The Municipal Securities Rulemaking Board’s current investor materials distinguish tax-exempt municipal bonds, taxable municipal bonds, and bonds with alternative-minimum-tax considerations. As households review income choices
In its August 5, 2026 earnings release, Eli Lilly reported completed acquisitions including Orna Therapeutics, Ajax Therapeutics, Centessa Pharmaceuticals, and Kelonia Therapeutics. Such announcements describe
The Federal Reserve’s July 2026 Senior Loan Officer Opinion Survey examines changes in lending standards, loan terms, and demand during the preceding three months. Those
Title: Before Year-End: Coordinate Portfolio Decisions and Tax Questions Focus keyword: year-end tax planning Subheading: How to Coordinate Investment Sales, Tax Questions, and Charitable Giving
The Federal Reserve’s September 2026 rate increase renewed attention to interest rates. For a retiree, the planning question is more specific: How do the portfolio’s
The IRS set the 2026 employee deferral limit for 401(k) plans at $24,500 and the IRA contribution limit at $7,500. Those figures, announced on November
October’s planning conversations follow a September Federal Reserve rate increase and a new U.S. inflation report. Those developments give investors economic information to assess, but
JPMorganChase’s October 2026 third-quarter earnings cycle is one example of the corporate reporting calendar that puts company performance in front of investors. For employees holding
A rising account balance can obscure an important change: more of the household’s wealth may now depend on fewer investments. The SEC’s investor guidance identifies
The Bureau of Economic Analysis reported on September 30 that U.S. personal consumption expenditures increased 0.9% in August 2026. After adjusting for prices, spending increased
The September 2026 Employment Situation report, released on October 2, showed payroll employment increasing by 29,000 and an unemployment rate of 4.2%. The Bureau of
The Bureau of Labor Statistics reported that consumer prices rose 0.6% in September 2026 on a seasonally adjusted basis and 3.7% over the preceding twelve
Following the Federal Reserve’s September 2026 rate increase, a maturing certificate of deposit offers an opportunity to review the purpose of the funds. The next
The Federal Reserve’s September 16, 2026 rate increase put interest rates back into household conversations. Yet the central bank’s target for an overnight rate and
On September 16, 2026, the Federal Reserve raised its target range for the federal funds rate by a quarter of a percentage point, to 3.75%–4.00%.
