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Retirement isn’t one-size-fits-all. Two people can retire the same year with the same savings and still need completely different strategies—because income needs, taxes, risk tolerance, health care costs, and family priorities are
When you think about building a strong retirement plan, most people focus on a mix of stocks, bonds, and cash. But for many retirees and pre-retirees, there’s another tool that can add
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
Global financial markets rallied on several reports that suggested significant progress was being made on trade negotiations. Vice President Vance met with Indian Prime Minister Modi on his visit to India. The
Equity markets regressed during the abbreviated trading week, while US Treasuries found some footing. Trade policies continued to influence markets and foster uncertainty. Little progress was made on country-specific tariffs, while several
Wow, what a week on Wall Street. Continued uncertainty regarding trade policy induced massive swings in the equity, bond, commodity, and currency markets. A 7% intraday swing in the S&P 500 on
Global financial markets tumbled last week as investors moved out of risk assets, fearing that a worldwide trade war would ensue after Trump’s tariffs were higher than anticipated. Thursday and Friday’s market
It’s been a difficult month for investors, and sentiment indicators tell that story. Wall Street appeared poised to build on the prior week’s gains, but regressed again as mixed signals on tariffs
The S&P 500 avoided a fifth straight week of losses as investors continued to assess the impact of Trump’s policies. A late rally on Friday afternoon, fueled on heavy volume from quarterly
Investors endured the fourth consecutive week of losses in US equity markets as concerns around tariffs and their impact on the economy continued to weigh on sentiment. Several investment banks decreased their
Economic growth concerns weighed on US financial markets as manic trade policy fostered uncertainty and volatility. It was a hectic week as investors tried to make sense of Trump’s tariffs on Canada,
Growth concerns entered the market narrative as investors continued to look at policy uncertainties on tariffs and the strains on geopolitical relations. The Trump administration confirmed that 25% tariffs on Canada and
The holiday-shortened week saw the S&P 500 hit all-time highs, but late in the week, the move abruptly succumbed to consolidation pressure. Investors are worried about valuations, trade tensions, inflation, and declining
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