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Thursday, May 14, 2026

Markets face pressure from geopolitical risk and rising energy prices, but disciplined investors who stay invested and integrate tax, income, and estate planning can turn volatility into long term opportunity.

Wednesday, May 6, 2026

AI investment, rising rates, and inflation continue reshaping markets in 2026. This weekly update explores market resilience, tax planning, RMD strategies, and why disciplined investors stay focused during uncertainty.

Thursday, April 30, 2026

Markets have weathered recent Iran-related geopolitical shocks with resilience, rewarding disciplined investors who stayed invested. Volatility highlights the importance of diversification, tax efficiency, and long-term strategy over reacti

Tuesday, April 21, 2026

Markets dropped early last week on geopolitical fears but rebounded strongly by Friday. The lesson: volatility is normal, staying invested is critical, and long-term returns come to those who avoid reacting to short-term noise.

Monday, April 13, 2026

Markets were jolted by geopolitical tension, including escalating conflict involving Iran and threats to key energy routes like the Strait of Hormuz, while investors also digested mixed economic data on inflation, consumer spending, and ser

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Saturday, April 11, 2026

Markets have been volatile amid escalating Iran, Israel, and U.S. tensions, driving oil price spikes and investor uncertainty. Staying disciplined and focused on long-term strategies, including tax-efficient planning, remains critical. Miss

Tuesday, March 31, 2026

The ongoing U.S.–Iran conflict is driving market volatility and higher oil prices, with disruptions in the Strait of Hormuz impacting global energy flows. While geopolitical tensions may persist for months, history shows markets often recov

Monday, March 30, 2026

Market volatility rises as the Iran conflict drives oil prices, inflation concerns, and interest rates higher. Learn how disciplined investing, tax planning, and smart Social Security strategies can help navigate uncertain markets.

Tuesday, March 24, 2026

Markets today reflect the same human tendencies Seneca warned about—emotion and uncertainty can distort judgment, especially in volatile environments shaped by geopolitical events like the Iran conflict.

Tuesday, March 17, 2026

Markets remain resilient despite geopolitical tension and uneven data. Discipline, not reaction, drives outcomes. Strong planning around taxes, income, and risk helps investors stay focused and confident in uncertain environments.

Tuesday, March 10, 2026

Financial success comes from disciplined choices, not status or headlines. Learn how thoughtful planning, market perspective, and understanding IRA tax rules help investors navigate uncertainty and build long-term stability.

Tuesday, March 3, 2026

Mission Financial Planners breaks down the latest market volatility, inflation data, oil price spikes from Middle East conflict, and shifting Fed expectations, explaining how diversification, tax strategy, and disciplined retirement plannin

Tuesday, February 24, 2026

Inflation held at 3%, earnings rose 8.5%, and AI-driven tech led market gains this week. We also highlight key tax reminders for foreign income and why children are 50 times more likely to face identity theft. In markets and in life, we rea

Monday, February 16, 2026

Weekly Market Update covering inflation at 2.4%, record gold inflows, rising Treasury yields, Medicare deadlines, tax planning strategies, and how disciplined financial planning drives retirement income and portfolio stability in 2026.

Thursday, February 12, 2026

The ETF world isn't the simple, low-cost marketplace it used to be. A surge in active management, higher fees, and increasingly complex strategies have reshaped the landscape. With more than 5,000 ETFs now competing for attention,...

Tuesday, February 10, 2026

Calm, organized financial planning beats emotional reactions in uncertain markets. This article connects 2026 market conditions, tax organization, and Stoic wisdom to show why discipline, structure, and preparation drive long-term success.

Tuesday, February 3, 2026

Weekly market update on why disciplined planning matters more than market moves, with February tax tips, family and business checkups, and insights from Mission Financial Planners.

Wednesday, January 28, 2026

Strong markets don’t replace disciplined planning. This post connects earnings-driven market gains, January tax and retirement actions, estate planning opportunities, and Stoic judgment to help investors approach 2026 with clarity and confi

Thursday, January 22, 2026

Potential CapEx incentives from the One Big Beautiful Bill Act could broaden business investment beyond tech in 2026, supporting productivity, earnings growth, and more durable long-term market performance.

Wednesday, January 21, 2026

A clear-eyed look at 2026 markets, tax planning, and disciplined decision making, blending J.P. Morgan insights with timeless Stoic wisdom to help investors stay focused, proactive, and in control as the year begins.

Thursday, January 15, 2026

As 2026 begins, markets face strong growth, higher valuations, and policy uncertainty. Broader sector participation, global leadership, and a healthier bond market reinforce why disciplined diversification and fundamentals matter most.

Tuesday, January 13, 2026

A clear look at markets, taxes, and retirement timing in 2026, and why understanding the rules and the calendar matters more than predicting outcomes.

Tuesday, January 6, 2026

Markets, tax law, and planning rules changed in 2025. Learn how clarity, discipline, and updated key financial data can help investors navigate uncertainty, reduce risk, and build resilient financial plans heading into 2026.

Tuesday, December 30, 2025

Gratitude and discipline lead to better financial decisions. Learn how thoughtful tax planning, steady investing, and intentional legacy planning can help you protect wealth and plan with clarity instead of urgency.

Tuesday, December 23, 2025

A practical essay on personal agency, financial decision-making, and year-end tax planning, encouraging individuals to move beyond borrowed advice and take ownership of their financial choices and long-term goals.

Tuesday, December 16, 2025

A weekly market update covering rate cuts, shifting inflation, practical tax planning, and why estate planning and insurance create stability, clarity, and confidence in an uncertain world.

Wednesday, December 10, 2025

Get key insights from Mission Financial Planners’ latest market update and learn why an estate-planning letter is essential for protecting your family. Prepare your portfolio, organize your documents, and finish the year with clarity and co

Monday, December 1, 2025

Year-end markets, tax strategies, and estate planning essentials you can act on now. Strengthen your financial plan, reduce taxes, protect your legacy, and support our Toys for Tots drive through December 17.

Tuesday, November 25, 2025

This week’s update explores a softening labor market, smart tax moves for lottery winnings, and crucial long-term care planning insights. Discover how proactive planning protects your finances against volatility, taxes, and rising caregivin

Tuesday, November 18, 2025

Learn how market shifts, tax opportunities, and rising healthcare costs impact your retirement plan, and why extended-care planning is essential. Stay prepared, protected, and confident with smart strategies from Mission Financial Planners.

Wednesday, November 12, 2025

Discover how timeless Stoic wisdom applies to today’s markets, tax relief strategies, and extended-care planning. Learn how the Five Pillars of Financial Freedom help you prepare, protect, and prosper through every economic season.

Monday, November 3, 2025

Hardship is life’s prescription for growth. Learn how disciplined financial planning, tax strategy, and extended-care coverage strengthen your Five Pillars of Financial Freedom and build lasting financial resilience.

Tuesday, October 28, 2025

Weekly market recap: Inflation steady at 3%, earnings up 8.5%, and AI-driven tech leads growth. Plus, why protecting your child’s identity matters—kids are 50x more likely to face ID theft. We reap what we sow—in life and in finance.

Tuesday, October 21, 2025

This week’s vlog explores how timeless Stoic principles align with modern financial planning through The Five Pillars of Financial Freedom.

Wednesday, October 15, 2025

Discover how the Five Pillars of Financial Freedom—earn, invest, protect, plan, and live—can help you build resilience, integrity, and long-term wealth in today’s complex financial world.

Monday, October 6, 2025

Discover why doing the right thing is the smartest financial move you can make. This week’s blog and vlog explore Stoic wisdom, market discipline, and The Five Pillars of Financial Freedom—your roadmap to lasting wealth and peace of mind.

Monday, September 29, 2025

Markets move fast—home sales up, jobless claims down, and gold hits record highs. Learn how to keep perspective, use IRS tools, and apply disciplined strategies from The Five Pillars of Financial Freedom, now available on Amazon.

Monday, September 22, 2025

Stay in control when markets shift and taxes change. Diversify globally, use smart strategies like employing your children, and keep financial composure. Learn more in The Five Pillars of Financial Freedom, now on Amazon.

Tuesday, September 16, 2025

Discover Stoic wisdom and financial planning insights. Learn how home sales, reverse mortgages, and market discipline require patience, preparation, and quiet strength to endure life’s inevitable seasons.

Monday, September 8, 2025

U.S. jobs growth slowed, Fed rate cuts loom, and Seneca’s wisdom reminds us to stay resilient. Learn how tax credits, retirement planning, and discipline can strengthen your financial future.

Wednesday, September 3, 2025

AI and tech are fueling U.S. growth while consumer confidence dips and inflation lingers. Learn why diversification, 529 plans, and healthcare planning are key to building financial resilience in today’s shifting economy.

Tuesday, August 26, 2025

Weekly Market Recap: U.S. PMI rises, housing starts climb, private equity exits rebound, and tax savings on education costs. Learn how assets impact financial aid and why respecting tradition while embracing innovation matters.

Tuesday, August 19, 2025

Weekly market recap: Inflation cools, consumer sentiment dips, and a rare U-shaped yield curve signals caution. Plus, insights on insurance protection and smart college funding strategies to keep your financial plan on track.

Wednesday, August 13, 2025

Weekly market insights on trade deficits, tariffs, and inflation trends, plus actionable tips on adoption tax credits and college cost strategies to help you plan smarter and protect your financial future.

Tuesday, August 5, 2025

Explore market trends, consumer behavior, tax tips, and college planning strategies, plus Stoic insights to help you stay focused and financially prepared in a changing economy.

Monday, July 28, 2025

This week’s market update covers housing affordability, identity theft protection, and rising healthcare costs in retirement—plus insights on smart planning strategies to stay in control no matter what the economy throws your way.

Tuesday, July 22, 2025

Markets steady as CPI ticks up, earnings expectations fall, and tariffs surge. Tech leads growth, but planning for incapacity and guardianship takes center stage. Show up, plan ahead, and protect what matters most.

Monday, July 14, 2025

Explore how tariffs, caregiving, and financial education impact your future. Learn why planning ahead, teaching kids about money, and staying humble in markets are essential for long-term success.

Thursday, July 10, 2025

The first half of 2025 delivered a landscape of contradictions for investors and families alike. On the one hand, volatility characterized much of the global economic environment, leading to significant drawdowns across U.S. equity...

Wednesday, June 25, 2025

Markets cooled, tariffs surged, and global tensions rose after strikes on Iran. Explore what it means for your portfolio, taxes, and long-term plan—plus tips on marriage, legacy, and independence from Mission Financial Planners.

Monday, June 16, 2025

CPI cools, but oil prices surge after Israel-Iran conflict. Discover what it means for inflation, the Fed, your portfolio, and why now is the time to review insurance and tax strategies. Watch the full recap on YouTube.

Monday, June 9, 2025

Explore the latest U.S. labor market trends, inflation outlook, smart tax tips, and timeless estate planning lessons inspired by The Ultimate Gift—all through the lens of purpose-driven financial planning.

Monday, June 2, 2025

Explore market confidence, rising housing costs, and smart estate planning in this week’s update. Watch the video on YouTube and schedule your personalized financial planning session at Mission Financial Planners.

Tuesday, May 27, 2025

Discover how rising student loan delinquencies, tax penalties, and IRA mistakes could impact your finances—and what smart steps to take now. Watch our latest market update and plan with purpose.

Monday, May 19, 2025

The Pulse of the Economy: Soft Inflation and a Subtle Slow Burn In an economic environment dominated by volatility and political noise, last week offered a rare moment of clarity—or at least, a brief reprieve from inflationary alarm...

Monday, May 12, 2025

Learn how to manage market risk, maximize tax deductions without itemizing, and avoid five hidden retirement tax traps. Stay disciplined and plan ahead with expert insights from Mission Financial Planners.

Monday, May 5, 2025

GDP fell 0.3% in Q1 2025, consumer confidence dropped, but job growth remained strong. Learn what it means for your portfolio, plus 4 smart strategies to reduce RMDs and boost tax efficiency in this week’s market recap.

Wednesday, April 30, 2025

Earnings season reveals early signs of tariff impacts, resilient consumer spending, and sector-specific risks. Read Kestra’s latest analysis with insights from John Choquette, CFA: https://www.kestraim.com/market-insights/markets-in-a-minut

Monday, April 28, 2025

Stay ahead in a shifting economy. Learn smart strategies for investing, taxes, and Social Security with a Stoic mindset. Don’t wait for stability — plan, prepare, and act now.

Monday, April 21, 2025

Weekly market insights: retail sales surge, industrial output dips, and housing starts hold steady. Explore tax tips, Social Security strategies, and the real impact of tariffs on earnings and inflation.

Wednesday, April 16, 2025

📉 Q1 2025 Recap: Stocks hit record highs, then corrected on policy uncertainty—especially tariffs. The "Magnificent 7" tumbled 16%, but bonds, gold, and international stocks cushioned the blow. Diversification proved its worth—again. 💼📊

Monday, April 14, 2025

Markets swung wildly in Q1 2025, but history proves staying invested beats panic. From Social Security reform to tax deadlines, this week’s recap breaks it all down—plus a little Stoic wisdom for good measure. 🎥 https://youtu.be/2LSseOqIYS

Monday, April 7, 2025

April opened with a tariff-triggered selloff, offset briefly by strong jobs data. Kestra IM prepped portfolios early, shifting to value, mid-caps, and bonds. The message: plan ahead, stay diversified, and don’t flinch when markets do.

Thursday, April 3, 2025

Mega-cap tech stumbled in Q1, but diversification delivered. Kara Murphy unpacks market surprises, trade tensions, and why the “boring stuff” may be your portfolio’s unexpected hero. 🎥 https://www.youtube.com/watch?v=9fFzt8kZlwc&t=1s

Tuesday, April 1, 2025

📦 For decades, free trade shaped the U.S. economy. Now, policymakers are pivoting—focusing on onshoring, tariffs, and bilateral deals to boost domestic industry and supply chain security. The era of unchecked globalization may be over. 🌎

Monday, March 31, 2025

Markets cool, Germany plans €1T in spending, and Social Security taxes catch retirees off guard. Get the insights, tax tips, and Stoic mindset you need—in just 5 minutes. 💼📈 #FinancialPlanning #MarketUpdate #TaxTips

Monday, March 24, 2025

U.S. stocks stumbled as the “Magnificent Seven” dropped 12% YTD, triggering a 10% market correction. Global markets soared. Time to diversify. Tax tip: weigh itemizing vs. standard deduction and max out retirement contributions. Plan smart.

Monday, March 17, 2025

The SECURE Act & SECURE 2.0 raised RMDs to 73 (75 by 2033), expanded catch-up contributions, allowed 529-to-Roth rollovers, and required auto-enrollment in retirement plans. Maximize employer matches, use Roths, and plan withdrawals wisely!

Monday, March 10, 2025

February’s data showed slowing U.S. growth: job gains softened, manufacturing stalled, and services remained strong. The record trade deficit weighed on GDP. Markets face inflation risks and policy uncertainty. Stay informed—join Mission Fi

Monday, March 3, 2025

📢 Weekly Market Recap: Consumer spending dips, inflation trends, and SECURE Act 2.0 updates. Join our March 12 webinar for insights on retirement & tax planning. Plus, tax tips, economic shifts & a lesson from Epictetus. Watch on YouTube!

Thursday, February 27, 2025

The Magnificent 7 led market gains, but repeating that performance is unlikely. High valuations call for diversification. Avoid extrapolation bias—consider mid caps, small caps, and global equities to stay aligned with long-term goals.

Monday, February 24, 2025

📊 Weekly Market Recap: Housing slows, jobless claims rise, and gold nears $3K! 🚀 Are you financially fit for 2025? Let’s review your plan—call Mission Financial Planners at 888-339-0093 or visit www.missionfinancialplanners.com 💡

Monday, February 17, 2025

This week’s market recap covers inflation, retail sales, and a potential rebound in commercial real estate. Plus, join our Business Continuation webinar on Feb 26 to plan for your company’s future!

Wednesday, February 12, 2025

Earnings reports for Q4 2024 are strong, with the S&P 500 set for its best growth since 2021. Financials, Tech & Communications lead, while Energy lags. As market leadership shifts, policy uncertainty looms. Full breakdown in this week's Ma

Monday, February 10, 2025

This week’s market recap covers job trends, inflation data, and federal workforce cuts. Plus, tax tips for homeowners, retirement planning insights, and a February 11 webinar on business, career, and retirement transitions. Register now! #F

Tuesday, February 4, 2025

📉 Tech Sell-Off & GDP Growth – What It Means for Investors 📈 AI disruption hit tech stocks hard, while GDP grew 2.3% in Q4. Plus, key tax deductions & our Feb 11 Financial Fitness Webinar! 📢 Watch here: https://youtu.be/bmrLwDIFOJs

Monday, January 27, 2025

🌟 Start 2025 strong! 🌟 📊 Market Update: PMI at 52.4, FOMC & GDP data ahead. 💡 Epictetus: Master desires, actions, & judgment. 💰 Tax Tip: Deduct medical expenses! Join our 2/11 Financial Fitness webinar & thrive this year! 💪

Monday, January 20, 2025

Mission Financial Planners offers tailored advice on retirement income, tax efficiency, and business strategies. Achieve long-term goals with holistic, fiduciary-focused planning. Contact: 888-339-0093, admin@mfplanners.com.

Wednesday, January 15, 2025

Stay ahead in 2025! From market updates to tax tips and a Financial Fitness Checkup, we cover job growth, proactive planning, and reducing financial stress. Call 888-339-0093 or visit www.missionfinancialplanners.com to secure your future!

Wednesday, January 8, 2025

Stay informed and ready for 2025—check out our 2024 Key Financial Data Card in the description to maximize savings and secure your financial future!

Tuesday, December 17, 2024

Stay informed and plan ahead! Review retirement milestones, tax strategies, and health considerations to secure your future. Connect with us and take action now to protect your finances and well-being.

Tuesday, December 10, 2024

The U.S. labor market stays strong, with 227K jobs added in Nov. 🛠️🏥 Learn how tax tips & life insurance as a financial asset can support your goals. 💰📈 Contact us at admin@mfplanners.com or 888-339-0093!

Monday, December 2, 2024

📈 Market-Moving News: JPMorgan’s 📊 weekly update highlights overstated Q2 job growth ⚠️, strong GDP 💪, and key updates for Dec 2-6! 🗓️✨

Tuesday, November 26, 2024

This Thanksgiving, focus on resilience and planning! Record holiday spending highlights confidence. Maximize Health FSA savings, plan long-term care, and review key economic updates. Embrace the season with purpose, care, and good choices!

Tuesday, November 19, 2024

Proactive financial planning is essential to address inflation risks, leverage tax opportunities, and prepare for long-term care challenges. Take action today by consulting with us! 888-339-0093 | admin@mfplanners.com

Wednesday, November 13, 2024

Market-Moving News[i] Election! As the dust settles post-election, investors are keenly assessing what the next four years might bring. Despite the policy uncertainties that accompany a unified Republican government, the economic...

Monday, November 4, 2024

Market-Moving News[i] All that glitters IS gold 2024 has been a banner year for gold. Now worth $2,736 per troy ounce, the precious metal has climbed over 30%, on pace for its best year since 1979, and set 41 all-time highs. Since gold...

Monday, October 28, 2024

This week's updates cover essential economic indicators, supportive guidance for military members, and a focus on advance planning for health care—setting a foundation for both financial and personal resilience.

Tuesday, October 22, 2024

Market-Moving News[i] Inching higher The S&P 500, the Dow, and the NASDAQ each rose, climbing for the sixth week in a row to extend the market’s recovery from a sharply negative start to September. The S&P 500 and Dow pushed their...

Tuesday, October 15, 2024

Market-Moving News[i] Inching higher The S&P 500, the Dow, and the NASDAQ each rose more than 1%, climbing for the fifth week in a row to extend the market’s recovery from a sharply negative start to September. The S&P 500 and Dow...

Tuesday, October 8, 2024

Market-Moving News[i] Baby steps The major U.S. stock indexes alternated between small daily gains and losses before mounting a modest rally on Friday to end with fractional gains for the week overall. It was enough to push the S&P 500...

Monday, September 30, 2024

Market-Moving News[i] Market rebound U.S. stocks rose for the third week in a row, extending their recovery from a sharp weekly decline in the first week of September. The S&P 500 and the Dow added 0.6% to the record-high levels they...

Sunday, September 22, 2024

50 basis points? No way! Let's talk about it!

Tuesday, September 17, 2024

Market-Moving News[i] V-shaped recovery The major U.S. stock indexes rallied, posting weekly gains ranging from around 3% to 6% that were nearly equal in magnitude to the previous week’s steep losses. Much of September’s volatility has...

Monday, September 9, 2024

Market-Moving News[i] Slippery slope U.S. stock indexes posted some of the steepest weekly declines in more than a year, with the NASDAQ down nearly 6% as of Friday's close, the S&P 500 falling more than 4%, and the Dow declining...

Tuesday, September 3, 2024

Lots going on this week! September is Life Insurance Awareness Month, so we'll be featuring life insurance in our weekly updates. This week is an overview of the different types of life insurance and how they work. Enjoy!!

Wednesday, August 28, 2024

Check out our weekly market update for the week ending August 23!

Wednesday, August 21, 2024

Metallica takeover in Minneapolis!! In case you were wondering why we're a little late this week, it's because I was rocking out with about 50,000 of my best friends, including my Mom, who is in her 80s, who was there!!

Monday, August 12, 2024

Market-Moving News[i] Growth 2Q24 GDP growth came in at 2.8% q/q saar compared to expectations of 1.9% and above last quarter's 1.4%. Notably, the core PCE index rise to 2.9% was slightly firmer than expected but was below the 3.7%...

Monday, August 5, 2024

Kids are back to school next week! The market's on a roller-coaster! Let's talk about it!

Monday, July 29, 2024

Ok I think all our tech issues are behind us (keep your fingers crossed - Google lost 15 million - yes, MILLION - passwords over the weekend)! Check out our weekly update!

Monday, July 22, 2024

Kids are now home full-time till going back to school (camp is over)! We're back up to a garage refrigerator, a new cell phone, but still don't have the car or the kitchen refrigerator! Check out our Weekly Market Update!

Tuesday, July 16, 2024

Check out our Weekly Market Update!

Monday, July 8, 2024

Happy 4th of July! We were shut down last week in observance of the holiday but are back at it today! Check out our weekly update - markets, economy, philosophy, tax tips and healthcare, all rolled into one!

Monday, June 24, 2024

Summer is here! Kiddoes are out of school and, like that Christmas song, you might not be able to wait for them to go back to school! Take a look at this week's tax update for some information on how dependent care credits work. Enjoy!

Monday, June 17, 2024

It's Father's Day AND Juneteenth! A great week to celebrate Dad's and Father Figures everywhere and also to celebrate the end of slavery in the United States! Have a great week and enjoy!

Sunday, June 9, 2024

It's wedding season! We have some tax tips focused on big life changes, we'll talk about markets and big reports coming this week, and some guidance around alzheimers (what's the difference between misplacing stuff and a real problem).

Monday, June 3, 2024

Hey it's June 3! I'm not sure what has ever happened of note on June 3 but it's time for our weekly market update! June is Alzheimer's and Brain awareness month, so our health topics will focus there.

Tuesday, May 28, 2024

Memorial Day is a time to reflect upon those who paid the ultimate price so we can enjoy the benefits of our Republic. Thank you to all who sacrificed and their families, who miss them more than anything.

Monday, May 20, 2024

Markets up, inflation down, volatility down, it's a good time to be an investor!

Sunday, May 12, 2024

More job openings, markets on a tear, Mother's Day!! Check out our weekly post!

Monday, May 6, 2024

Markets are back up! Profits are up! Anxiety is up! Let's talk about it.

Monday, April 29, 2024

Market-Moving News[i] Tech-driven rally The S&P 500 and the NASDAQ posted big weekly gains and snapped a three-week string of declines as strong earnings from technology companies helped offset disappointment over the latest economic...

Sunday, April 21, 2024

Weekly market update, week ending April 19, 2024.

Monday, April 15, 2024

It's tax day! Check out our weekly update for taxes, taxes, taxes!

Sunday, April 7, 2024

Check out our weekly update for the week ending April 5 - lots going on in the market and economy, taxes, philosophy, and aging! Did you know your genetics only account for about 25% of your logevity potential? Check it out!

Monday, April 1, 2024

April Fools!!! Just kidding! It's our weekly update!

Monday, March 25, 2024

UH - we're all getting OLDER!!! I guess that's a good thing! We'll talk weekly market update, philosophy, 15 tax tips and how to exercise once those chronic illnesses start cropping up! Don't worry - we won't make you exercise! ;-)

Monday, March 18, 2024

Check out Matt's weekly update - markets, philosophy, health and taxes *SUPER FUN*

Monday, March 11, 2024

Market-Moving News[i] Uneven Results The S&P 500 rose around 1% and the NASDAQ added nearly 2%, with the latter index on U.S. stock indexes got off to a shaky start on Monday and Tuesday but reversed course as the week progressed to...

Monday, March 4, 2024

Weekly market update for week ending March 1, 2024

Monday, February 26, 2024

Our weekly update with Matt Donaghue, covering markets, economy, philosophy, taxes and health! Updated every week and posted as a Vlog (most weeks) as well!

Tuesday, February 20, 2024

Market-Moving News[i] Slight pullback The S&P 500 posted a fractional decline, snapping a five-week string of positive results that had left the index at a record high. Despite the setback, the S&P 500 remained nearly 22% above a...

Monday, February 12, 2024

Check out our weekly update! You can watch/listen to it on our YouTube channel: https://www.youtube.com/@MissionFinancialPlanners

Tuesday, February 6, 2024

Check out our weekly market update with Matt Donaghue

Monday, January 29, 2024

Stocks continued their upward climb last week as excitement around big tech continued; positive economic reports stoked investors’ belief that the Federal Reserve has pulled off a soft landing. Stocks Power Ahead Big tech was...

Tuesday, January 23, 2024

It’s a fun time of year for football fans. The NFL playoffs are starting, and the Big Game is just around the corner. While football fans will tune in for the matchups, commercials, and Usher’s Big Game halftime show, you...

Monday, January 22, 2024

Stocks finished higher last week, with big tech again leading amid lingering uncertainty over how continued economic strength would influence the Fed’s rate decision. Stocks Dip, Then Rally  Stock prices dropped early in...

Tuesday, January 16, 2024

Stocks pushed higher last week, led by big tech names and boosted by December inflation reports that were mixed but positive enough to shore up investor confidence in Fed rate cuts this year. Stocks Rock and Roll It was a rocky week...

Tuesday, January 9, 2024

With the start of the new year, we wanted to discuss a topic that will likely garner attention throughout 2024: the potential sunsetting of the Tax Cuts and Jobs Act (TCJA) in 2025. Although some of the provisions within the TCJA are...

Monday, January 8, 2024

Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns. New Year Blues Stocks got off to a rough...

Tuesday, January 2, 2024

Stocks posted a slight gain last week amid a shortage of news and light holiday trading. The Dow Jones Industrial Average gained 0.76%, while the Standard & Poor’s 500 added 0.49%. The Nasdaq Composite index advanced 0.32% for...

Monday, December 18, 2023

Markets reacted positively last week to cooler inflation and the idea of potential rate cuts next year, adding to the gains of the market’s year-end rally. The Dow Jones Industrial Average rose 2.92%, while the Standard &...

Monday, December 11, 2023

A late-week, two-day rally left stocks higher, adding to November’s gains as the last month of trading for 2023 began. The Dow Jones Industrial Average was flat (+0.01%), while the Standard & Poor’s 500 gained 0.21%. The...

Monday, December 11, 2023

Your Child is Turning 18: Handling Healthcare, Academics, and Finances Together As your child blows out the candles on their 18th birthday, you may still see your baby girl or boy. But in the eyes of the law your child is considered a...

Monday, December 4, 2023

A Friday rally turned an otherwise mixed week for stocks into a solid performance. The Dow Jones Industrial Average picked up 2.42%, while the Standard & Poor’s 500 gained 0.77%. The Nasdaq Composite index rose 0.38% for the...

Monday, December 4, 2023

As we get ready to turn the page on 2023 and welcome the new year with all its possibilities, we’d like to take some time to reflect on the year that was—the notable events, trends, and developments that defined our...

Monday, November 27, 2023

Investor enthusiasm for stocks remained strong last week, buoyed by declining bond yields in a holiday-abbreviated trading week. The Dow Jones Industrial Average picked up 1.27%, while the Standard & Poor’s 500 gained 1.00%. The...

Monday, November 20, 2023

Stocks extended their November rally last week as investors cheered lower-than-forecast inflation data. The Dow Jones Industrial Average gained 1.94%, while the Standard & Poor’s 500 added 2.24%. The Nasdaq Composite index rose...

Monday, November 20, 2023

If you or a loved one has been diagnosed with Alzheimer's disease or any other form of dementia, this can be an extremely challenging time. While promising new treatments are developing and research continues, a cure remains elusive....

Monday, November 13, 2023

A powerful Friday rally left stocks higher last week, extending the market’s early November gains. The Dow Jones Industrial Average rose 0.65%, while the Standard & Poor’s 500 advanced 1.31%. The Nasdaq Composite index...

Wednesday, November 8, 2023

Divorce is one of the most stressful life events. Even the most amicable splits can be complicated and emotionally draining. We likely all know couples who have gone through divorce, and it can be a trying time for everyone involved....

Monday, November 6, 2023

Stocks ripped higher last week on a dramatic retreat in bond yields triggered by easing inflation and a slowing labor market. The Dow Jones Industrial Average jumped 5.07%, while the Standard & Poor’s 500 surged 5.85%. The...

Wednesday, November 1, 2023

While we haven’t yet said goodbye to 2023, it’s not too early to begin thinking about any tax changes that may be on the horizon. The Tax Cuts and Jobs Act (TCJA) of 2017 was designed to overhaul the federal tax code by...

Monday, October 30, 2023

Amid a busy week of corporate earnings reports, stocks slumped on cautious earnings guidance, fears of higher interest rates, and growing anxiety over the increasing amount of Treasury bonds and notes coming to market. The Dow Jones...

Tuesday, October 24, 2023

Many of us have adapted to a world with remote team members and back-to-back Zoom calls with customers spread across the country, which certainly has its benefits. Nevertheless, one drawback is the difficulty of getting together in...

Monday, October 23, 2023

Rising bond yields and uncertainty over whether this was the close of the Fed’s rate-hike cycle dragged markets lower last week despite solid corporate earnings results. The Dow Jones Industrial Average sank 1.61%, while the...

Tuesday, October 17, 2023

SECURE 2.0: Changes Going Into Effect in 2024 Passed in 2019, the SECURE Act was the most substantial retirement legislation in over a decade. It contained important changes designed to help investors save more and be better prepared...

Monday, October 16, 2023

Stocks ended mixed last week amid the outbreak of hostilities in the Middle East and higher-than-expected inflation data. The Dow Jones Industrial Average gained 0.20%, while the Standard & Poor’s 500 rose 0.45%. But the Nasdaq...

Monday, October 9, 2023

A Friday rally overcame a shaky week, sending stocks mostly higher. The Dow Jones Industrial Average slipped 0.30% for the week. Meanwhile, the Standard & Poor’s 500 gained 0.48%, and the Nasdaq Composite index added 1.60% for...

Tuesday, October 3, 2023

Time to Think About Year-End Financial Strategies As we roll into fall and the fourth quarter, now is a good time to pause and reflect on proactive ways to set up your finances for 2024. Economically speaking, we are now in a much...

Monday, October 2, 2023

Rising bond yields and government shutdown fears left stocks in mostly negative territory for the week. The Dow Jones Industrial Average lost 1.34%, while the Standard & Poor’s 500 slipped 0.74%. The Nasdaq Composite index was...

Tuesday, September 26, 2023

While artificial intelligence (AI) is making headlines today, the concept of "thinking machines" can be traced back to ancient philosophers and mathematicians. The phrase artificial intelligence was first used in the mid-20th century,...

Monday, September 25, 2023

Rising bond yields and fears of a government shutdown hammered stocks last week, with technology shares bearing the brunt of the retreat. The Dow Jones Industrial Average lost 1.89%, while the Standard & Poor’s 500 dropped 2.93%...

Monday, September 18, 2023

Stocks ended the week roughly where they began as investors digested a mixed set of new economic data. The Dow Jones Industrial Average gained 0.12%, while the Standard & Poor’s 500 slipped 0.16%. The Nasdaq Composite index fell...

Tuesday, September 12, 2023

Social Security, the program you may have spent a lifetime paying into, is designed to offer stability, supplemental income, and other valuable benefits that can play a role in your overall financial strategy after you retire. We've...

Monday, September 11, 2023

Concerns that the Fed may raise interest rates soured investor sentiment, sending stocks lower in a holiday-shortened trading week. The Dow Jones Industrial Average slipped 0.75%, while the Standard & Poor’s 500 declined 1.29%....

Tuesday, September 5, 2023

Falling bond yields–spurred by weak economic data–helped lift stocks to weekly gains. The Dow Jones Industrial Average advanced 1.43%, while the Standard & Poor’s 500 gained 2.50%. The Nasdaq Composite index...

Tuesday, September 5, 2023

If you ask the average investor which month is the most volatile for the stock market, they will probably say October. It's a reasonable answer, but it's incorrect. Despite October's reputation for market-defining events like the...

Monday, August 28, 2023

Stocks fluctuated last week, jostled by fitful bond yields and headline news, before ending strongly following Fed Chair Powell’s comments on the monetary outlook. The Dow Jones Industrial Average slipped 0.45%, while the...

Tuesday, August 22, 2023

As financial professionals, we understand how vital it is to safeguard your personal and financial information. Unfortunately, in our increasingly digital world, cybersecurity risks, such as phishing attacks, have become a prevalent...

Monday, August 21, 2023

Stocks extended their August declines last week as higher yields and weak economic data out of China soured investor sentiment. The Dow Jones Industrial Average lost 2.21%, while the Standard & Poor’s 500 retreated 2.11%. The...

Monday, August 14, 2023

Positive inflation data failed to lift stocks from their August doldrums last week as economic data and a ratings downgrade soured investor sentiment. The Dow Jones Industrial Average added 0.62%, while the Standard & Poor’s 500...

Monday, August 7, 2023

Stocks retreated last week as bond yields increased following the Treasury's announcement indicating “a larger-than-expected funding need” and a downgrade in the federal government’s debt rating. The Dow Jones...

Monday, August 7, 2023

You’ve done a great job teaching your children vital life lessons and instilling values that will last a lifetime. As summer ends and a new school year begins, one thing that shouldn’t be overlooked, especially for...

Tuesday, August 1, 2023

Changes are coming to the complicated form that students must submit to qualify for college financial aid, known as the Free Application for Federal Student Aid (FAFSA). The Department of Education is calling it the “most...

Monday, July 31, 2023

A Friday surge pushed stocks solidly into positive territory last week, ignited by cooling in an inflation gauge closely tracked by the Federal Reserve. The Dow Jones Industrial Average advanced 0.66%, while the Standard &...

Tuesday, July 25, 2023

IntroductionOver the last several months, I have met with quite a few self-proclaimed do-it-yourself (DIY) investors who, after struggling with the markets in 2022, approached me asking for a second opinion. Interestingly, almost every...

Monday, July 24, 2023

Stocks moved to the rhythm of earnings season last week, initially rising on positive earnings surprises and faltering later in the week on key earnings disappointments. The Dow Jones Industrial Average rose 2.08%, while the...

Monday, July 17, 2023

Better-than-expected updates last week on consumer and wholesale price inflation buoyed investor sentiment, driving stocks higher and lower bond yields. The Dow Jones Industrial Average rose 2.29%, while the Standard &...

Tuesday, July 11, 2023

Changes to 529 Plans in the SECURE 2.0 ActThe SECURE Act was initially passed by Congress at the end of 2019 and was intended to improve retirement savings opportunities. It was a big deal at the time and the most significant piece of...

Monday, July 10, 2023

Rising concerns about further rate hikes sent stocks lower to kick off the second half of trading.The Dow Jones Industrial Average lost 1.96%, while the Standard & Poor’s 500 retreated 1.16%. The Nasdaq Composite index...

Thursday, July 6, 2023

What if your child needs braces? The cost may be as much as $6,000 for metal braces—more modern versions can run as much as $13,000. Your health insurance may cover only a portion of the cost. If you're well past the braces stage...

Monday, July 3, 2023

Stocks posted gains for the week to close out a stellar month, aided by positive economic data and reports that all major banks had passed the Federal Reserve’s annual stress test.The Dow Jones Industrial Average gained 2.02%,...

Monday, June 26, 2023

Stocks took a breather last week as investors digested the previous week’s surge and the month-to-date solid gains.The Dow Jones Industrial Average lost 1.67%, while the Standard & Poor’s 500 fell 1.39%. The Nasdaq...

Thursday, June 22, 2023

Getting your affairs in order and outlining what you want done with your estate after you’re gone is one of the greatest gifts you can leave your loved ones. However, not preparing for the transfer of your assets can lead to...

Tuesday, June 20, 2023

Stocks climbed last week as reassuring inflation data boosted investor hopes that the rate-hike cycle was nearing an end amid fresh economic data pointing to continued economic resilience.The Dow Jones Industrial Average rose 1.25%,...

Wednesday, June 14, 2023

Senior care costs can be overwhelming, particularly when long-term care is required due to illness or medical conditions. With the number of seniors in the U.S. expected to rise exponentially by 2030, it's crucial to be prepared for...

Monday, June 12, 2023

A late-week rally sent stocks into positive territory, with the S&P 500 index closing just shy of the 4,300 mark.The Dow Jones Industrial Average gained 0.34%, while the Standard & Poor’s 500 added 0.39%. The Nasdaq Composite...

Monday, June 5, 2023

Stocks surged higher in the closing days of a holiday-shortened trading week, ignited by a political resolution on raising the debt ceiling and a strong employment report.The Dow Jones Industrial Average rose 2.02%, while the Standard...

Tuesday, May 30, 2023

Markets moved in sync last week with perceived movement in debt ceiling talks, weakening early in the week and then surging on news of progress. A solid quarterly report and guidance from a mega-cap technology company helped with...

Thursday, May 25, 2023

Estate management can be a complex and daunting task for many people, but it’s a critical step in helping your assets get managed and distributed according to your wishes.One popular tool that can be used in estate strategies is...

Monday, May 22, 2023

Stocks rallied last week, propelled by growing optimism over reaching a deal on raising the debt ceiling and avoiding a technical debt default by the U.S.The Dow Jones Industrial Average edged 0.38% higher, while the Standard &...

Monday, May 15, 2023

Stocks were mixed last week as good inflation news was offset by mounting debt ceiling concerns and rekindled regional banking fears.The Dow Jones Industrial Average lost 1.11%, while the Standard & Poor’s 500 slipped 0.29%. The...

Thursday, May 11, 2023

Economies move in cycles – always have, always willThe Federal Reserve has been steadily increasing interest rates in an attempt to slow the rate of inflation. Its efforts are yielding some results, although inflation remains...

Monday, May 8, 2023

A Friday rebound, triggered by a big tech company’s earnings beat and a strong jobs report, shaved much of the week’s accumulated losses.The Dow Jones Industrial Average fell 1.24%, while the Standard & Poor’s 500...

Monday, May 1, 2023

Strong earnings from several mega-cap technology companies offset renewed regional banking jitters and weak economic data, leaving stocks higher for the week.The Dow Jones Industrial Average gained 0.86%, while the Standard &...

Friday, April 28, 2023

Fun fact: You probably have dozens of credit scores out there, and each one might be a different number.You’re probably familiar with a credit score, why it’s essential, and what it’s used for, but do you know how...

Monday, April 24, 2023

Stocks remained resilient last week amid mixed earnings reports, hawkish Fed-speak, and lingering recession fears, closing out the five trading days with small losses.The Dow Jones Industrial Average slipped 0.23%, while the Standard &...

Monday, April 17, 2023

Discussing personal finances is important for any couple preparing for marriage. However, this topic can be more complicated for those who remarry later in life.If you’re remarrying later in life, one of your goals should be to...

Wednesday, April 12, 2023

As we get older, it’s important that our adult children are prepared to manage any aging-related situations that may arise. This includes everything from having to make medical and financial decisions to determining assisted...

Monday, March 20, 2023

Every parent wants the best for their children and strives to prepare them to lead a happy, healthy, and successful life. But, despite understanding the importance of financial responsibility, only 28 percent of parents speak to their...

Monday, March 6, 2023

Transitioning from Private Health Insurance Plans to MedicareAs you approach retirement age, you may be anticipating transitioning from your private insurance to Medicare, which is a federal health insurance program that provides...

Tuesday, January 31, 2023

Hey there! Have you ever wondered about how to select a financial adviser? Here are five ideas to consider...let me know what you think! - Matt