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....
“The farther backward you can look, the farther forward you can see.” Winston Churchill Next month will mark my 40th year in the financial advice business. I thought this might be a good opportunity to share some insights gained from four decades of counseling...
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,...
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