RECENT NEWS
- Active vs. Passive Portfolio Managementon June 4, 2025 at 8:40 am
Active and passive portfolio management both have advantages and disadvantages.
- Want To Travel During Your Retirement? Here Are Some Tips to Prepareon June 4, 2025 at 8:40 am
Financial experts say they are assisting many clients who are prioritizing the adventurous side of retirement, even while grocery and other necessary costs have gone up. Here are a few tips on staying financially sound while crossing items off your retirement bucket list.
- Investing as a Couple: Getting to Yeson June 4, 2025 at 8:40 am
As a couple, make sure you have an understanding of your investment goals and the best way to try to reach them.
- What America's Latest Credit Downgrade Means For Mortgage Rateson June 4, 2025 at 8:40 am
The downgrade of the U.S. sovereign credit rating on Friday will likely mean higher borrowing costs on mortgages.
- Guaranteed Lifetime Withdrawal Benefit Annuity Rideron June 4, 2025 at 8:40 am
Indexed annuities and variable annuities can be useful options for retirement savings because interest earnings are tax-deferred until withdrawn. These annuities can also be converted to a stream of income payments that can last for the rest of your life (annuitization). However, annuitization generally requires that you exchange your annuity account balance for income payments. Due to growing demand for additional income options, many issuers are offering a rider, called a guaranteed lifetime withdrawal benefit (GLWB), to variable annuities and indexed annuities that allows you to get lifetime income payments while continuing to have access to the annuity's remaining cash value.
Weekly Market Commentary
Powell Walked a Tightrope | Weekly Market Commentary | March 24, 2025
Trade uncertainty and nagging inflation made Federal Reserve (Fed) Chair Jerome Powell walk a tightrope at the latest press conference.
Market Correction Perspective | Weekly Market Commentary | March 17, 2025
Inconsistency seems to be the only constant since tariffs were first announced. The White House’s continuous change in direction on trade policy has weighed on business sentiment gauges and left investors with limited visibility to buy the dip.
Navigating Strategic and Tactical Investment Horizons: The Differences | Weekly Market Commentary | March 10, 2025
Heightened volatility and uncertainty in both financial markets and the broader economy present challenges and opportunities for investors. Understanding the fundamental differences between the strategic and tactical investment horizons through which an investor can face these challenges and approach these opportunities is essential for navigating these complex environments.
Earnings Season Recap: Strong Growth, Big Upside, Now What? | Weekly Market Commentary | March 3, 2025
Fourth quarter earnings season is nearly complete, and it has been a good one. S&P 500 companies grew profits more than 18% year over year, according to FactSet data, with mega cap technology and financial companies doing most of the heavy lifting (about seven points of growth came from each). The Magnificent Seven grew earnings by an average of 37% and financials earnings jumped 50%.
Refinancing ZIRP | Weekly Market Commentary | February 24, 2025
The U.S. Treasury market is entering a significant transition period in 2025, facing both structural adjustments and all-too-familiar policy discussions. As the Federal Reserve’s (Fed) shift from a zero interest-rate policy (ZIRP) coincides with a substantial $7.5 trillion refinancing cycle, markets are also preparing for another round of debt ceiling negotiations.