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Kick off 2026 with clear retirement planning goals. Learn the 6 most important steps to protect your income, reduce taxes, and stay on track. 2026 Retirement Planning Goals: A Simple Roadmap to
As we move into 2026, many investors are asking the same question: How do I protect what I’ve built—without giving up the ability to grow? That’s exactly where annuities can play a
As we turn the page into 2026, it’s the perfect time to run a simple “retirement checkup.” Not a stressful deep dive. Just a clear look at a few areas that tend
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
US markets finished the week mixed, with a late-week rally in technology mitigating early-week losses. Micron Technology’s third-quarter results were excellent and helped propel technology stocks after the announcement. Western Digital, Seagate,
The Federal Reserve, as expected, cut its monetary policy rate by twenty-five basis points to 3.50%-3.75% and tempered expectations for further cuts in 2026. The decision was not unanimous, as a divided
Apprehensive investors pushed markets higher this week, with the small-cap Russell 2000 hitting a new all-time high, while the S&P 500 closed just 50 points below its October all-time high. Economic data,
The holiday-shortened week saw global financial markets trade higher. Increased optimism for a December rate cut, along with some constructive news on the AI front, catalyzed buying across risk assets. Several Fed
Markets were choppy and ended the week with mixed results. Investors poured into risk assets on the idea that the longest US government shutdown was over, but a more hawkish tone from
US markets rebounded from losses in the prior week as trade tensions between the US and China appeared to ease. President Trump is scheduled to meet with President Xi in the next
Well, the market finally had a significant pullback, but not before the S&P 500 and NASDAQ were able to set another all-time high. The week began with a deal between OpenAI and
Investors sent US markets to another set of all-time highs despite concerns about an extended government shutdown. The U.S. government shutdown was largely dismissed by markets last week, which came as a
The S&P 500 hit a 28th record high for the year before settling lower for the week. Investors endured a choppy week of trading as better-than-expected economic data and better-than-feared inflation data