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Monthly Recap | June 2026 Monthly Recap Market Indices At-A-Glance Following 10.5% and 5.3% respective returns in April and May, the S&P 500 ended the second quarter at 7,499.36, down nearly 1% in June and 1.45% below its 24th...

As retirement approaches, it’s natural to focus on the financial transition ahead, shifting from saving to spending, planning income, and thinking about longevity. But retirement often brings other changes in family roles, expectations...

Congratulations to Janell Kuck and Katelyn Coning who graduated from Mercer County Chamber of Commerce’s “Leadership Mercer County” program. This 10 month program allowed them to network with local business professionals and gain...

Moorman, Harting Financial Services, Ltd. earned a Platinum Award at Cetera Financial Group’s annual awards conference, Circle of Excellence. Moorman, Harting Financial Services, Ltd. is affiliated with Cetera, the premiere financial...

Congratulations to Ryan, a Financial Services Assistant in our Maria Stein office. Ryan and his wife Liv recently welcomed their daughter Eliza Therese. She weighed 7 lbs 5.3 oz. Everyone is doing well. Best Wishes to Ryan & Liv!

Market Indices At-A-Glance The S&P 500 returned nearly 10.5% last month, erasing its war-related losses to turn positive for the year, up 5.7%. The index ended April at 7,209, capping its 11th 2026 all-time high and 2nd-best April...

Market IndicesAt-A-GlanceFor the MonthAll three major indices declined in March, with the Dow Jones Industrial Average leading the sell‑off, down 5.2%. The S&P 500 fell 5.0%, while the tech‑heavy Nasdaq Composite fared slightly better...

Monthly RecapMarket IndicesAt-A-GlanceThe S&P 500 fell 0.76% in February, trimming its YTD gain to 0.68%. The index ended the month 1.43% below its most recent record high of 6,978 set on January 27.The Dow Jones Industrial Average...

Market IndicesAt-A-GlanceDespite volatile swings during the second half of the month, the S&P 500 gained nearly 1.5% in January, closing at 6,939. That’s just 0.57% below its most recent all-time high set on January 27 at 6,978.The Dow...

We want to make you aware of an important clarification from the U.S. Postal Service that may affect tax filing deadlines.USPS Postmark Definition Update USPS now defines a postmark as the date a mail piece is first processed by...

We will use SafeSend Returns™ to obtain your electronic signature and deliver an electronic copy of your tax return this year with limited exceptions. You will be able to download or print a full copy of your return at your convenience.

The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year.

More than 5000 retirement professionals have earned the Certified Retirement Counselor® (CRC®) certification conferred by the International Foundation for Retirement Education (InFRE). Amanda M. Homan of Moorman, Harting Financial...