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May 2026
Sixth Straight Week of Gains
jmuch2026-05-11T08:22:01-05:00May 11, 2026|Categories: Weekly Update|Tags: 401(k), 529 plans, active investing, aging parents, AI, alternative investments, artificial intelligence, blockchain, bonds, budgeting strategies, capital gains tax, charitable giving, chicago, Chicago financial planning, college education, CPI, cryptocurrency, cybersecurity in finance, data-driven investing, debt, disability insurance, early retirement, education savings, equities, estate planning, Fed, financial, financial literacy, financial planning, financial strategy, fintech, fixed income, Gen X retirement, gifting, income tax brackets, income taxes, Inflation, insurance, Interest Rates, intergenerational wealth, investing, investment, IRS updates, legacy planning, long-term care insurance, macroeconomics, market volatility, markets, Midwest investors, millennial investing, monetary policy, PPI, retirement, retirement planning, risk, risk management, Roth conversions, social security, stocks, tariff, tax-efficient investing, tax-loss harvesting, taxes, taxes volatility, Trump, trust & wills, wealth accumulation, wealth management, wealth transfer, women|
The Weekly Update Week of May 11th, 2026 By Christopher T. Much, CFP®, AIF® Stocks rose last week as peace talks picked up while investors cheered better-than-expected ...
S&P, Nasdaq Have Best Month in 5 Years
jmuch2026-05-04T09:52:58-05:00May 4, 2026|Categories: Weekly Update|Tags: 401(k), 529 plans, active investing, aging parents, AI, alternative investments, artificial intelligence, blockchain, bonds, budgeting strategies, capital gains tax, charitable giving, chicago, Chicago financial planning, college education, CPI, cryptocurrency, cybersecurity in finance, data-driven investing, debt, disability insurance, early retirement, education savings, equities, estate planning, Fed, financial, financial literacy, financial planning, financial strategy, fintech, fixed income, Gen X retirement, gifting, income tax brackets, income taxes, Inflation, insurance, Interest Rates, intergenerational wealth, investing, investment, IRS updates, legacy planning, long-term care insurance, macroeconomics, market volatility, markets, Midwest investors, millennial investing, monetary policy, PPI, retirement, retirement planning, risk, risk management, Roth conversions, social security, stocks, tariff, tax-efficient investing, tax-loss harvesting, taxes, taxes volatility, Trump, trust & wills, wealth accumulation, wealth management, wealth transfer, women|
The Weekly Update Week of May 4th, 2026 By Christopher T. Much, CFP®, AIF® Stocks advanced last week as investors moved past stalled progress in Middle East ...
April 2026
Mixed Week After Ceasefire
jmuch2026-04-27T08:37:10-05:00April 27, 2026|Categories: Weekly Update|Tags: 401(k), 529 plans, active investing, aging parents, AI, alternative investments, artificial intelligence, blockchain, bonds, budgeting strategies, capital gains tax, charitable giving, chicago, Chicago financial planning, college education, CPI, cryptocurrency, cybersecurity in finance, data-driven investing, debt, disability insurance, early retirement, education savings, equities, estate planning, Fed, financial, financial literacy, financial planning, financial strategy, fintech, fixed income, Gen X retirement, gifting, income tax brackets, income taxes, Inflation, insurance, Interest Rates, intergenerational wealth, investing, investment, IRS updates, legacy planning, long-term care insurance, macroeconomics, market volatility, markets, Midwest investors, millennial investing, monetary policy, PPI, retirement, retirement planning, risk, risk management, Roth conversions, social security, stocks, tariff, tax-efficient investing, tax-loss harvesting, taxes, taxes volatility, Trump, trust & wills, wealth accumulation, wealth management, wealth transfer, women|
The Weekly Upate Week of April 27th, 2026 By Christopher T. Much, CFP®, AIF® Stocks were mixed last week as investors gauged potential outcomes of the Middle ...
Records Fall as S&P 500 Tops 7,100
jmuch2026-04-20T10:32:11-05:00April 20, 2026|Categories: Weekly Update|Tags: 401(k), 529 plans, active investing, aging parents, AI, alternative investments, artificial intelligence, blockchain, bonds, budgeting strategies, capital gains tax, charitable giving, chicago, Chicago financial planning, college education, CPI, cryptocurrency, cybersecurity in finance, data-driven investing, debt, disability insurance, early retirement, education savings, equities, estate planning, Fed, financial, financial literacy, financial planning, financial strategy, fintech, fixed income, Gen X retirement, gifting, income tax brackets, income taxes, Inflation, insurance, Interest Rates, intergenerational wealth, investing, investment, IRS updates, legacy planning, long-term care insurance, macroeconomics, market volatility, markets, Midwest investors, millennial investing, monetary policy, PPI, retirement, retirement planning, risk, risk management, Roth conversions, social security, stocks, tariff, tax-efficient investing, tax-loss harvesting, taxes, taxes volatility, Trump, trust & wills, wealth accumulation, wealth management, wealth transfer, women|
The Weekly Update Week of April 20th, 2026 By Christopher T. Much, CFP®, AIF® Stocks rallied last week as investor enthusiasm increased for an end to the ...
Ceasefire News Cheers Wall Street
jmuch2026-04-13T10:38:11-05:00April 13, 2026|Categories: Weekly Update|Tags: 401(k), 529 plans, active investing, aging parents, AI, alternative investments, artificial intelligence, blockchain, bonds, budgeting strategies, capital gains tax, charitable giving, chicago, Chicago financial planning, college education, CPI, cryptocurrency, cybersecurity in finance, data-driven investing, debt, disability insurance, early retirement, education savings, equities, estate planning, Fed, financial, financial literacy, financial planning, financial strategy, fintech, fixed income, Gen X retirement, gifting, income tax brackets, income taxes, Inflation, insurance, Interest Rates, intergenerational wealth, investing, investment, IRS updates, legacy planning, long-term care insurance, macroeconomics, market volatility, markets, Midwest investors, millennial investing, monetary policy, PPI, retirement, retirement planning, risk, risk management, Roth conversions, social security, stocks, tariff, tax-efficient investing, tax-loss harvesting, taxes, taxes volatility, Trump, trust & wills, wealth accumulation, wealth management, wealth transfer, women|
The Weekly Update Week of April 13th, 2026 By Christopher T. Much, CFP®, AIF® Hope won out over fear last week as investors set their sights on ...
March 2026
Wall Street Reacts to Middle East Conflict
jmuch2026-03-30T10:48:15-05:00March 30, 2026|Categories: Weekly Update|Tags: 401(k), 529 plans, active investing, aging parents, AI, alternative investments, artificial intelligence, blockchain, bonds, budgeting strategies, capital gains tax, charitable giving, chicago, Chicago financial planning, college education, CPI, cryptocurrency, cybersecurity in finance, data-driven investing, debt, disability insurance, early retirement, education savings, equities, estate planning, Fed, financial, financial literacy, financial planning, financial strategy, fintech, fixed income, Gen X retirement, gifting, income tax brackets, income taxes, Inflation, insurance, Interest Rates, intergenerational wealth, investing, investment, IRS updates, legacy planning, long-term care insurance, macroeconomics, market volatility, markets, Midwest investors, millennial investing, monetary policy, PPI, retirement, retirement planning, risk, risk management, Roth conversions, social security, stocks, tariff, tax-efficient investing, tax-loss harvesting, taxes, taxes volatility, Trump, trust & wills, wealth accumulation, wealth management, wealth transfer, women|
The Weekly Update Week of March 30th, 2026 By Christopher T. Much, CFP®, AIF® Stocks ended a challenging week lower as investors' attention shifted from updates on ...
Markets Shift Amid Geopolitical Tensions, Oil Uncertainty, and Fed Signals
jmuch2026-03-23T09:31:26-05:00March 23, 2026|Categories: Weekly Update|Tags: 401(k), 529 plans, active investing, aging parents, AI, alternative investments, artificial intelligence, blockchain, bonds, budgeting strategies, capital gains tax, charitable giving, chicago, Chicago financial planning, college education, CPI, cryptocurrency, cybersecurity in finance, data-driven investing, debt, disability insurance, early retirement, education savings, equities, estate planning, Fed, financial, financial literacy, financial planning, financial strategy, fintech, fixed income, Gen X retirement, gifting, income tax brackets, income taxes, Inflation, insurance, Interest Rates, intergenerational wealth, investing, investment, IRS updates, legacy planning, long-term care insurance, macroeconomics, market volatility, markets, Midwest investors, millennial investing, monetary policy, PPI, retirement, retirement planning, risk, risk management, Roth conversions, social security, stocks, tariff, tax-efficient investing, tax-loss harvesting, taxes, taxes volatility, Trump, trust & wills, wealth accumulation, wealth management, wealth transfer, women|
The Weekly Update Week of March 23rd, 2026 By Christopher T. Much, CFP®, AIF® Markets Dizzied by Rapid Reports Another volatile week unfolded as rapid developments in ...
Markets Weather a Volatile Week
jmuch2026-03-16T11:02:10-05:00March 16, 2026|Categories: Weekly Update|Tags: 401(k), 529 plans, active investing, aging parents, AI, alternative investments, artificial intelligence, blockchain, bonds, budgeting strategies, capital gains tax, charitable giving, chicago, Chicago financial planning, college education, CPI, cryptocurrency, cybersecurity in finance, data-driven investing, debt, disability insurance, early retirement, education savings, equities, estate planning, Fed, financial, financial literacy, financial planning, financial strategy, fintech, fixed income, Gen X retirement, gifting, income tax brackets, income taxes, Inflation, insurance, Interest Rates, intergenerational wealth, investing, investment, IRS updates, legacy planning, long-term care insurance, macroeconomics, market volatility, markets, Midwest investors, millennial investing, monetary policy, PPI, retirement, retirement planning, risk, risk management, Roth conversions, social security, stocks, tariff, tax-efficient investing, tax-loss harvesting, taxes, taxes volatility, Trump, trust & wills, wealth accumulation, wealth management, wealth transfer, women|
The Weekly Update Week of March 16th, 2026 By Christopher T. Much, CFP®, AIF® Stocks logged a third-straight down week as investors digested the latest news out ...
Markets Weather New Middle East Conflict
jmuch2026-03-09T09:04:59-05:00March 9, 2026|Categories: Weekly Update|Tags: 401(k), 529 plans, active investing, aging parents, AI, alternative investments, artificial intelligence, blockchain, bonds, budgeting strategies, capital gains tax, charitable giving, chicago, Chicago financial planning, college education, CPI, cryptocurrency, cybersecurity in finance, data-driven investing, debt, disability insurance, early retirement, education savings, equities, estate planning, Fed, financial, financial literacy, financial planning, financial strategy, fintech, fixed income, Gen X retirement, gifting, income tax brackets, income taxes, Inflation, insurance, Interest Rates, intergenerational wealth, investing, investment, IRS updates, legacy planning, long-term care insurance, macroeconomics, market volatility, markets, Midwest investors, millennial investing, monetary policy, PPI, retirement, retirement planning, risk, risk management, Roth conversions, social security, stocks, tariff, tax-efficient investing, tax-loss harvesting, taxes, taxes volatility, Trump, trust & wills, wealth accumulation, wealth management, wealth transfer, women|
The Weekly Update Week of March 9th, 2026 By Christopher T. Much, CFP®, AIF® Stocks fell last week as investors assessed the implications of a fresh Middle ...
AI Report, Inflation Provoke Rocky Week
jmuch2026-03-02T09:33:44-06:00March 2, 2026|Categories: Weekly Update|Tags: 401(k), 529 plans, active investing, aging parents, AI, alternative investments, artificial intelligence, blockchain, bonds, budgeting strategies, capital gains tax, charitable giving, chicago, Chicago financial planning, college education, CPI, cryptocurrency, cybersecurity in finance, data-driven investing, debt, disability insurance, early retirement, education savings, equities, estate planning, Fed, financial, financial literacy, financial planning, financial strategy, fintech, fixed income, Gen X retirement, gifting, income tax brackets, income taxes, Inflation, insurance, Interest Rates, intergenerational wealth, investing, investment, IRS updates, legacy planning, long-term care insurance, macroeconomics, market volatility, markets, Midwest investors, millennial investing, monetary policy, PPI, retirement, retirement planning, risk, risk management, Roth conversions, social security, stocks, tariff, tax-efficient investing, tax-loss harvesting, taxes, taxes volatility, Trump, trust & wills, wealth accumulation, wealth management, wealth transfer, women|
The Weekly Update Week of March 2nd, 2026 By Christopher T. Much, CFP®, AIF® Stocks fell last week amid concerns about artificial intelligence (AI) and a warmer-than-expected ...
February 2026
Supreme Court Rules Against White House Tariffs
jmuch2026-02-24T10:49:51-06:00February 24, 2026|Categories: Weekly Update|Tags: 401(k), 529 plans, active investing, aging parents, AI, alternative investments, artificial intelligence, blockchain, bonds, budgeting strategies, capital gains tax, charitable giving, chicago, Chicago financial planning, college education, CPI, cryptocurrency, cybersecurity in finance, data-driven investing, debt, disability insurance, early retirement, education savings, equities, estate planning, Fed, financial, financial literacy, financial planning, financial strategy, fintech, fixed income, Gen X retirement, gifting, income tax brackets, income taxes, Inflation, insurance, Interest Rates, intergenerational wealth, investing, investment, IRS updates, legacy planning, long-term care insurance, macroeconomics, market volatility, markets, Midwest investors, millennial investing, monetary policy, PPI, retirement, retirement planning, risk, risk management, Roth conversions, social security, stocks, tariff, tax-efficient investing, tax-loss harvesting, taxes, taxes volatility, Trump, trust & wills, wealth accumulation, wealth management, wealth transfer, women|
The Weekly Update Week of February 23rd, 2026 By Christopher T. Much, CFP®, AIF® Stocks ended a choppy four-session run in the green, with tech-led momentum earlier ...
AI Impact Concerns Grow On Wall Street
jmuch2026-02-15T11:22:52-06:00February 15, 2026|Categories: Weekly Update|Tags: 401(k), 529 plans, active investing, aging parents, AI, alternative investments, artificial intelligence, blockchain, bonds, budgeting strategies, capital gains tax, charitable giving, chicago, Chicago financial planning, college education, CPI, cryptocurrency, cybersecurity in finance, data-driven investing, debt, disability insurance, early retirement, education savings, equities, estate planning, Fed, financial, financial literacy, financial planning, financial strategy, fintech, fixed income, Gen X retirement, gifting, income tax brackets, income taxes, Inflation, insurance, Interest Rates, intergenerational wealth, investing, investment, IRS updates, legacy planning, long-term care insurance, macroeconomics, market volatility, markets, Midwest investors, millennial investing, monetary policy, PPI, retirement, retirement planning, risk, risk management, Roth conversions, social security, stocks, tariff, tax-efficient investing, tax-loss harvesting, taxes, taxes volatility, Trump, trust & wills, wealth accumulation, wealth management, wealth transfer, women|
The Weekly Update Week of February 17th, 2026 By Christopher T. Much, CFP®, AIF® Stocks fell last week as investors reacted to mixed economic data and concerns ...
Roller Coaster Week Leads Dow to Milestone
jmuch2026-02-09T09:16:42-06:00February 9, 2026|Categories: Weekly Update|Tags: 401(k), 529 plans, active investing, aging parents, AI, alternative investments, artificial intelligence, blockchain, bonds, budgeting strategies, capital gains tax, charitable giving, chicago, Chicago financial planning, college education, CPI, cryptocurrency, cybersecurity in finance, data-driven investing, debt, disability insurance, early retirement, education savings, equities, estate planning, Fed, financial, financial literacy, financial planning, financial strategy, fintech, fixed income, Gen X retirement, gifting, income tax brackets, income taxes, Inflation, insurance, Interest Rates, intergenerational wealth, investing, investment, IRS updates, legacy planning, long-term care insurance, macroeconomics, market volatility, markets, Midwest investors, millennial investing, monetary policy, PPI, retirement, retirement planning, risk, risk management, Roth conversions, social security, stocks, tariff, tax-efficient investing, tax-loss harvesting, taxes, taxes volatility, Trump, trust & wills, wealth accumulation, wealth management, wealth transfer, women|
The Weekly Update Week of February 9th, 2026 By Christopher T. Much, CFP®, AIF® Stocks were mixed last week, with broad gains on Monday and Friday bookending ...
Kevin Warsh Nominated to Fed Chair
jmuch2026-02-02T09:31:24-06:00February 2, 2026|Categories: Weekly Update|Tags: 401(k), 529 plans, active investing, aging parents, AI, alternative investments, artificial intelligence, blockchain, bonds, budgeting strategies, capital gains tax, charitable giving, chicago, Chicago financial planning, college education, CPI, cryptocurrency, cybersecurity in finance, data-driven investing, debt, disability insurance, early retirement, education savings, equities, estate planning, Fed, financial, financial literacy, financial planning, financial strategy, fintech, fixed income, Gen X retirement, gifting, income tax brackets, income taxes, Inflation, insurance, Interest Rates, intergenerational wealth, investing, investment, IRS updates, legacy planning, long-term care insurance, macroeconomics, market volatility, markets, Midwest investors, millennial investing, monetary policy, PPI, retirement, retirement planning, risk, risk management, Roth conversions, social security, stocks, tariff, tax-efficient investing, tax-loss harvesting, taxes, taxes volatility, Trump, trust & wills, wealth accumulation, wealth management, wealth transfer, women|
The Weekly Update Week of February 2nd, 2026 By Christopher T. Much, CFP®, AIF® Stocks were mixed last week as investors navigated Q4 corporate results, a widely ...
January 2026
Markets Await Q4 Reports
jmuch2026-01-26T09:12:17-06:00January 26, 2026|Categories: Weekly Update|Tags: 401(k), 529 plans, active investing, aging parents, AI, alternative investments, artificial intelligence, blockchain, bonds, budgeting strategies, capital gains tax, charitable giving, chicago, Chicago financial planning, college education, CPI, cryptocurrency, cybersecurity in finance, data-driven investing, debt, disability insurance, early retirement, education savings, equities, estate planning, Fed, financial, financial literacy, financial planning, financial strategy, fintech, fixed income, Gen X retirement, gifting, income tax brackets, income taxes, Inflation, insurance, Interest Rates, intergenerational wealth, investing, investment, IRS updates, legacy planning, long-term care insurance, macroeconomics, market volatility, markets, Midwest investors, millennial investing, monetary policy, PPI, retirement, retirement planning, risk, risk management, Roth conversions, social security, stocks, tariff, tax-efficient investing, tax-loss harvesting, taxes, taxes volatility, Trump, trust & wills, wealth accumulation, wealth management, wealth transfer, women|
The Weekly Update Week of January 26th, 2026 By Christopher T. Much, CFP®, AIF® Markets ended a short but eventful week slightly lower amid geopolitical tensions and ...
Powell Keeps Cool in the Hot Seat
jmuch2026-01-19T08:39:25-06:00January 19, 2026|Categories: Weekly Update|Tags: 401(k), 529 plans, active investing, aging parents, AI, alternative investments, artificial intelligence, blockchain, bonds, budgeting strategies, capital gains tax, charitable giving, chicago, Chicago financial planning, college education, CPI, cryptocurrency, cybersecurity in finance, data-driven investing, debt, disability insurance, early retirement, education savings, equities, estate planning, Fed, financial, financial literacy, financial planning, financial strategy, fintech, fixed income, Gen X retirement, gifting, income tax brackets, income taxes, Inflation, insurance, Interest Rates, intergenerational wealth, investing, investment, IRS updates, legacy planning, long-term care insurance, macroeconomics, market volatility, markets, Midwest investors, millennial investing, monetary policy, PPI, retirement, retirement planning, risk, risk management, Roth conversions, social security, stocks, tariff, tax-efficient investing, tax-loss harvesting, taxes, taxes volatility, Trump, trust & wills, wealth accumulation, wealth management, wealth transfer, women|
The Weekly Update Week of January 19th, 2026 By Christopher T. Much, CFP®, AIF® Stocks ended last week with modest losses after a volatile five days of ...
Santa Brings Joy for the DJIA
jmuch2026-01-12T09:34:33-06:00January 12, 2026|Categories: Weekly Update|Tags: 401(k), 529 plans, active investing, aging parents, AI, alternative investments, artificial intelligence, blockchain, bonds, budgeting strategies, capital gains tax, charitable giving, chicago, Chicago financial planning, college education, CPI, cryptocurrency, cybersecurity in finance, data-driven investing, debt, disability insurance, early retirement, education savings, equities, estate planning, Fed, financial, financial literacy, financial planning, financial strategy, fintech, fixed income, Gen X retirement, gifting, income tax brackets, income taxes, Inflation, insurance, Interest Rates, intergenerational wealth, investing, investment, IRS updates, legacy planning, long-term care insurance, macroeconomics, market volatility, markets, Midwest investors, millennial investing, monetary policy, PPI, retirement, retirement planning, risk, risk management, Roth conversions, social security, stocks, tariff, tax-efficient investing, tax-loss harvesting, taxes, taxes volatility, Trump, trust & wills, wealth accumulation, wealth management, wealth transfer, women|
The Weekly Update Week of January 12th, 2026 By Christopher T. Much, CFP®, AIF® Stocks posted solid gains in an action-packed week of market-moving economic data, geopolitical ...
Santa Rally in Holding Pattern
jmuch2026-01-05T09:18:48-06:00January 5, 2026|Categories: Weekly Update|Tags: 401(k), 529 plans, active investing, aging parents, AI, alternative investments, artificial intelligence, blockchain, bonds, budgeting strategies, capital gains tax, charitable giving, chicago, Chicago financial planning, college education, CPI, cryptocurrency, cybersecurity in finance, data-driven investing, debt, disability insurance, early retirement, education savings, equities, estate planning, Fed, financial, financial literacy, financial planning, financial strategy, fintech, fixed income, Gen X retirement, gifting, income tax brackets, income taxes, Inflation, insurance, Interest Rates, intergenerational wealth, investing, investment, IRS updates, legacy planning, long-term care insurance, macroeconomics, market volatility, markets, Midwest investors, millennial investing, monetary policy, PPI, retirement, retirement planning, risk, risk management, Roth conversions, social security, stocks, tariff, tax-efficient investing, tax-loss harvesting, taxes, taxes volatility, Trump, trust & wills, wealth accumulation, wealth management, wealth transfer, women|
The Weekly Update Week of January 5th, 2026 By Christopher T. Much, CFP®, AIF® Stocks trended lower last week amid signs of year-end profit-taking and some sour ...
December 2025
Santa Arrives on Wall Street
jmuch2025-12-28T13:37:36-06:00December 28, 2025|Categories: Weekly Update|Tags: 401(k), 529 plans, active investing, aging parents, AI, alternative investments, artificial intelligence, blockchain, bonds, budgeting strategies, capital gains tax, charitable giving, chicago, Chicago financial planning, college education, CPI, cryptocurrency, cybersecurity in finance, data-driven investing, debt, disability insurance, early retirement, education savings, equities, estate planning, Fed, financial, financial literacy, financial planning, financial strategy, fintech, fixed income, Gen X retirement, gifting, income tax brackets, income taxes, Inflation, insurance, Interest Rates, intergenerational wealth, investing, investment, IRS updates, legacy planning, long-term care insurance, macroeconomics, market volatility, markets, Midwest investors, millennial investing, monetary policy, PPI, retirement, retirement planning, risk, risk management, Roth conversions, social security, stocks, tariff, tax-efficient investing, tax-loss harvesting, taxes, taxes volatility, Trump, trust & wills, wealth accumulation, wealth management, wealth transfer, women|
The Weekly Update Week of December 29th, 2025 By Christopher T. Much, CFP®, AIF® Stocks delivered for investors last week as positive economic data and bullish holiday ...
Jobs Data Delivers Bumpy Week
jmuch2025-12-22T10:51:21-06:00December 22, 2025|Categories: Weekly Update|Tags: 401(k), 529 plans, active investing, aging parents, AI, alternative investments, artificial intelligence, blockchain, bonds, budgeting strategies, capital gains tax, charitable giving, chicago, Chicago financial planning, college education, CPI, cryptocurrency, cybersecurity in finance, data-driven investing, debt, disability insurance, early retirement, education savings, equities, estate planning, Fed, financial, financial literacy, financial planning, financial strategy, fintech, fixed income, Gen X retirement, gifting, income tax brackets, income taxes, Inflation, insurance, Interest Rates, intergenerational wealth, investing, investment, IRS updates, legacy planning, long-term care insurance, macroeconomics, market volatility, markets, Midwest investors, millennial investing, monetary policy, PPI, retirement, retirement planning, risk, risk management, Roth conversions, social security, stocks, tariff, tax-efficient investing, tax-loss harvesting, taxes, taxes volatility, Trump, trust & wills, wealth accumulation, wealth management, wealth transfer, women|
The Weekly Update Week of December 22nd, 2025 By Christopher T. Much, CFP®, AIF® Stocks posted a slight gain last week as mixed jobs data triggered some ...
Stocks Mixed; Fed Makes a Move
jmuch2025-12-15T11:46:52-06:00December 15, 2025|Categories: Weekly Update|Tags: 401(k), 529 plans, active investing, aging parents, AI, alternative investments, artificial intelligence, blockchain, bonds, budgeting strategies, capital gains tax, charitable giving, chicago, Chicago financial planning, college education, CPI, cryptocurrency, cybersecurity in finance, data-driven investing, debt, disability insurance, early retirement, education savings, equities, estate planning, Fed, financial, financial literacy, financial planning, financial strategy, fintech, fixed income, Gen X retirement, gifting, income tax brackets, income taxes, Inflation, insurance, Interest Rates, intergenerational wealth, investing, investment, IRS updates, legacy planning, long-term care insurance, macroeconomics, market volatility, markets, Midwest investors, millennial investing, monetary policy, PPI, retirement, retirement planning, risk, risk management, Roth conversions, social security, stocks, tariff, tax-efficient investing, tax-loss harvesting, taxes, taxes volatility, Trump, trust & wills, wealth accumulation, wealth management, wealth transfer, women|
The Weekly Update Week of December 15th, 2025 By Christopher T. Much, CFP®, AIF® Stocks ended last week mixed. A widely anticipated Federal Reserve decision on interest ...
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