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Learn how the market, economy, and demographics are shaping the annuity industry. The annuity industry is having a moment. After years of mixed opinions and confusion around how they work, annuities
Each June, Annuity Awareness Month shines a spotlight on one of retirement’s most misunderstood—but potentially powerful—financial tools: the annuity. In 2025, as market uncertainty, inflation concerns, and rising interest rates continue to
Although your CalPERS service retirement is a lifetime benefit, and you have other income sources available to you, money can still be tight. Making ends meet is a big concern for many
US Markets gained ground in the second week of 2024, attributed to mega-cap issues in the Information Technology and Communication Services sectors. The Equal-weight S&P 500 was up 0.2%, while the Mega-Cap
After nine weeks of gains, the market fell in the first week of trading in 2024. Interestingly, the losses incurred this week largely came from areas of the market that outperformed last
US equity markets inked an 8th consecutive week of gains as investors continued to foster the soft landing narrative. Trading volumes lightened as the week progressed and corporate news was relatively quiet.
The Bull market continued its rally streak to seven consecutive weeks, something not seen since 2017. Wall Street threw a “pivot party” as the US Federal Reserve’s Open Market Committee meeting ended
The S&P 500 gained ground for the sixth consecutive week as US economic data continued to support the soft landing narrative. Mega-cap issues provided leadership, while small-caps continued to perform relatively well,
A mélange of factors pushed US equity markets to a sneeze away from record highs. US Treasuries continued to rally, sending yields lower across the curve. The soft landing narrative continued as
US equity markets inked a 4th straight week of gains despite the market appearing to be overbought. The holiday-shortened week featured light trading volumes and broad participation. Earnings results from AI Chip
The S&P 500 closed above 4500 after inking its third consecutive weekly gain. Temperate economic data released over the last few months has elevated the idea of an economic soft landing and
Markets were mixed this week as investors digested additional earnings announcements, a plethora of Fed rhetoric, and a large dose of US Treasury issuance. The divergence of mega-cap stocks widened relative to
Equity markets faced another wave of selling as the S&P 500 went into correction territory, down 10.13% from the end of July. Investors saw some relief from the bond market, but trade
This week, the debt market resumed its sell-off and wreaked havoc on the equity markets. The US 10-year bond yield hit 5% for the first time since 2007, while longer-tenured issues felt
