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March 2026
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 ...
Stocks Bumpy, Awaiting Fed Meeting
jmuch2025-12-08T10:42:35-06:00December 8, 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 8th, 2025 By Christopher T. Much, CFP®, AIF® Stock prices pushed higher last week, notching multiple records along the way as ...
Stocks Take Flight For Holiday Week
jmuch2025-12-01T10:05:51-06:00December 1, 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 1st, 2025 By Christopher T. Much, CFP®, AIF® Stocks pushed higher over the holiday week as investors' hopes for a Fed ...
November 2025
AI Delivers Rocky Week for Stocks
jmuch2025-11-24T09:18:31-06:00November 24, 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 November 24th, 2025 By Christopher Much, CFP®, AIF® Heightened volatility was on Wall Street’s mind last week, as investors continued to focus ...
Washington DC Resumes Business
jmuch2025-11-17T09:17:54-06:00November 17, 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 November 17th, 2025 By Christopher T. Much, CFP®, AIF® Stocks ended mixed after a nail-biting week for investors, who grew anxious over ...
Tough Week for Tech Stocks
jmuch2025-11-10T11:18:41-06:00November 10, 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 November 10th, 2025 By Christopher T. Much, CFP®, AIF® Stocks hit a rough patch last week as fresh labor market data, low ...
Markets Rise, Fed Cautious
jmuch2025-11-03T09:49:42-06:00November 3, 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 November 3rd, 2025 By Christopher T. Much, CFP®, AIF® Stocks rose last week as trade developments, positive Q3 corporate results, and momentum ...
October 2025
Happy Q3 Results in Upbeat Market
jmuch2025-10-27T10:23:38-05:00October 27, 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 October 27th, 2025 By Christopher T. Much, CFP®, AIF® Stocks rose last week thanks to a full slate of upbeat third-quarter corporate ...
Stocks Boost on Strong Q3 Results
jmuch2025-10-20T09:41:59-05:00October 20, 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 October 20th, 2025 By Christopher T. Much, CFP®, AIF® Stocks pushed higher last week, buoyed by strong third-quarter results posted by several ...
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