After the election, Congress may or may not end up keeping income and estate tax rates at their recent levels. Next year may bring some notable financial developments, and it isn’t too soon for households to think about them.
Hazards remained on the horizon last month, but that didn’t stop stocks from advancing – the S&P 500 rose 1.98% in August. Read more in the September economic update.
It is a big transition when you leave the workforce to live off your savings. Read more about this and get some hints about cracking that nest egg in our September newsletter.
On August 21, the S&P 500 hit a 4-year high. Unexpected? You might say so. This summer, stocks are managing to advance despite lingering threats.