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Retirement planning in 2026 isn’t just about “saving more.” It’s about building a reliable income plan, keeping taxes predictable, and making sure your money is positioned to handle inflation, market swings, and
Kick off 2026 with clear retirement planning goals. Learn the 6 most important steps to protect your income, reduce taxes, and stay on track. 2026 Retirement Planning Goals: A Simple Roadmap to
As we move into 2026, many investors are asking the same question: How do I protect what I’ve built—without giving up the ability to grow? That’s exactly where annuities can play a
-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
-Darren Leavitt, CFA Global equity markets tumbled due to economic growth concerns as the US Treasuries extended their gains from August. The holiday-shortened week started with weaker-than-anticipated manufacturing data out of China,
-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