News and Updates
S&P 500 July 2026 Update: Grinding Higher, Near Record Highs
Two weeks into July, the S&P 500 keeps doing what it’s done all summer — quietly climbing, within striking distance of a new record. Here’s where things stand, three reasons I like the setup, two risks I’m watching, and a look at earnings season and the fall calendar ahead.
Mid-Year 2026 Market Update: A First Half to Remember
The S&P 500 closed the first half of 2026 up 9.6% after its best quarter since 2020. Here’s what drove it, 3 reasons to stay bullish on the second half, and 2 to stay cautious.
The SpaceX IPO (SPCX): My Take on the Biggest Debut in History
On Friday, SpaceX goes public — the largest stock-market debut the world has ever seen. It’s a remarkable company and a genuinely exciting moment. It’s also priced for perfection. Here’s exactly how I’m thinking about it for your portfolio.
The SpaceX IPO: A Once-in-a-Decade Listing
The SpaceX IPO is just three weeks away — and at a $1.75 trillion valuation, it would be the largest public listing in history. Here’s a clear-eyed breakdown of the bullish case, the real risks, and who this stock actually makes sense for.
The $6,000 Senior Bonus Deduction Most Retirees Are Missing
There’s a brand new senior bonus deduction worth up to $12,000 sitting on the table for older Americans — and most retirees have never heard of it.
A Blockbuster April for the S&P 500
The S&P 500 just delivered its best month since November 2020 — surging 10.4% to a fresh all-time high. Here’s what drove the historic April rally, and three powerful reasons to stay bullish on the rest of 2026.
Backdoor Roth IRA 2026
The Backdoor Roth IRA is a completely legal, IRS-approved tax strategy that allows high-income earners to get money into a tax-free Roth account — even when the front door is locked. Here’s how it works in 2026, the pros and cons, and who should consider it.
S&P 500 Back within 3.5% of All-Time High
The S&P 500 weathered a bout of Q1 volatility driven by geopolitics — not fundamentals. The bull market is intact, earnings are accelerating, and here are four strong reasons the outlook for the rest of 2026 looks bright.
S&P 500 March 2026 Update: Staying the Course
A modest pullback from all-time highs is not a warning sign. Here’s what’s driving the short-term weakness — and three strong reasons to stay optimistic about the full year.
The #1 Benefit of a Living Trust
How a simple legal document can keep your family out of court, protect your privacy, and transfer your wealth on your terms — fast.