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How much can you spend without running out of money? The 4% rule is a popular rule of thumb, but you can do better. Here are guidelines for finding your personalized spending
What Is a Fixed Index Annuity? A fixed index annuity is a financial product whose terms are defined by a contract between you and an insurance company. It features characteristics of both
Many people decide to claim their Social Security benefit when they retire. You may be one of them. It could be that you need the money, or maybe you want to invest
The holiday-shortened week saw the S&P 500 and Dow rise to new all-time highs. Investors cheered the nomination of Scott Bessent as Treasury Secretary, who is seen as a fiscal hawk and
Markets bounced back as investors reengaged the pro-growth Trump 2.0 trade. President-elect Trump continued to fill out his cabinet and, late Friday announced Scott Bessent as his nominee for Treasury Secretary. Wall
US equity markets pulled back last week as investors took profits from the outsized move higher seen following the US election. Sticky inflation prints, coupled with solid retail sales and hawkish comments
The S&P 500 notched its 50th all-time high of 2024 as investors piled into equities after a decisive US election. Wall Street embraced the idea that President-Elect Trump would enact several pro-growth
-Darren Leavitt, CFA It was a very busy week on Wall Street as investors analyzed a deluge of corporate earnings reports and a full economic data calendar. The S&P 500 traded lower
Global markets pulled back last week as investors took the opportunity to reduce some risk before a very close US Presidential election. In the US, nearly 20% of the S&P 500 reported
-Darren Leavitt, CFA The S&P 500 advanced for the sixth consecutive week, closing at a new record high. This week, a broadening out of the market’s rally was evident, with small caps
The S&P 500 and Dow Jones Industrial Average forged another set of all-time highs despite facing several macro headwinds. Chinese markets reopened after celebrating Golden Week with significant losses. Investors were expecting
The S&P 500 closed higher for a fourth consecutive quarter, the first time it has done so since 2011. Investors continued to face a challenging macro environment. Escalating tensions in the Middle
-Darren Leavitt, CFA US equity markets posted a third week of gains as global central banks continued to cut monetary policy rates. China, Switzerland, Mexico, Hungry, and the Czech Republic cut their
The S&P 500 notched its 39th record high in 2024 on the back of a fifty-basis-point rate cut by the Federal Reserve. Global central banks took center stage this week, with the
Markets bounced back nicely in the second week of September. It was an intriguing week of trade with several undercurrents to consider. The first and likely only Presidential debate between Harris and
