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If you feel like retirement has gotten more complicated, you’re not imagining things. Between market volatility, rising costs, new tax rules, and longer life expectancies, “set it and forget it” retirement planning
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 —
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
Investors were treated to another mixed bag of market action as the yield curve steepened on the notion of higher rates for longer. There were several central bank officials that echoed the
Markets finished a difficult month of September with mixed results. The prospect of a government shutdown, along with no real progress in the UAW negotiations and a recalibration of interest rate expectations,
US equity markets sold off in tandem with the US Treasury market as the Federal Reserve’s Open Market Committee meeting concluded with no change to its policy rate. The Fed’s Summary of
It was a roller coaster ride on Wall Street this week, with early-week gains met with a late-week sell-off. Investors cheered the largest IPO of the year that saw Arm Holdings come
The holiday-shortened week ended with losses for both US equities and Treasuries. Apple shares tumbled on the news that the Chinese government would ban the use of the iPhone at government agencies
Financial markets were all over the place last week and ended with mixed results. The S&P 500 gained 0.8% and closed above 4400, a critical psychological level, but fell short of regaining
US equity markets fell for the third consecutive week. The S&P 500 broke its 50-day moving average and then sank below 4400. The sell-off has been on low volume, and the market
US Financial markets had another week of consolidation. Equities and US Treasuries sold off in tandem on light volume. An early week debt downgrade of 10 small to midsized banks and a
