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As we move into 2026, many investors are asking the same question: How do I protect what I’ve built—without giving up the ability to grow? That’s exactly where annuities can play a
As we turn the page into 2026, it’s the perfect time to run a simple “retirement checkup.” Not a stressful deep dive. Just a clear look at a few areas that tend
As we move into 2026, many retirees and pre-retirees are asking the same question: “How do I keep my retirement plan growing without exposing everything to the next market swing?” After several
Global financial markets had another positive week as the Dow Jones Industrial Average finally joined the S&P 500 and the NASDAQ with a new all-time high. Benign consumer inflation increased the probability
Global financial markets rallied last week as investors stepped in again to buy the prior week’s dip in prices. Japan, Germany, Spain, and Italy were international market standouts. In the US, the
Markets forged another set of all-time highs before taking a step back last week as a deluge of information had to be digested by investors. August 1st was the tariff deadline, and
The S&P 500 and NASDAQ reached another set of all-time highs, driven by constructive rhetoric on global trade and positive second-quarter earnings results from influential companies such as Alphabet. The S&P is
U.S. equity markets were little changed for the week; that said, the S&P 500 and NASDAQ were able to forge another set of all-time highs. A busy Q2 earnings calendar saw 12%
A barrage of tariff letters sent to over 20 countries by President Trump yielded very little movement in the financial markets. Trump announced that there would not be additional extensions to negotiations
The holiday-shortened week produced another week of gains for US equity indices. The S&P 500 was up 10.6 % in the 2nd quarter, while the NASDAQ composite rose 17.8%. Trump’s reconciliation bill
The S&P 500 and the NASDAQ joined the NASDAQ 100 in forging new all-time highs in an extremely busy week for Wall Street. A de-escalation of the Iran-Israel-US conflict happened on the
Despite there being plenty for investors to consider, the holiday-shortened week ended pretty much where it started. Israel and Iran continued to exchange missile attacks, while global leaders tried to find a
US markets advanced in an erratic week of trading. The S&P 500 ended the week above the 6000 level and is up nearly 24% from the April 7th lows. Investors continue monitoring
The holiday-shortened week was busy. Trade uncertainties continued to be on investors’ minds, with several trade stories hitting the tape throughout the week. News on Tuesday that President Trump had extended the
It was a busy week on Wall Street. The Dow Jones Industrial Index and the S&P 500 went positive for the year, catalyzed by the announcement that China and the US would