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2026 Cost of Living Adjustments for Retirement Savings

One Big Beautiful Bill (OBBB) On July 4, 2025, the "One Big Beautiful Bill Act" (OBBB) [Pub. L. No. 119-21] was signed into law, finalizing a comprehensive set of US tax cuts and changes. These changes affect a wide range of taxpayers, from individuals to large corporations. The following is a breakdown of some of the income tax modifications impacting individuals and noncorporate businesses under the new law. Key Changes for Individual Taxpayers The OBBB introduces several permanent changes...

Index 1 Month % Year To date % One Year % S&P 500 Total Return 2.34 22.86 30.07 NASDAQ Composite** 5.47 17.93 27.37 S&P Developed Ex-US BMI* 2.35 29.92 26.45 Dow Jones Commodity (DJCI) 3.31 12.33 14.96 S&P US Aggregate Bond* 0.66 6.66 6.13                                                                                                                                                                                             U.S. equities had another good month with the S&P 500 up more than...