Monthly Market Impact Reports
Each month, we run Monte Carlo simulations for 6 common retirement profiles against current market conditions. Real math, not opinions.
August 2026
S&P 500: 9.4%S&P 500 is up 9.4% YTD, inflation at 3.5%. This has improved retirement success rates by an average of 1.9 percentage points across profiles.
Updated 2026-08-04
July 2026
S&P 500: 9.6%S&P 500 is up 9.6% YTD, inflation at 4.2%. This has improved retirement success rates by an average of 2.0 percentage points across profiles.
Updated 2026-08-04
June 2026
S&P 500: 11.2%S&P 500 is up 11.2% YTD, 10-Year Treasury at 4.46%, inflation at 3.8%. This has improved retirement success rates by an average of 2.0 percentage points across profiles.
Updated 2026-08-04
May 2026
S&P 500: 5.2%S&P 500 is up 5.2% YTD, 10-Year Treasury at 4.39%, inflation at 3.3%. This has improved retirement success rates by an average of 2.0 percentage points across profiles.
Updated 2026-08-04
April 2026
S&P 500: -3.8%S&P 500 is down 3.8% YTD, 10-Year Treasury at 4.31%, inflation at 2.4%. This has improved retirement success rates by an average of 2.0 percentage points across profiles.
Updated 2026-08-04
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Run Your SimulationThis is educational information only and not personalized financial, tax, or legal advice. Results are hypothetical illustrations based on assumptions and may not reflect actual outcomes. Consult a qualified financial advisor for advice tailored to your situation.