View >>
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
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
Despite all of the uncertainties within the investment landscape, global markets were able to post nice gains last week. Fourth-quarter earnings continued to roll in with notable results from Coca-Cola, McDonald’s, Roku,
Uncertainty about global trade continued to be at the top of investors’ minds as Trump announced 25% tariffs on Mexico and Canada while levying 10% on Chinese goods. Mexico and Canada’s immediate
US financial markets were extremely busy last week as a rush to download a Chinese AI platform called Deep Seek from Apple’s App Store seemingly changed the narrative around artificial intelligence in
Darren Leavitt, CFA Wow, what a week! US markets were closed on Monday for Martin Luther King Jr. Day, and Donald Trump was inaugurated as the 47th President of the United States.
Financial markets advanced this week as a solid start to the fourth-quarter earnings season, and some better-than-feared inflation data gave investors a reason to buy the most recent dip. The financial sector
US equity markets fell in the first full week of 2025 as investors recalibrated their Federal Reserve monetary policy expectations. Stronger labor data, a robust ISM Services print, and a weaker Consumer
The final trading sessions for 2024 extended losses from the prior week, but the S&P 500 and NASDAQ still posted impressive gains for the year, 23.3% and 28.6%, respectively. The so-called Santa
Market action was mixed in a holiday-shortened week of trade. The Santa Clause rally, which runs for the last five trading sessions of the year through the first two trading sessions of
Equity and fixed-income markets sold off for the second consecutive week as the Federal Reserve delivered an expected twenty-five basis-point rate cut but pivoted to a much more hawkish stance for 2025,
The Nasdaq eclipsed the 20,000 level for the first time this week as investors reengaged in buying the mega-cap technology names. Amazon, Google, Tesla, and Meta hit new highs for the year
The S&P 500 forged another set of all-time highs as investors embraced the idea of an economy running at a pace appropriate for the Fed to consider further rate cuts. Leadership in
The holiday-shortened week saw the S&P 500 and Dow rise to new all-time highs. Investors cheered the nomination of Scott Bessent as Treasury Secretary, who is seen as a fiscal hawk and
