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TL;DR: Going into 2026, retirees face two big realities: markets that still swing and a shifting tax landscape. Focus on dependable income, flexible tax buckets, and a plan for withdrawals/RMDs. Annuities—used correctly—can
As 2025 winds down, retirement planning is shifting under three big spotlights: taxes in 2026, retirement plan rule updates, and Medicare drug-cost changes. Here’s a practical, client-friendly guide you can publish —
Quick Take Life insurance isn’t just for parents with mortgages. The right policy can: protect a spouse’s income plan if one Social Security check disappears create tax-advantaged cash you can access in
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
US equity markets finished the week with mixed results as investors digested the first tranche of third-quarter earnings results. JP Morgan, Citi Bank, Wells Fargo, and United Healthcare had better-than-expected earnings. Investors
