Inflation-proofing your retirement income
Retirement isn’t simply an event. It’s a decades-long transition, and one of the biggest challenges over those decades is maintaining your purchasing power as the cost-of-living rises. Inflation may not… …
What’s moving the markets – April 2026
The Iran conflict and global energy: Sixty-three days in, the war in Iran has stopped feeling like a crisis and started feeling like a new normal. The closed Strait of Hormuz… …
What’s moving the markets – March 2026
Global energy market shock: The first quarter of 2026 has been defined by a single, dominant force: the U.S.-Iran conflict and its impact on global energy markets. The closure of the… …
What’s moving the markets – February 2026
Tariff uncertainty: Just when it seemed the Supreme Court’s decision to strike down the administration’s “reciprocal” tariffs might offer a path toward clarity, the White House responded by announcing a new… …
What’s moving the markets – January 2026
A weaker U.S. dollar and inflation: Recent financial commentary has noted a period of weakness in the U.S. dollar relative to other major currencies. This trend reflects a combination of… …
What’s moving the markets – December 2025
Gold and silver reflect currency concerns: Gold and silver continued to draw attention in December, with both reaching new highs. Gold prices rose as investors increasingly expect the Federal Reserve to move… …
What’s moving the markets – November 2025
As we move into the holiday season, three key developments have been especially influential in shaping market behavior. Together, they paint a picture of an economy and market navigating mixed… …
What’s moving the markets – October 2025
The past month has been marked by mixed signals and growing uncertainty about where the economy heads next. Inflation is cooler but not gone and growth is steady but slowing…. …
What’s moving the markets – September 2025
Looming government shutdown: As funding deadlines approach, the U.S. faces the prospect of a partial government shutdown. While shutdowns are not new, this one carries the potential for deeper and longer-lasting consequences… …
Why the simplest plan may be the smartest
It’s easy to think that the more complicated your financial strategy is, the more successful you’ll be: multiple accounts, sophisticated funds, advanced tax strategies. You may have been taught that… …