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August 2026
Stocks Have Best Week in Four Months
jmuch2026-08-10T08:45:35-05:00August 10, 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 August 10, 2026 By Christopher T. Much, CFP®, AIF® Stocks bolted ahead last week as investors cheered the last big week of ...
Stocks Rally After Fed Hold
jmuch2026-08-03T09:08:59-05:00August 3, 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 August 3rd, 2026 By Christopher T. Much, CFP®, AIF® Stocks pushed through another volatile summer week as diverging Q2 corporate reports and ...
July 2026
Earnings Season Arrives; Investors Take a Breath
jmuch2026-07-27T08:59:53-05:00July 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 Update Week of July 27th, 2026 By Christopher T. Much, CFP®, AIF® Stocks ended last week down as Q2 corporate results, Middle East developments, and ...
Inflation Retreats; Chips Stumble
jmuch2026-07-20T10:11:00-05:00July 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 July 20th, 2026 By Christopher T. Much, CFP®, AIF® Stocks fell last week as the chip-stock trade entered a selloff phase, despite ...
Markets Close Quarter Strong, Shrug Off Weak Jobs Report
jmuch2026-07-13T08:28:42-05:00July 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 July 13th, 2026 By Christopher T. Much, CFP®, AIF® Stocks largely advanced over a V-shaped week as the AI trade, led by ...
Markets Close Quarter Strong, Shrug Off Weak Jobs Report
jmuch2026-07-06T10:19:36-05:00July 6, 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 July 6th, 2026 By Christopher T. Much, CFP®, AIF® Markets notched a solid gain over a shortened trading week as investors cheered ...
June 2026
Tech Steps Back. Banks, Healthcare, and Industrials Step Forward
jmuch2026-06-29T06:17:40-05:00June 29, 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 June 29th, 2026 By Christopher T. Much, CFP®, AIF® Stocks ended mixed as falling oil prices helped lift the Dow Industrials, while ...
U.S.-Iran Agreement Sends Oil Tumbling, Stocks Rising
jmuch2026-06-22T12:13:00-05:00June 22, 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 June 22nd, 2026 By Christopher T. Much, CFP®, AIF® Stocks rose over the shortened trading week as investors digested developments in the ...
Peace Talks and Moonshot IPO Rescue the Week
jmuch2026-06-15T08:57:46-05:00June 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 June 15th, 2026 By Christopher T. Much, CFP®, AIF® Stocks moved higher last week as inflation jitters gave way to investor enthusiasm ...
Markets Stumble, But the Jobs Picture Stays Bright
jmuch2026-06-08T08:52:18-05:00June 8, 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 June 8th, 2026 By Christopher T. Much, CFP®, AIF® Stocks slumped last week as investors winced over the potential for oil-shock inflation ...
Inflation Cools, Stocks Soar, Month Ends Strong
jmuch2026-06-01T08:53:30-05:00June 1, 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 June 1st, 2026 By Christopher T. Much, CFP®, AIF® The post-Memorial Day holiday trading week was short but potent as stocks delivered ...
May 2026
Markets Shrug Off Chip Worries, Finish Strong
jmuch2026-05-24T13:46:51-05:00May 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 May 26th, 2026 By Christopher T. Much, CFP®, AIF® Stocks bounced back last week as enthusiasm for the AI trade continued, and ...
Inflation Bites, But Wall Street Bites Back
jmuch2026-05-18T09:05:33-05:00May 18, 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 18th, 2026 By Christopher T. Much, CFP®, AIF® Stocks were mixed last week as investors fretted over hot inflation reports, which ...
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 ...
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