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A new year is the perfect time to refocus your financial life. This quick checklist helps you set clear goals, automate progress, and build habits that will last throughout 2026.

U.S. equity markets capped 2025 with double-digit gains for the third year in a row, witnessing one of the most rapid recoveries on record after approaching the precipice of bear market territory in early April. Regardless of the poor prospects of a Santa Claus rally, the S&P 500® gained 18% and posted 39 record closing highs, amid geopolitical, tariff and inflation-related tensions coupled with a government shutdown and labor market concerns.

The 2026 IRS tax changes will affect how families save, invest, and plan for retirement. This article explains the updated tax brackets, higher standard deduction, and new 401(k) and IRA contribution limits. Learn what these changes mean for your long-term plan and the steps households should take now to stay tax-efficient in 2026 and beyond.

This year reminded investors that patience, diversification, and long-term strategy matter more than predictions. Here are five investment lessons to carry into 2026.

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

A fee-only financial advisor is compensated solely by clients—not commissions or product sales. Learn how this structure supports objective, transparent, and client-focused financial advice.