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The Week In Perspective combines market activity, financial events, commentary and analysis for individual investors—Check-in weekly for the most current happenings.

Umbrella insurance provides extra liability protection beyond your existing homeowners and auto coverage. If you want to protect your savings, home equity, and future income from unexpected legal claims, umbrella coverage may be worth considering.

An annual insurance review helps ensure your home, auto, life, and liability coverage still aligns with your goals and protects your growing wealth. Here’s what to review—and why it matters.

It was a rollercoaster start to the year for U.S. equities. A sell-off in Japanese government bonds coupled with tariff-related tensions on January 20th contributed to the S&P 500's worst single-day drop since October 2025 while the VIX® rose above the 20 mark. Still, the market marched upwards, with The 500® hitting all-time highs and closing the month up 1%, despite a pullback during the final two trading days of the month. Disappointing reactions to Big Tech earnings, fresh inflation jitters and concerns over the announcement of the new Federal Reserve chair put a damper on sentiment.

The 2025 tax law brought some of the most meaningful changes we’ve seen in years. As you prepare to file your 2025 return, these updates could lower your tax bill—or increase your refund—if you know where to look. Below is a plain-English breakdown of the most important provisions and who they may benefit.

Trump Accounts, launching in 2026, are a new tax-advantaged way for families to help children build long-term wealth while learning the basics of investing, compound growth, and financial responsibility.