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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
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
Markets bounced back as investors reengaged the pro-growth Trump 2.0 trade. President-elect Trump continued to fill out his cabinet and, late Friday announced Scott Bessent as his nominee for Treasury Secretary. Wall
US equity markets pulled back last week as investors took profits from the outsized move higher seen following the US election. Sticky inflation prints, coupled with solid retail sales and hawkish comments
The S&P 500 notched its 50th all-time high of 2024 as investors piled into equities after a decisive US election. Wall Street embraced the idea that President-Elect Trump would enact several pro-growth
-Darren Leavitt, CFA It was a very busy week on Wall Street as investors analyzed a deluge of corporate earnings reports and a full economic data calendar. The S&P 500 traded lower
Global markets pulled back last week as investors took the opportunity to reduce some risk before a very close US Presidential election. In the US, nearly 20% of the S&P 500 reported
-Darren Leavitt, CFA The S&P 500 advanced for the sixth consecutive week, closing at a new record high. This week, a broadening out of the market’s rally was evident, with small caps
The S&P 500 and Dow Jones Industrial Average forged another set of all-time highs despite facing several macro headwinds. Chinese markets reopened after celebrating Golden Week with significant losses. Investors were expecting
The S&P 500 closed higher for a fourth consecutive quarter, the first time it has done so since 2011. Investors continued to face a challenging macro environment. Escalating tensions in the Middle
-Darren Leavitt, CFA US equity markets posted a third week of gains as global central banks continued to cut monetary policy rates. China, Switzerland, Mexico, Hungry, and the Czech Republic cut their
