Monthly Market Impact Reports
Each month, we run Monte Carlo simulations for 6 common retirement profiles against current market conditions. Real math, not opinions.
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 1.9 percentage points across profiles.
Updated 2026-07-01
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 reduced retirement success rates by an average of 2.7 percentage points across profiles.
Updated 2026-06-03
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%. Retirement success rates are roughly unchanged across profiles.
Updated 2026-05-05
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 reduced retirement success rates by an average of 2.3 percentage points across profiles.
Updated 2026-04-05
Want to see your own numbers?
Run a free Monte Carlo simulation with your actual age, savings, and spending.
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.