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Quick Take Annuities are insurance contracts that can turn a portion of your savings into guaranteed income you can’t outlive. For the right person, they lower stress, steady cash flow, and reduce
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
It was an extremely busy week on Wall Street. First-quarter earnings results were highlighted by Apple and Amazon. Investors encouraged by their results sent higher shares on the back of increased dividends,
US equity markets bounced back last week, with nearly 40% of the S&P 500 companies reporting first-quarter results. The rally was propelled by Microsoft and Google, whose better-than-expected earnings not only boosted
Financial markets took another step back last week as investors grappled with increased tensions in the Middle East and the recognition that interest rates are likely going to be higher for longer.
Financial markets pulled back for the second consecutive week as investors continued to recalibrate monetary policy expectations and assess the most recent conditions in geopolitics. A stronger-than-anticipated Consumer Price Index, announced on
Wall Street took a step back in the first week of the second quarter as robust economic data induced a recalibration of rate cut expectations. The recalibration was further influenced by Minneapolis
The S&P 500 hit another all-time high this week as investors appeared to rebalance positions into quarter end. The week started with some weakness on the announcement that the EU was investigating
US equity markets forged another set of new highs in an extremely busy week on Wall Street. Global Central Banks took center stage, headlined by the Bank of Japan, the US Federal
Markets pulled back this week as investors assessed hotter-than-anticipated inflation data. US Treasuries sold off across the curve as the higher-for-longer narrative strengthened ahead of the coming Federal Open Market Committee meeting.
Financial markets endured a week of consolidation as investors dissected a full economic calendar and awaited more cues from the leaders of the European Central Bank and the Federal Reserve. ECB President
Markets pushed back on an early week sell-off to close at record highs for the S&P 500 and NASDAQ. A building sense that the market is due for a pullback was met
The S&P 500 and the Dow Industrial Average forged new all-time highs despite investors taking profits early in the holiday-shortened week. Semiconductor stalwart NVidia’s fourth-quarter earnings results induced a massive rally in
Wall Street took a breather last week as hotter-than-expected inflation data forced investors to recalibrate their expectations for rate cuts from the Federal Reserve. Mega-cap issues that have been responsible for most
