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Leah Woodford 00:00 Hi, and welcome to Retire Smart Austin. I’m Leah Woodford, and with me today is Phil Capriotti Sr. of Empower Wealth and Tax. And today we’re actually going to
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Leah Woodford 00:00 Welcome, Retire Smart Austin. I’m Leah Woodford with Phil Capriotti Sr today, of Empower Wealth and Tax, and we’re actually continuing last week’s show on trusts, and I’m so
Leah Woodford 00:00 Welcome to Retire Smart Austin. I’m Leah Woodford, and with me today is Phil Capriotti Sr., of Empower Wealth and Tax, and today we’re talking everything trusts. Welcome back.
As Americans continue preparing for retirement in an uncertain economic environment, many are looking for ways to protect their savings while still having the opportunity for growth. With inflation, market volatility, and
When people think about retirement, they often focus on one thing: the stock market. They worry about the next downturn, the next recession, or the next headline predicting financial uncertainty. While market
Retirement isn’t built on luck—it’s built on preparation. While investment performance, insurance coverage, and market conditions all play important roles, one factor often has the greatest impact on long-term success: having a
Markets took a step back last week despite a better-than-expected start to second-quarter earnings and benign inflation data. Semiconductor names continued to come under pressure, especially the memory names, as the sector
US markets finished the week mixed in volatile trade. The rotation from technology into other parts of the market reversed this week, as leadership from mega-cap tech names and semiconductors powered the
The holiday-shortened week saw the end to the best 2nd quarter in six years as the S&P 500 added over $8 trillion in market value. The Semiconductor sector recorded its best quarter
Markets finished the week mixed, with a noticeable rotation out of mega-cap technology issues to healthcare, real estate, and consumer staples. Concerns about the return on investment from a massive capital-expenditure binge
Happy Father’s Day to all the fathers out there. The holiday-shortened week brought gains to US equities and saw the Japanese and South Korean markets forge new all-time highs. The signing of
It was a hectic week on Wall Street as investors contended with heightened tensions in the Middle East, awaited the largest IPO in history, and received elevated inflation readings. The US and
qqwe The S&P 500 was unable to make it a 10th straight week of gains as the market pulled back sharply late in the week amid a sense that the AI trade
Global equity markets rallied in May and received a final boost in the final week of the month on optimism that the US and Iran were close to extending the current ceasefire
Happy Memorial Day weekend, and thank you to all the brave men and women who have served our country to ensure our freedom. Markets took a step forward last week in what
US equity markets finished the week mixed in volatile trade. Hotter-than-expected inflation data, coupled with increased tensions in the Middle East, sent US Treasury yields significantly higher. The US-China summit ended with
Global markets hit record highs as Q1 earnings continued to exceed expectations. Despite continued tensions in the Middle East and the Strait of Hormuz effectively closed, investors bought mega-cap technology issues alongside
Global markets had mixed results last week as headlines about the US-Iran conflict continued to affect trade. Conflicting reports of the US and Iran meeting to negotiate a ceasefire came and went
