Feb 12, 2024
Social Security, employer pensions, and private savings are the three legs of the stool that make up retirement in the U.S. Social Security still makes up the bulk of income for most retirees, although its long-term solvency has economists and politicians alike sounding...
Jan 3, 2024
What did your crystal ball say this time last year? Transitory inflation was looking anything but transitory. "Recession" was probably the only word thrown around more than "inflation".
Dec 20, 2023
I often write about how nothing great was ever achieved without enthusiasm, that throughout our careers it is best to pursue that which excites us rather than bores us. It may be best to discard this bit of life advice when it comes to investing.While today's 24/7 business...
Dec 13, 2023
Knowing the rules of the game is the starting point for any endeavor. Usually that's the easy part, and then playing the game occupies the rest of one's focus.However, planning for retirement has never been so generous and stable.
Oct 10, 2023
A lot has happened since March 13, 2020. That's the date in which the U.S. Department of Education paused federal loan payments and set the interest rate to 0% as part of their COVID-19 relief program.
Aug 24, 2023
RILAs (Registered Index Linked Annuities), or "buffered annuities" are the fastest-growing segment of the multi-trillion-dollar annuity marketplace and are on pace for another record-breaking year.
Aug 2, 2023
When Russia invaded Ukraine on February 24, 2022, the price of oil soared. While the trillions of dollars of stimulus mixed with low interest rates were the mean reasons why inflation was introduced to the world for the first time in the 21st century, so did gas.
Jul 7, 2023
Heading into 2023, most investors would have embraced any first-half report that didn't bring more red, let alone double-digit positive returns. As of June 30, the S&P 500 was up 15.91% for its best first half since 2019, and the tech-heavy Nasdaq was up 31.73%.