A strong financial plan is a living strategy that evolves with your life, helping you navigate career shifts, retirement decisions, and unexpected changes with confidence rather than uncertainty.
Economic data showed continued softness in job growth and manufacturing activity, alongside geopolitical developments in Venezuela that reshaped energy market dynamics and contributed to commodity price volatility.
Inherited IRAs are no longer the multi-generational wealth transfer tool they once were. New IRS rules require most beneficiaries to withdraw the entire account within a decade, turning what was once a tax-efficient legacy into a time-sensitive situation.
U.S. equities finished the holiday-shortened week lower but rebounded on the first trading day of 2026, while emerging markets outperformed following a strong Friday rally.
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