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Key Takeaways (TL;DR) Retirement success is less about “the number” and more about cash-flow durability, tax efficiency, and risk control. A resilient plan blends guaranteed income (Social Security, pensions, annuity floors) with
Big idea: Life insurance and fixed indexed annuities (FIAs) aren’t either/or. Used together, they can help protect income, manage taxes, and transfer wealth more efficiently—especially in volatile markets. Why these two tools
When planning for retirement, one of the greatest challenges is balancing growth potential with protection of principal. Many investors seek opportunities that allow for upside potential without exposing their hard-earned savings to
-Darren Leavitt, CFA The final week of August was all about NVidia’s second-quarter earnings results and the Fed’s preferred measure of inflation, the PCE. Expectations for NVidia’s earnings were so high that
US financial markets inked another week of gains as investors cheered what they heard from global central bankers at the Jackson Hole Economic Symposium. In fact, the bulk of the gains were
Markets reversed course last week as investors reassessed the economic narrative of a recession. Better-than-expected inflation data, alongside a robust reading of Retail Sales and a pullback on Initial Jobless Claims, tempered
Wow, what a week for global financial markets. A rollercoaster ride for investors continued throughout the week as multiple narratives ricocheted off prior expectations. Crowded trades coupled with weaker-than-expected economic data in
Last week, markets took a significant step back on weaker-than-expected labor data that challenged the idea of an economic soft landing. Mega Cap technology earnings continued to show massive cap-ex spend on
Financial markets traded mixed last week. News on Sunday that President Biden had decided not to pursue reelection and endorse his Vice President Harris induced a reassessment of the political landscape. However,
It was a very busy week on Wall Street as investors seemed inclined to rotate out of Mega-cap tech and into this year’s laggards. A failed assassination attempt on former President Donald
US financial markets were able to log another set of all-time highs as investors cheered a weaker-than-anticipated Consumer Price Index report that signaled more progress on the inflation front. The US Treasury
The holiday-shortened week saw the S&P 500 hit its 34th record high this year. The NASDAQ 100 also eclipsed the 20k mark for the first time. Traders welcomed weaker-than-expected economic data that
Financial markets finished the 2nd quarter with a lack of conviction. Mega-caps led the market over the quarter with a 9.65% gain, while the equally weighted S&P 500 index declined by -2.42%,
The holiday-shortened week saw the S&P 500 eclipse 5500 and hit its 31st all-time high of the year. Volumes were relatively light until Friday, when $5.5 trillion in derivatives expired and rolled
US Markets finished the second week of June with mixed results. It was an extremely busy week for investors as key Central Bank policy decisions were announced outside of a full economic
