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What’s on our minds? You can read about it here in our blog. Stay up-to-date on the industry, emerging market trends, breaking economic news, stock predictions, or financial tips. So keep checking in. We’re glad to have you reading along.

Our blog is updated Saturdays, and Market Insights are updated Mondays.

If you have any topics in mind you would like to see covered, send us a message and let us know.

- The Choice Group Team

Wednesday, May 13, 2026

Why Is This Conversation So Important Right Now? The U.S. is in the middle of a sustained demographic shift. More than 61 million adults are aged 65 and older as of 2025, and that number is projected to reach approximately 82 million...

Tuesday, April 14, 2026

Social Security decisions are often framed as a single question: “When should I start drawing benefits?” That question matters, but it can also be limiting. The better question is: how does Social Security fit into my overall...

Thursday, April 2, 2026

If you are a parent of a teen or young adult, how do you teach them to make confident money decisions before the stakes are high? Teaching teens and young adults about money is less about formal instruction and more about repeated...

Monday, March 23, 2026

Key TakeawaysHere are some questions this blog aims to answer:How can parents or grandparents help with a down payment for adult children?What are ways to gift a down payment, and how do the annual gift tax exclusion and lifetime...

Monday, March 2, 2026

Key TakeawaysHow much wealth are women on track to control in the next decade, and why does that matter?What does the life expectancy gap between women and men mean for how long money needs to last?How common is it for women to be...

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Saturday, February 5, 2022

The Federal Reserve met in mid-January, and clarified its position on monetary policy, providing the clearest hint yet about short-term interest rates. The fed hinted that the first interest rate hit could come as soon as March.1The...

Saturday, January 29, 2022

When markets fall, it’s easy to forget that downtrends are part of the investing cycle. So when prices slip, it's a good time to review some common terms that you may be hearing that describe today’s financial markets. The...

Saturday, January 22, 2022

When bond yields go up, bond prices go down. It’s a time-tested principle, but it’s also one we haven’t experienced much since the pandemic began. At least, not until the past several weeks. You could feel the effect...

Saturday, January 15, 2022

With the new year still fresh in our minds, it’s a good time to take inventory of what might be just around the corner in the coming months. It could be any number of things: changes in your household, moving to a new home that...

Saturday, January 8, 2022

Preparing for retirement just got a little more financial wiggle room. Recently, the Internal Revenue Service (IRS) announced new contribution limits for 2022.

Saturday, January 1, 2022

Most recently, the Fed said it’s prepared to raise interest rates next year to help manage our economy.

Saturday, December 25, 2021

Sometimes, as you know, the “devil is in the details.”

Saturday, December 18, 2021

As Medicare’s open enrollment period is due to end December 7, recipients of the program are preparing for a larger-than-expected jump in prices for premiums and deductibles.

Saturday, December 11, 2021

A confident consumer can be a powerful ally in an economy. But when the consumer starts to have questions, we can measure consumer confidence in everything from retail sales to home buying to the personal savings rate.

Saturday, December 4, 2021

The holiday season is often a quiet, positive time for the financial markets. The phrase “Santa Claus Rally” was coined in the early 1970s to reflect the stock market’s upward bias during the November-January stretch.

Saturday, December 4, 2021

why don’t the financial markets seem too concerned about inflation?

Saturday, November 27, 2021

President Biden signed a $1T bipartisan infrastructure bill set to enable enhancements for transportation and utilities over the next five years.

Saturday, November 20, 2021

At its November meeting, the Fed outlined its plan to taper monthly bond purchases, which will end this pandemic-era policy response by July 2022.

Saturday, November 13, 2021

Congress is getting closer to outlining what tax law changes are under consideration to pay for the proposed $1.75 trillion Build Back Better Plan.

Saturday, November 6, 2021

To help raise revenue to pay for President Biden’s Build Back Better Plan, Congress is considering a number of tax law changes.

Saturday, October 30, 2021

While the world has begun to recover from the economic disruption of the COVID-19 pandemic, the delayed reaction has been felt in the supply chain.

Saturday, October 23, 2021

There are expectations for a bumper crop of initial public offerings to make their debuts over the next several weeks.

Saturday, October 16, 2021

There are a lot of questions about President Biden’s Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes.

Saturday, October 9, 2021

How long has it been since you’ve reviewed your Medicare policy?

Saturday, October 2, 2021

Medicare’s open enrollment period begins soon. During this time, current beneficiaries have the option to adjust their coverage for the coming year.

Saturday, September 25, 2021

The Build Back Better Act. The $3.5 trillion budget reconciliation bill. Or the Jobs and Economic Recovery Plan for Working Families.

Saturday, September 18, 2021

If you are feeling a bit confused about the direction of inflation, you’re in good company.

Saturday, September 11, 2021

A new report indicates that if Congress doesn’t take action to address funding, benefits will be cut to 78 percent by 2034.

Saturday, August 21, 2021

In response to a steady media diet of troubling COVID-19 pandemic or sad news, it seems we’re all looking for a distraction.

Monday, August 16, 2021

Looking past inflation figures and Delta variant trends, stocks last week found a way to climb higher and set fresh record highs in the process.

Saturday, August 14, 2021

Worry shifts from one news event to the next as traders attempt to build a case whether it's time to go "risk-off" with a portfolio strategy.

Monday, August 9, 2021

Overcoming jitters about the Delta variant and the reintroduction of mask requirements, stocks climbed higher.

Saturday, August 7, 2021

what exactly goes into a gold medal, and how much are they worth?

Monday, August 2, 2021

The stock market posted small losses last week despite a very strong showing by corporate America.

Monday, August 2, 2021

The robust results are leading Wall Street analysts to raise estimates for the third and fourth quarters as well as the first quarter of 2022.

Monday, July 26, 2021

Social Security benefits will increase by 6.1%. Once confirmed the revised payment will go into effect in January 2022.

Monday, July 26, 2021

Stocks staged a broad retreat on Monday as traders worried about the adverse economic implications of growing Delta variant infections.

Monday, July 19, 2021

Stocks weakened amid an active week of news, including two important inflation reports. What you need to know.

Monday, July 19, 2021

With all the attention given to inflation, stock prices, and job reports, what’s behind the quiet fall in bond yields?

Monday, July 12, 2021

On July 6, oil prices reached a six-year high. Are these higher prices for gas a precursor to higher prices in general?

Monday, July 12, 2021

Stocks managed small gains as investors wrestled with concerns over economic growth prospects and a rise in COVID-19 infections.

Monday, July 5, 2021

Summertime rouses our desire to hit the road (or the airport) and travel. Here are a few things you’ll want to consider before you take off.

Monday, June 28, 2021

It may be tempting to view this as another volatile moment in the crypto markets, but there’s more at work here than a temporary trend towards selling.

Monday, June 21, 2021

The real rate of return is an important personal finance concept to understand. The real rate of return indicates whether you are gaining or losing purchasing power with your money.

Monday, June 14, 2021

If there is a "silver lining" to all the inflation talk, it may be that Social Security benefits are expected to see a larger-than-normal increase in 2022.

Monday, June 7, 2021

Over Memorial Day weekend, gasoline prices hit the highest for this holiday weekend since 2014. Is this a sign of a pre-COVID normal?

Monday, May 31, 2021

As our nation continues to recover from the effects of COVID-19, one economic trend has been capturing news attention as of late. Consumer prices are rising amidst economic recovery.

Monday, May 24, 2021

Inflation can be a scary word for people who are retired. It’s code for “prices are going up, but my income may stay the same.”

Monday, May 17, 2021

What does it mean when two of the most powerful voices in American financial life seem to be saying two different things?

Monday, May 10, 2021

Will your retirement dreams match your reality? This week we discuss a couple of highlights of the 2021 survey.

Monday, May 3, 2021

Investor sentiment is shifting and there are many reasons for this change. This week we discuss a few of the most impactful reasons to keep in mind.

Monday, April 26, 2021

Non-fungible tokens, or NFTs, and blockchain codes have been the recipient of the latest buzz. But what actually are they?

Monday, April 19, 2021

What forces are driving the housing market resulting in homebuyers are having issues securing a home? Find out why in this week's blog.

Monday, April 12, 2021

President Joe Biden introduced the much-anticipated American Jobs Plan, which outlines an approach to spend roughly $2.2 trillion on the nation's infrastructure and other projects.

Monday, April 5, 2021

Inflation has emerged as one of the top financial concerns for investors as they size up the economy for the rest of the year.

Monday, March 29, 2021

These days, there’s plenty to worry about with the trend in long-term interest rates.

Monday, March 22, 2021

Less than one month ahead of the traditional date, the I.R.S. has delayed the deadline for filing and paying taxes for 2020.

Monday, March 15, 2021

How will the additional stimulus package affect the economy and the financial markets down the line?