Did you know that only about half of U.S. adults can correctly answer basic questions about everyday money decisions? That gap in financial confidence can show up at any age, which is why an annual family conversation about finances is especially worthwhile. A simple family meeting can start building shared understanding and help everyone feel more knowledgeable and prepared.
A new Fed, familiar market dynamics
The S&P 500 finished June down 2.9%, but still closed the second quarter with a very healthy 13% return1. Through the first half of the year, the index has gained 8%, keeping it well on pace toward our year-end price target. As we’ve discussed throughout the year,...




