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When most people think about retirement planning, they focus on the obvious questions: Will my savings last? How much income will I need? When should I take Social Security? But there’s one
Retirement isn’t about how much you’ve saved. It’s about how you turn your savings into income you can rely on — for 20, 30, or even 40 years. Most people believe their
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
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
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,