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According to the U.S. Census Bureau, people 65 years of age and older, and living alone, made up 11% of all households in 2020. That is up from 9% in 2010. According to Pew Research, about half of women and 29% of men 65 and above are unpartnered. Those figures are expected to rise in the future according to Pew, as approximately 38% of the population between the ages of 25-54 were unpartnered in 2019 … up from 29% in 1990.

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Domestic stock market values declined by nearly 6% in March, and ended down just shy of 5% for the quarter. In fact, all three major indexes – S&P 500, Dow Industrials, and Nasdaq Composite – were down in each of the past two months.

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Elevated equity valuations and anxiety over U.S. trade policies are fueling market uncertainties. With these and other economic concerns on the rise, global stock measures were off slightly in February. Conversely, bond markets provided positive returns thanks to declining interest rates. Despite all the noise, global stocks and bonds have each produced solid returns year-to-date.

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Global stock markets had a solid start to 2025, with returns in excess of 3% during January. For the month, domestic and foreign stocks registered gains of 3.2% and 4.0%, respectively. With interest rates relatively stable, global bond markets saw modest gains for the month.

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According to the Tax Foundation’s analysis of IRS data, the U.S. tax system is extremely progressive. The top 1% of income-tax filers provided 40% of the revenue in 2022, while 72% was secured by the top 10% of filers. Here is the breakdown:

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Although struggling on the approach to the finish line, U.S. stocks had yet another blockbuster year in 2024. Thanks to a solid labor market and declining inflation, domestic stocks returned 24% for the year. 

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U.S. stocks delivered their best monthly returns of the year in November. Large domestic companies, as measured by the S&P 500 Index, gained 5.9% for the month, while smaller domestic companies, with total returns of 11%, were the big winners. U.S. stocks have now registered returns of just over 27% year-to-date.

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Global stock markets saw declines of just over 2% in October, with domestic and foreign equities off by approximately 1% and 5%, respectively. Bond values also declined, as the yield on the benchmark 10-year U.S. Treasury note ended October at 4.282% … a sizable uptick from the 3.798% yield at the start of the month.

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There are about three times as many domestic stocks funds as there are American companies. While domestic stocks account for 70% of the world’s stock market value, they make up fewer than 10% of the listed companies in the world.

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With returns of just over 2%, global stocks delivered yet another strong month for investors. For the quarter, global stocks advanced 6.6% and are up just shy of 19% year-to-date.

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August delivered quite the roller-coaster ride for investors. At the start of the month, financial markets were hit hard by declining manufacturing activity and disappointing jobs data.

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The U.S. Surgeon General, Dr. Vivek Murthy, declared a loneliness health epidemic last year, calling attention to the public health crisis of isolation and lack of connection in our country.

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