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Market Update – August 18th, 2025
U.S. equities reached record highs early last week before pulling back, reflecting mixed economic signals. Retail sales rose 0.5% for the month of July and 3.9% year-over-year, while consumer sentiment weakened and inflation remained elevated.
Five Retirement Planning Missteps
This guide doesn’t promise overnight solutions. But it does help you ask the right questions—and that’s where confident retirement planning begins.
Market Update – August 11th, 2025
Markets rose for the week as investors looked past new tariff measures, buoyed by strong earnings reports and a stable economic backdrop. While trade tensions remain in focus, easing effective tariff pressures and a narrowing trade deficit helped support sentiment.
Market Update – July 28th, 2025
U.S. economic data last week was mixed but resilient, lifting equities to record highs. While leading indicators declined again, current data signals stability. Housing remains pressured by high rates, but rising inventory and softer prices may help buyers.
Market Update – June 23rd, 2025
Last week, markets were mostly flat as the Federal Reserve held rates steady and released a more cautious set of economic projections, signaling slower growth, higher inflation, and a “higher for longer” rate outlook.
U.S & Iran Conflict – Sunday, June 22, 2025
As we assess the events of Saturday, we hold hope that markets will interpret this decisive action as a step toward greater global stability. While geopolitical conflict inevitably brings uncertainty, it can also remove longer-term threats that markets have struggled to price.
Market Update – June 21, 2025
As of Saturday, June 21st at 8 p.m. PST, this represents the most current information…
Market Update – June 16th, 2025
Financial Markets Stocks declined later in the week as escalating geopolitical tensions between Israel and…
Market Update – June 9th, 2025
Markets advanced last week, continuing their recovery from April’s tariff-driven selloff, as a stronger-than-expected May jobs report boosted investor confidence. Economic data painted a mixed picture. Tesla shares slid sharply in the second half of last week based on political tensions.
Market Update – June 2nd, 2025
Financial Markets Stocks climbed in the shortened holiday week as signs of easing inflation from the PCE report, positive…
More Resources
- Important Retirement Milestones
- Understanding Required Minimum Distributions: What You Need to Know
- The State of Retirement
- Preparing for Healthcare Costs in Retirement
- A Guidebook to Taxes in Retirement
- Plan With Confidence: Why Working With a Fiduciary Makes a Difference
- What the “One Big Beautiful Bill” Could Mean for Your Financial Plan
- Retirement Workbook: A Blueprint for Planning Your Retirement
Financial Resources for Retirees and Families in Washington
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