Leah Woodford 00:00 Hi, and welcome to Retire Smart Austin. I’m Leah Woodford, and with me today is Phil Capriotti Sr. of Empower Wealth and Tax. And today we’re actually going to
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Leah Woodford 00:00 Welcome, Retire Smart Austin. I’m Leah Woodford with Phil Capriotti Sr today, of Empower Wealth and Tax, and we’re actually continuing last week’s show on trusts, and I’m so
Leah Woodford 00:00 Welcome to Retire Smart Austin. I’m Leah Woodford, and with me today is Phil Capriotti Sr., of Empower Wealth and Tax, and today we’re talking everything trusts. Welcome back.
Planning for retirement has changed dramatically over the past few decades. In the past, many retirees relied on pensions and Social Security to provide dependable income throughout retirement. Today, pensions have largely
When most people think about retirement planning, they focus on the obvious questions: Will my savings last? How much income will I need? When should I take Social Security? But there’s one
Retirement isn’t about how much you’ve saved. It’s about how you turn your savings into income you can rely on — for 20, 30, or even 40 years. Most people believe their
Markets remained volatile, driven by headlines related to the Iran war. Whipsaw action was prominent across multiple asset classes, while several historically safe-haven assets offered no cover for investors. Questions about the
Investors endured a difficult week as the conflict between the US, Israel, and Iran continued. Iran’s efforts to target US military bases in the region broaden the conflict across the Middle East.
US equity markets regressed as several themes that have propelled the market higher over the last couple of years have had to be reassessed. Return on investment from AI capex, a Federal
The holiday-shortened week produced gains across US indices and saw an emerging market ETF break out to all-time highs. The start of the Chinese Lunar New Year and Ramadan tempered international trading
US financial markets regressed in choppy trade. The narrative around the disruptive nature of AI continued to impact markets. Rotation away from growth and mega-cap issues continued while proceeds flowed to defensive
Investors endured a volatile week on Wall Street as 4th quarter earnings continued to roll in. Concerns about massive capital expenditures resurfaced after Amazon and Google announced $200 billion and $185 billion
Markets ended the week mixed. With just over a third of the S&P 500 having reported fourth-quarter earnings, this earnings season appears much better than anticipated. That said, despite better-than-expected results, many
Global equity markets finished the week mixed, with US markets posting their second straight week of losses. Geopolitical concerns and trade tensions were top of mind for investors as global leaders met
US financial markets ended the week with mixed results as investors assessed the first week of fourth-quarter earnings. Earnings results from the banks initially prompted selling, but this may have been due
US equity markets notched new highs in the second week of the new year, even as geopolitical tensions increased in several regions. The new highs came on a broadening out of the
US markets ended the New Year holiday-shortened week with losses. Mega-cap Technology issues sold off on low volume, as did Financial and Consumer Discretionary sectors. That said, the S&P 500 posted its
The Christmas-shortened week produced gains across all major US indices, with the S&P 500 and Dow Jones hitting record highs. Mega-cap Tech assumed its leadership role with the semiconductor sector having relative
