Early Social Security Claims Surge: Should You Claim Benefits Sooner?

Recent Trends in Social Security Claims According to the New York Times, early claims for Social Security benefits have increased by 13% since the beginning of the year. This rise is notable, especially considering the Social Security Trust Fund’s projected depletion timeline remains unchanged. The current surge in early claims appears to stem from heightened […]
Investment Commentary – June 2, 2025

Executive Summary For the month of May, the S&P 500 returned over 6%, its best monthly performance since November 2023. Financial markets have weathered two months of policy-driven volatility, only to end up roughly where they started. After a nearly 20% decline from late February to early April, the S&P 500 has regained most of […]