Greetings, and welcome to 2026. A new year naturally brings questions about what lies ahead, especially after several years of strong market performance. Investors are wondering whether recent gains can continue, how interest rates may affect portfolios, and whether...
From the calm years before COVID, to the sharp spike during the pandemic, and now back down to about 3%, inflation has shifted in ways that directly affect how we plan for retirement. For more than a decade after the 2008 financial crisis, inflation barely registered....
A New Era for Public Sector Workers and Retirees Social Security has long been a crucial program in the United States, providing financial assistance to millions of retirees, disabled individuals, and survivors. However, for many public sector workers and retirees,...
4 years That’s how long it’s been since we’ve had a normal environment for investing. It’s hard to believe it’s been that long, but considering everything we’ve been through, I wouldn’t argue that it feels longer for you. In December of 2019, our economy had been in...
With the passing of the halfway point for the year, we would like to provide you with an update on the financial markets along with other notable topics we’re following. Financial Markets The S&P 500’s all-time price value (not including dividends) peaked on...
