Why Life Insurance Belongs in Your Retirement Plan

Why Life Insurance Belongs in Your Retirement Plan

Quick Take Life insurance isn’t just for parents with mortgages. The right policy can: protect a spouse’s income plan if one Social Security check disappears create tax-advantaged cash you can access in down markets cover final expenses and debts so heirs keep what...
Weekly Market Commentary

Weekly Market Commentary

Well, the market finally had a significant pullback, but not before the S&P 500 and NASDAQ were able to set another all-time high.  The week began with a deal between OpenAI and AMD, sending AMD shares nearly 24% higher.  The deal catalyzed the technology sector...
Weekly Market Commentary

Weekly Market Commentary

Investors sent US markets to another set of all-time highs despite concerns about an extended government shutdown.  The U.S. government shutdown was largely dismissed by markets last week, which came as a surprise given that several key economic data sets (Initial...
Weekly Market Commentary

Weekly Market Commentary

The S&P 500 hit a 28th record high for the year before settling lower for the week. Investors endured a choppy week of trading as better-than-expected economic data and better-than-feared inflation data tempered the notion of additional rate cuts.  Several Fed...
Weekly Market Commentary

Weekly Market Commentary

The major US equity market indices forged another set of all-time highs as investors went all in on risk assets after the Federal Reserve announced a twenty-five basis point cut to its policy rate and telegraphed the potential for three more cuts by January 2026. The...
Weekly Market Commentary

Weekly Market Commentary

US equity indices posted another set of all-time highs as investors increased expectations for three, twenty-five basis point rate cuts by year’s end.  Inflation data reported for the week essentially gave the Fed the green light for a September rate cut....