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Seasonal trends, cooling inflation, and a potential rate cut are shaping expectations for December. See what the data shows in our Market Commentary. h-sms.fisglobal.com/3VdD1V

High-income year? Your tax bill may climb. Here’s how charitable giving can help reduce the impact and support causes you care about h-sms.fisglobal.com/3ulLOC

After a modest pullback and a surge of pessimism, the S&P 500 finished November flat—near all-time highs. From improving economic data to broad-based earnings strength, there’s a lot for investors to be thankful for as we head into December. h-sms.fisglobal.com/1I7WUZ

Markets eased last week as volatility picked up around private credit, crypto weakness, tech selling, and questions about the Fed’s next move. This week’s commentary breaks down what happened and early thoughts heading into 2026. Read more h-sms.fisglobal.com/1hW89B

Some retirement contributions cut your taxes — others don’t. Knowing the difference can shape your strategy. Here’s what to know before your next deposit h-sms.fisglobal.com/3pDrKp

Financial progress is influenced by behavior, planning, and tax decisions. This 20-question quiz helps you look at those patterns and includes a clear guide to understanding your score. h-sms.fisglobal.com/4mVMTF

Markets were choppy last week, yet several core indicators remain stable. This week’s Market Commentary breaks down the rise in pessimism, ongoing earnings resilience, and how global growth trends are influencing the broader outlook. h-sms.fisglobal.com/2DklWD

Giving back can be both meaningful and strategic. This article breaks down how donor-advised funds and “bunching” donations can help make the most of your charitable giving h-sms.fisglobal.com/114IlD

Markets pulled back a bit last week, but that’s part of a healthy cycle. Our latest commentary explains why the outlook for 2026 is still positive—supported by earnings, policy, and momentum. Read here: h-sms.fisglobal.com/1vYvlx

As a busy small business owner, you may not feel that working up an exit strategy needs to be a priority. But it should be. This article explains what makes a good succession plan and why it’s important to start planning now h-sms.fisglobal.com/3XxuZw

November is known for market strength—and this year’s pattern fits that history. After six months of solid performance, our Market Commentary looks at what’s supporting confidence and where things may go from here h-sms.fisglobal.com/3uKXBx

In the wake of an up-and-down week for the market, let’s take a look at spectacular historical crashes during the month of October—including Black Monday. Also why is gold still surging? It’s all in our latest Market Commentary: h-sms.fisglobal.com/3HYsRg

Over the next two decades, an estimated $124 trillion in wealth will transfer to the next generation. Will you be ready for it? Our step-by-step guide can help you prepare h-sms.fisglobal.com/4e3ir2

Many business owners don’t know the true market value of their business, and not knowing the real number can trip you up when it comes to planning for the future. This article explains why: h-sms.fisglobal.com/2QOLBT

The market did respond to tariff talk. But Friday’s sell-off was on the heels of one of the best 6-month rallies ever. In this Market Commentary, we discuss the state of this bull mrkt and why we’re not worried about Friday’s volatility: h-sms.fisglobal.com/3rbHfd

The transition from employment to retirement can be complex. Check out our strategies to address the most common concerns for soon-to-be retirees: h-sms.fisglobal.com/2vDkhm

Selling a business involves many considerations. One of them is tax consequences. Our most recent blog post for small business owners covers this and 3 other unforeseen challenges you could face: h-sms.fisglobal.com/1qEEA1

Thinking about retiring soon? Make sure you’re prepared for the big transition by watching our What You Need to Do Leading Up to Retirement webinar, now available on-demand. h-sms.fisglobal.com/4AyvDM

As you plan for retirement, it’s important to work through your budget. One major cost that is often overlooked is healthcare. Check out the steps you can take to plan for these expenses: h-sms.fisglobal.com/1Wf5mT

There’s quite a bit of “bubble” talk recently, and people have questions about whether the market is stretched too thin. The reality? It’s pretty hard to pinpoint a bubble in real time. We break it down in today’s Market Commentary: h-sms.fisglobal.com/40A772