Weekly Market Insights | Markets Hold Broad-Based Rally
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Weekly Market Insights | Kevin Warsh Nominated to Fed Chair
Stocks were mixed last week as investors navigated Q4 corporate results
Weekly Market Insights | Santa Rally in Holding Pattern
Stocks trended lower last week amid signs of year-end profit-taking and some sour investor sentiment over the Fed meeting minutes. The Standard & Poor’s 500 Index fell 1.03 percent, while the Nasdaq Composite Index lost 1.52 percent. The Dow Jones Industrial Average slid 0.67 percent. The MSCI EAFE Index, which tracks developed overseas stock markets, […]
Countering Counterfeit Currency
Believe it or not, the agency responsible for protecting U.S. currency is the United States Secret Service. The agency was founded on July 5, 1865, as part of the Department of the Treasury to combat the widespread counterfeiting of currency happening at the end of the Civil War.1 Combating counterfeiting remains core to preserving the […]
Immediate vs. Deferred Annuities
Despite not being as well known as some other retirement tools, annuities account for 6% of all assets earmarked for retirement. With about $2.6 trillion in assets, annuities hold more funds than Roth IRAs.1 An annuity is a contract with an insurance company. In exchange for a premium or a series of premiums, the insurance […]
Caring for Aging Parents
Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over age 65 is growing. In the past decade, the population of Americans aged 65 and older has grown 38% and is expected to reach 94.7 million in 2060. As our nation ages, many Americans are turning their attention to caring for aging […]
Healthcare Costs in Retirement
In a 2022 survey, 35% of all workers reported they were either “not too” or “not at all” confident that they would have enough money to pay for their medical expenses in retirement. Regardless of your confidence, however, being aware of potential healthcare costs during retirement may allow you to understand what you can pay […]
Where There’s A Will
“Where there’s a will, there’s a way.” Sage advice that applies not only to our lives but to your estate strategy. When was the last time you reviewed your will or estate strategy? August is National “Make a Will” Month, an excellent annual reminder to update or create your will. Having a will in place […]