S&P 500 Set for Best Quarter Since December 2023

Published on June 30, 2025

Stocks are wrapping up a stellar quarter at all-time highs amid signs of progress in US trade talks while hopes the Federal Reserve will resume its rate cuts drove Treasuries toward their biggest first-half stretch in five years. The dollar eyed its longest monthly slide since 2017.

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Could Housing Finally Start to Become More Affordable?

June 30, 2025
For years, Americans have lamented that rising housing prices and elevated mortgage rates have made homeownership unaffordable for too many first-time homebuyers, while prompting many homeowners to stay put rather than sell.

Why Advisors Should Never Recommend Social Security Claiming at 62

June 30, 2025
Since Trump took office, more high earners have claimed benefits earlier. They are making a mistake.      Related StoriesShould These Clients Buy an Annuity? Two Case StudiesHow to Avoid RMD Mistakes Around Roth Conversions9 Key Tax Considerations for Newlyweds