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As 2025 winds down, retirement planning is shifting under three big spotlights: taxes in 2026, retirement plan rule updates, and Medicare drug-cost changes. Here’s a practical, client-friendly guide you can publish —
Quick Take Life insurance isn’t just for parents with mortgages. The right policy can: protect a spouse’s income plan if one Social Security check disappears create tax-advantaged cash you can access in
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
It was a busy week on Wall Street. The Dow Jones Industrial Index and the S&P 500 went positive for the year, catalyzed by the announcement that China and the US would
US financial markets were little changed last week as investors continued to weigh the implications of the Trump administration’s trade policies. A trade agreement between the US and the UK set a
Global markets rallied for a second week as the S&P 500 clinched nine consecutive days of gains- something not seen in two decades. News that trade negotiations between the US and seventeen
Global financial markets rallied on several reports that suggested significant progress was being made on trade negotiations. Vice President Vance met with Indian Prime Minister Modi on his visit to India. The
Equity markets regressed during the abbreviated trading week, while US Treasuries found some footing. Trade policies continued to influence markets and foster uncertainty. Little progress was made on country-specific tariffs, while several
Wow, what a week on Wall Street. Continued uncertainty regarding trade policy induced massive swings in the equity, bond, commodity, and currency markets. A 7% intraday swing in the S&P 500 on
Global financial markets tumbled last week as investors moved out of risk assets, fearing that a worldwide trade war would ensue after Trump’s tariffs were higher than anticipated. Thursday and Friday’s market
It’s been a difficult month for investors, and sentiment indicators tell that story. Wall Street appeared poised to build on the prior week’s gains, but regressed again as mixed signals on tariffs
The S&P 500 avoided a fifth straight week of losses as investors continued to assess the impact of Trump’s policies. A late rally on Friday afternoon, fueled on heavy volume from quarterly
Investors endured the fourth consecutive week of losses in US equity markets as concerns around tariffs and their impact on the economy continued to weigh on sentiment. Several investment banks decreased their
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
