younger Generations: Start Early, Thrive Later
Read more →
2026 Market Update
Economics, Market Update
2026 Market Update
Economics, Market Update
Read more →
Economics, Market Update
Living Child-Free? Here’s How to Plan for Retirement Your Way
Living Child-Free? Here’s How to Plan for Retirement Your Way
Read more →
Why Tax Diversification Matters More Than You Think
Why Tax Diversification Matters More Than You Think
Read more →
Beyond Santa: The Stewardship Legacy of St. Nicholas
Beyond Santa: The Stewardship Legacy of St. Nicholas
Read more →
What’s Scarier Than Death?
What’s Scarier Than Death?
Read more →
Declining Birth Rates and their Effect on Future Economics
Declining Birth Rates and their Effect on Future Economics
Read more →
Looking Back, Looking Ahead – Market Review 2025 and Outlook 2026
Looking Back, Looking Ahead – Market Review 2025 and Outlook 2026
Read more →
When Helping Hurts: Can Supporting Your Adult Children Derail Your Retirement?
When Helping Hurts: Can Supporting Your Adult Children Derail Your Retirement?
Read more →
Planning for the Silver Tsunami: Financial Moves to Make in Your 60s‬‬
Planning for the Silver Tsunami: Financial Moves to Make in Your 60s‬‬
Read more →
The Hidden Threat: Fraud Targeting Seniors and How to Prevent It
The Hidden Threat: Fraud Targeting Seniors and How to Prevent It
Read more →
The Main Changes Coming for Retirement in 2025
The Main Changes Coming for Retirement in 2025
Read more →
Understanding IRA Accounts: Types, Benefits, and How They Work
Understanding IRA Accounts: Types, Benefits, and How They Work
Read more →
Medicare Misconceptions: What Most Americans Get Wrong‬‬
Medicare Misconceptions: What Most Americans Get Wrong‬‬
Read more →
Social Security Services are Changing
Social Security Services are Changing
Read more →
One Big Beautiful Bill and Social Security
One Big Beautiful Bill and Social Security
Read more →
Three Money Myths About Women That Need to Be Debunked
Three Money Myths About Women That Need to Be Debunked
Read more →
Considerations When Claiming Social Security While Working
Considerations When Claiming Social Security While Working
Read more →
4 Popular Retirement Withdrawal Strategies: Which Is Right for You?
4 Popular Retirement Withdrawal Strategies: Which Is Right for You?
Read more →
Smart Strategies to Reduce Required Minimum Distribution (RMD) Taxes  
Smart Strategies to Reduce Required Minimum Distribution (RMD) Taxes  
Read more →
Tariffs, Trades and Your Portfolio
Tariffs, Trades and Your Portfolio

In this week’s Market Minute, Donald Simmons offers insights on the latest U.S.-China trade agreement and its impact on the markets, the economy, and your financial plan.

Read more →