Trusts & Estates: July/August 2026 Digital Edition

A bipartisan quartet of senators introduced legislation that would task the Social Security Advisory Board with crafting a “base bill” to extend Social Security’s solvency. Under the bill, introduced by Senators Bill Cassidy, R-Louisiana; John Cornyn, R-Texas; Dick Durbin, D-Illinois; and Tim Kaine, D-Virginia, if the SSAB does not submit a proposal, the leaders of…

All things being equal, when crude oil prices rise, the fortunes of energy exploration and production (E&P) companies increase (as do their share prices). When said prices decline, the opposite is often true. This was the key dynamic behind upstream oil company ConocoPhillips‘ (COP -3.89%) nearly 4% drop on Monday. The costs of war As…

Intuitive Surgical (ISRG 6.86%) is scheduled to report earnings after the market closes on July 16. The robotic healthcare stock has suffered so far this year, falling a little more than 30%, despite a strong first-quarter earnings report. Positioning a trade or an investment right before an earnings report always carries a bit of event…

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Retirement plan participants overwhelmingly want employer support for their retirement planning and decisionmaking, according to J.P. Morgan Asset Management’s 2026 Defined Contribution Plan Participant Survey. The summary of the company’s eighth biennial survey, “How Participants Think, Act and Engage With Their Retirement Plans,” found that younger cohorts largely expect employers to provide financial advice and…

The first major home renovation my husband and I ever undertook was insulating the walls of a 1921 Craftsman bungalow we shared in Columbus, Ohio. This project made the house a great deal more comfortable in the winter and the summer, since the existing insulation was the least expensive option available in the 1920s —…