Age and Financial Planning - Money Weekly Newsletter from alooola®
- May 11
- 2 min read
Age and Financial Planning
May 11, 2026
Americans are living longer than many plan for: a healthy 65-year-old married couple has a 50% chance one spouse reaches 94 and a 25% chance one reaches 98, yet 52% do not adequately factor longevity into retirement planning. 1
U.S. households lead the world in stock ownership at 55%. This is higher than both developed countries, such as the United Kingdom (33%) and Japan (15%), as well as developing nations, such as China (7%) and India (6%). 2
Spirit Airlines’ collapse continues to reshape an airline industry already pressured by higher fuel costs. Domestic airfares are up 36% this year, but the largest carriers (Delta, American, Southwest, and United) still dominate the market with a combined 69% share. 3
The S&P 500’s rally approached record highs again last week. Since 1960, the index has historically gained ~12% in the year following a record high. *4
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alooola® is an SEC Registered Investment Adviser. Material presented is for informational purposes only, and is not meant to be advice to any individual. Talk with alooola® to see how this information may apply to you. Consider your current financial situation, tolerance for risk, and investment objectives before you invest funds in securities through alooola®. For a more complete explanation of the alooola® service, please visit www.alooola.com. Information presented, including past performance of various sectors, vehicles, and indices is not to be construed as a forecast or guarantee of future results. Actual results, performance, or events may differ materially from those expressed or implied herein, and all investments are subject to risk, including loss of principal.
Sources:
Capital Group – “Longevity: Don’t plan for an average retirement”
Paul Kedrosky – “Chart of the Day: The U.S. Leads the World in Stock Ownership”
Barron’s – “Farewell, Ultra-Cheap Flights. What Spirit’s Demise Means for You—and Airline Stocks.”
Barron’s – “Why the S&P 500 Is Heading to 8000”
*Past performance is not indicative of future performance
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