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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.
Retirement should be a time filled with freedom, confidence, and peace of mind — not uncertainty and financial stress. Yet many people unknowingly make decisions during their working years that can create
Retirement is no longer viewed as simply “stopping work.” For many individuals and families, retirement is about creating freedom, protecting the lifestyle they’ve worked hard to build, and gaining peace of mind
In today’s unpredictable financial environment, many retirees and pre-retirees are searching for ways to protect their savings while still maintaining the opportunity for growth. One financial tool that continues to gain attention
Happy Memorial Day weekend, and thank you to all the brave men and women who have served our country to ensure our freedom. Markets took a step forward last week in what
US equity markets finished the week mixed in volatile trade. Hotter-than-expected inflation data, coupled with increased tensions in the Middle East, sent US Treasury yields significantly higher. The US-China summit ended with
Global markets hit record highs as Q1 earnings continued to exceed expectations. Despite continued tensions in the Middle East and the Strait of Hormuz effectively closed, investors bought mega-cap technology issues alongside
Global markets had mixed results last week as headlines about the US-Iran conflict continued to affect trade. Conflicting reports of the US and Iran meeting to negotiate a ceasefire came and went
Global markets continued to rally in hopes of an extended ceasefire and Friday’s reopening of the Strait of Hormuz. However, the rally will be tested on Monday after Iran shut down the
Global markets rose for a second week as the US and Iran agreed to a two-week ceasefire. The two sides met in Pakistan on Saturday to negotiate an end to the war,
The holiday-shortened week saw US equities advance even as oil prices surged amid uncertainty about the duration of the Iranian conflict. Early in the week, investors bid up risk assets on hopes
US markets fell for the fourth consecutive week as the US-Israel-Iran conflict entered its 5th week. President Trump’s announcement that he would extend the deadline to reopen the Strait of Hormuz by
US markets fell for a third consecutive week as investors continued to assess the implications of the Iran conflict. Headlines related to Iran continued to dominate market attention. Energy markets traded higher
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
