The 4% Rule for Retirement: Is It Still a Viable Strategy?
Discover if the 4% rule for retirement is still viable today. Our blog explores its relevance for withdrawal rates and offers insights.
The Fed’s AI Dilemma: Long-Term Perspectives
AI and Federal Reserve policy may seem unrelated on the surface, but they are connected. Find out how.
Why is September the Worst Month for the Stock Market?
Often referred to as the “September Effect,” this is when the stock market tends to perform worse in September compared to any other month of the year.
Monthly Market Update: Stocks Set New Highs as Investors Look Past Headlines
Equity markets traded higher in August, with strength extending across most broad stock market indexes.
The 2026 Midterm Elections and Long-Term Investing
The Midterm Elections are right around the corner. How will they impact markets?
Weekly Market Recap – Oil & Yields Decline, Q2 GDP, New Home Sales, & Nvidia Earnings
Markets traded higher last week as oil and long-term Treasury yields pulled back after rising last week.
Tariff Refunds and the National Debt
When the Supreme Court ruled in February that billions in tariffs collected under the International Emergency Economic Powers Act (IEEPA) had been unlawfully imposed, markets generally reacted positively.
Traditional IRA vs Roth IRA: Choosing the Right Option
Understand the differences between Traditional IRA vs Roth IRA and how each impacts your retirement and tax strategy.
What’s Driving Stocks, Bonds, and All-Time Highs?
The stock market has climbed to new all-time highs following several periods of uncertainty this year. What’s behind the drive up?
Weekly Market Recap – Consumer Spending & Sentiment Soften, Interest Rates Rise, & Stocks Trade Lower
Markets traded lower this week as interest rates continued to rise. The S&P 500 fell -1.9%, the Nasdaq declined -3.1% and the Russell 2000 small-cap index returned -2.0%.
Retirement Withdrawal Strategies: 4% Rule vs Dynamic
Thoughtful retirement withdrawal strategies turn retirement savings into usable income with purpose.
Chart of the Month | Wall Street Usually Cuts Its Estimates. This Year, It’s Raising Them.
Analysts are raising their earnings estimates this cycle, not cutting, which stands out against two decades of history.
What Rising Real Yields Mean for Investors
Treasury rates have surged to their highest levels in recent years due to a combination of concerns around inflation, oil prices, the national debt, and the Fed.
Weekly Market Recap – Job Growth, Inflation, Fed Policy, Demand for AI Computer Power, & Small Business Sentiment
Markets traded higher for a third consecutive week. The S&P 500 gained +0.36%, the Nasdaq 100 rose +0.14%, and the Russell 2000 small-cap index returned +1.12%, with the S&P 500 and Russell 2000 both setting new all-time highs.
Maximizing Retirement Assets for High Net Worth Investors
Discover effective strategies for maximizing retirement assets through disciplined savings and tax-advantaged accounts.
