Defined Plan Advisors

09/02/2026

In this week’s Markets in a Minute, we explore the growing tension between policymakers and the bond market. After the 30-year Treasury yield climbed to its highest level in nearly two decades, the U.S. Treasury stepped in by expanding its buyback program for long-dated bonds. Why did the move attract so much attention from investors? And what does it reveal about the forces driving long-term interest rates?

09/02/2026

Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the history of bull and bear markets.

This helpful infographic will define bull and bear markets, as well as give a historical overview.

08/31/2026

Other than a health emergency, few events are more stressful and disruptive to retirement strategy than an unexpected job loss or layoff. For many, it’s not just a hit to finances but also to confidence and sense of self.

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08/28/2026

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

08/26/2026

The average college senior graduates with credit card debt. How will your kids manage money?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

08/26/2026

Back-to-school season brings tuition bills into focus, but the effects of student debt can last for decades. Borrowers are facing missed payments, damaged credit, and difficult trade-offs involving spending, homeownership, and retirement savings. In this week's Money with Murphy, Kara looks at what those challenges mean for individual households and why the broader consumer remains on relatively solid footing.

Kara Murphy explores how student debt affects spending, credit, homeownership, and retirement planning, and why the broader consumer remains on solid financial footing.

08/24/2026

This month's chart unpacks where we most commonly go for information. Take a look, and you'll see one source stands out from the rest.

08/24/2026

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

What does your home really cost?

08/21/2026

When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

08/20/2026

In this week’s Markets in a Minute, we revisit the economic and market implications of the conflict with Iran and explore several questions that remain top of mind for investors as it grinds on. What could a prolonged conflict mean for the economy and markets, particularly after many expected the initial shock to be short-lived? And even if the conflict ended tomorrow, how quickly could global oil supplies recover? Read on for our take on these and other key questions.

We revisit the economic and market implications of the conflict with Iran and explore several questions that remain top of mind for investors as it grinds on.