VOL. 102

Unfolding
The Future.

Current forecasts suggest that individuals receiving Social Security payments could see a cost-of-living adjustment of roughly 3.9 percent during 2027. This projection stems mainly from persistent inflation and elevated living expenses that continue to resist downward pressure. Although a 3.9 percen

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Market Overview

Investor Insight

Tax-Loss Harvesting

Offset capital gains by selling losing positions before year-end. The tax savings can be reinvested, effectively turning losses into future gains.