Skip to content
Toggle main navigation
Welcome
Circle Captains
Membership
Community Guidelines
Job Postings
More
Open dropdown to see remaining menu items
Log in
Apply for Membership
The Six-Month Social Security Retroactivity Trap
Published on May 4, 2026
Advise clients that taking the “free lump sum” isn’t always the right decision.
Continue reading on website
Other news
Fed Bias Shifts and Earnings Reinforce Bullish Outlook
May 4, 2026
The Federal Reserve held rates steady as expected last week, but the real story was the shift in tone inside the Committee. Three dissents in favor of moving to a neutral bias are highly unusual, and I do not recall seeing dissents on a bias in this way before.
World Markets Watchlist: May 4, 2026
May 4, 2026
Six of the nine indexes on our world markets watch list posted year-to-date gains through May 4, 2026.