Nov 14, 2026
WEEKLY MARKET REPORT · WEEK OF NOV 9–13, 2026 Stocks rally 2.5% for the week as the VIX falls, yet Treasury yields surge and tech slips Friday The week in brief The S&P 500 gained 2.51% for the week to 7,561.67, snapping a four-week losing streak, while the Nasdaq...
Nov 13, 2026
The water heater goes out on Monday. On Friday, your employer announces a cut in hours. Neither event was on your calendar, but both land in the same budget. In that moment, a financial plan has a practical job. It needs to tell you which bills come first, where the...
Nov 12, 2026
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I make a qualified charitable donation (QCD) to my local church on a monthly basis. I know that the receiving charitable organization must provide me with a written confirmation that no favors were given in return for my...
Nov 11, 2026
By Ian Berger, JD IRA Analyst Thinking of opening up a new solo 401(k) plan for 2026? Fortunately, you won’t have to rush to get it done by the end of the year. A solo 401(k) is an excellent retirement savings vehicle for self-employed business owners with no...
Nov 9, 2026
By Sarah Brenner, JD Director of Retirement Education Beneficiaries, including Roth IRA beneficiaries, are subject to required minimum distributions (RMDs). The SECURE Act and SECURE 2.0 have upended these rules and caused significant confusion. Now, many...
