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Social Security’s Trump Bump-Driven 2027 COLA Will Likely Feature a Grim Reality for Beneficiaries

Social Security’s Trump Bump-Driven 2027 COLA Will Likely Feature a Grim Reality for Beneficiaries

One of the largest Social Security raises of the last 35 years has a dark side.

The Motley Fool
Weekend Reading For Financial Planners (October 10–11)

Weekend Reading For Financial Planners (October 10–11)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Fidelity is planning to raise its minimum asset threshold for RIAs on its platform to $100 million, with affected firms having until June 30, 2027 to reach this minimum or start the process of finding […]

Michael Kitces
Avoiding Pump-and-Dump Scams

Avoiding Pump-and-Dump Scams

While it might be difficult to distinguish a pump-and-dump from enthusiastic, legitimate investment advice, here are ways to protect yourself.

The Motley Fool
7 Charts For Client Conversations In Q3 2026: Interest Rates, The Fed, AI, And More

7 Charts For Client Conversations In Q3 2026: Interest Rates, The Fed, AI, And More

The third quarter of 2026 has seen a historic climb in interest rates, a new Federal Reserve rate hike cycle, and oil prices surging back above $100 a barrel. Given this combination of developments, many investors might have assumed that equity markets would struggle heading into year-end. Yet the S&P 500 notched its 27th record […]

Michael Kitces