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For most people, retirement isn’t about a specific age or account balance—it’s about confidence.Confidence that the bills will be paid, that you can handle surprises, and that you won’t run out of
state planning sounds like something for billionaires in marble mansions… not for regular people with a mortgage, a 401(k), a dog, and a favorite taco spot. But here’s the truth:If you love
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
The holiday-shortened week was discombobulated, to say the least. Trading desks on Wall Street were lightly staffed despite a full economic data calendar. The start of the third quarter ushered in equity
Markets ended the month of June in strong form. Better-than-expected economic data for the week showed a resilient economy and inflation moderating. Investors were dismissive of hawkish commentary from ECB President Lagarde
US equity markets tapped on the brakes with modest losses across the board. The notion that higher rates will further dampen global economic growth gave investors reason to take some profits. Economic
US equity markets continued to impress with another set of weekly gains. The mega-cap issues retook the lead, while small-cap issues lagged. Global central bank policy was top of mind for investors
The S&P 500 entered a new bull market, increasing 20% off the October lows. The move came with broader participation outside the mega-cap technology issues, responsible for most of the market’s performance
Investors enjoyed an excellent week of gains in US equity markets. Washington finally got a debt ceiling deal through Congress and onto President Biden’s desk. On the margin, it appears that the
As investors awaited news from the debt ceiling negotiations, markets continued to ebb and flow. The S&P 500 continued to trade range-bound, oscillating between 4100 and 4200. Fed rhetoric continued to open
Investors were treated to a week of gains for US indices, while US Treasuries fell significantly across the curve. Early in the week, there was cautious optimism around debt ceiling negotiations as
US equity and fixed-income markets continued to trade in a tight range. 4100 proved to be support for the S&P 500, while the US 10-year note yield oscillated around 3.46%. Cyclical issues
