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Retirement isn’t one-size-fits-all. Two people can retire the same year with the same savings and still need completely different strategies—because income needs, taxes, risk tolerance, health care costs, and family priorities are
When you think about building a strong retirement plan, most people focus on a mix of stocks, bonds, and cash. But for many retirees and pre-retirees, there’s another tool that can add
Retirement planning changes once the paychecks stop. In your working years, the goal is usually growth. In retirement, the goal becomes reliable income, tax efficiency, and protecting your lifestyle—all while navigating market
The holiday-shortened week produced gains across US indices and saw an emerging market ETF break out to all-time highs. The start of the Chinese Lunar New Year and Ramadan tempered international trading
US financial markets regressed in choppy trade. The narrative around the disruptive nature of AI continued to impact markets. Rotation away from growth and mega-cap issues continued while proceeds flowed to defensive
Investors endured a volatile week on Wall Street as 4th quarter earnings continued to roll in. Concerns about massive capital expenditures resurfaced after Amazon and Google announced $200 billion and $185 billion
Markets ended the week mixed. With just over a third of the S&P 500 having reported fourth-quarter earnings, this earnings season appears much better than anticipated. That said, despite better-than-expected results, many
Global equity markets finished the week mixed, with US markets posting their second straight week of losses. Geopolitical concerns and trade tensions were top of mind for investors as global leaders met
US financial markets ended the week with mixed results as investors assessed the first week of fourth-quarter earnings. Earnings results from the banks initially prompted selling, but this may have been due
US equity markets notched new highs in the second week of the new year, even as geopolitical tensions increased in several regions. The new highs came on a broadening out of the
US markets ended the New Year holiday-shortened week with losses. Mega-cap Technology issues sold off on low volume, as did Financial and Consumer Discretionary sectors. That said, the S&P 500 posted its
The Christmas-shortened week produced gains across all major US indices, with the S&P 500 and Dow Jones hitting record highs. Mega-cap Tech assumed its leadership role with the semiconductor sector having relative
US markets finished the week mixed, with a late-week rally in technology mitigating early-week losses. Micron Technology’s third-quarter results were excellent and helped propel technology stocks after the announcement. Western Digital, Seagate,
The Federal Reserve, as expected, cut its monetary policy rate by twenty-five basis points to 3.50%-3.75% and tempered expectations for further cuts in 2026. The decision was not unanimous, as a divided
Apprehensive investors pushed markets higher this week, with the small-cap Russell 2000 hitting a new all-time high, while the S&P 500 closed just 50 points below its October all-time high. Economic data,
