Leah Woodford 00:00 Hi, and welcome to Retire Smart Austin. I’m Leah Woodford, and with me today is Phil Capriotti Sr and John Solyman CRPC of Empower Wealth & Tax. Welcome back
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Retirement planning changes once the paychecks stop. In your working years, the goal is usually growth. In retirement, the goal becomes reliable income, tax efficiency, and protecting your lifestyle—all while navigating market
When people think about “financial planning,” they often picture investing—choosing funds, watching the market, or trying to pick the right time to buy. But a truly well-rounded financial plan is bigger than
Retirement planning in 2026 isn’t just about “saving more.” It’s about building a reliable income plan, keeping taxes predictable, and making sure your money is positioned to handle inflation, market swings, and
US equity indices posted another set of all-time highs as investors increased expectations for three, twenty-five basis point rate cuts by year’s end. Inflation data reported for the week essentially gave the
Investors sent the S&P 500 to another all-time high in a holiday-shortened week of trading. President Trump started the week by asking the Supreme Court to expedite a hearing to challenge the
The S&P 500 posted a gain for the fourth consecutive month as investors continued to embrace the prospects of a September rate cut, a robust economic outlook, and strong corporate earnings. The
US equity markets ended the week with a powerful move to the upside after Fed Chairman J. Powell indicated that the balance of risk had shifted to the labor market, leaving the
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