The S&P 500 was up last week. So were the Dow and Nasdaq. But the more interesting move happened underneath the headline numbers — and it has real implications for anyone approaching or in retirement. Here's what actually shifted, and what it means for your plan.

The SpaceX IPO is here — and if your inner voice is asking "should I get in?", that feeling has a name. Behavioral finance expert Dr. Daniel Crosby calls it FOMO, and brain scans show it hits the same neural pathways as being left out of a social group. Before you act, there are three questions every investor should be able to answer. We break them down — and embed the full conversation.

A SpaceX liquidity event doesn't automatically produce financial security — it produces a large pool of capital that needs to be converted into something sustainable. Here's what the gap between "liquid" and "planned" actually looks like, and how to close it before it quietly costs you.

The SpaceX IPO isn't just a financial milestone — for many equity holders, it's the largest income event of their lives. Here's what the tax math actually looks like, and why the lockup window is the most important planning window you're going to get.

Most financial advice sounds the same until the stakes get high enough to matter. For SpaceX equity holders approaching a liquidity event, the structural differences between a wirehouse and an independent RIA stop being abstract — and start being the difference between one set of options and several.

The May jobs report beat expectations — and markets sold off. That's not a contradiction. It's the "higher-for-longer" trade repricing in real time. Wednesday's CPI release is what this week is actually about, and what it shows will shape the rate environment heading into the second half of the year.

Most people assume a Roth IRA is tax-free. Federally, they're right. But California has its own rules — and for retirees living here, the differences can affect your conversion strategy, your withdrawal timing, and your tax bill.

U.S. equity markets gained last week behind a resurgent tech sector, with the NASDAQ advancing 2.39% and the S&P 500 rising 1.44%. But a mixed PCE report, a softer-than-expected Q1 GDP revision, and a sharp drop in energy stocks complicate the story. Here's what the data shows — and what Friday's jobs report means for the rate environment income-focused retirees are navigating.

The legislative deadline that drove Roth conversion conversations for years is gone. The problem it was pointing at isn't. Here's why the case for converting still holds — and what most people get wrong now that the urgency has disappeared.

Most people never think about what happens to their IRA after they die. Under current law, the beneficiary may face a 10-year deadline to empty the account — and a tax bill they weren't expecting.

Broader participation, a Dow at new highs, and small caps finally showing up — last week looked like a healthy rally. This week's PCE report, GDP, and consumer confidence data will tell us whether the conditions exist to sustain it.

Your social feed has probably been buzzing about it. Maybe a family member forwarded you an article. Here's the short answer: there is no "Trump IRA." An executive order was signed — but it directed agencies to study retirement savings access. No new law. No new account type. No IRS guidance. Here's what actually happened, and why the confusion itself is the planning risk.