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June 2026

Rocket Fuel: The Potential Impacts of Major Index Changes This June

Rocket Fuel: The Potential Impacts of Major Index Changes This June

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While recent financial news headlines have given a great deal of attention to the slate of expected U.S. mega-cap IPOs, a few relevant storylines may have slipped under investors’ radar. Despite geopolitical and economic uncertainty in the first five months of 2026, global stock market indexes have quietly posted solid results. The S&P 500® Index […]

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Social Security Claiming Decisions: Don’t Dismiss the Math, but It Doesn’t Always Apply to Real Life

Social Security Claiming Decisions: Don’t Dismiss the Math, but It Doesn’t Always Apply to Real Life

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I’ll admit it: “Let’s talk about Social Security claiming” isn’t usually my opening line when I meet friends for dinner. And yet, with Peak 65 recently occurring (when more Americans turned 65 every day than in any previous year), it’s never been more important to talk about Social Security claiming, given the enormous implications this

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