Insights
Drawing on our deep industry knowledge, we assist clients with access to a wealth of insights and educational resources. Here, you can gain valuable perspectives on current market dynamics and explore our comprehensive retirement resources, offering a collection of financial planning, wealth management, and investment strategies.
Under the Big Top
Hi everybody, I hope you had a great summer. Today I’m going to talk about something that’s been in the news quite a bit and, to an extent, what is driving the financial markets right now. Yes, we know about the upcoming midterms, the geopolitical chaos and the worries about AI running wild. In the
The Markets: “Don’t Be Surprised”
When I was coaching my son Vance, our team played in various tournaments in Southern California. In one particular tournament one of the opposing teams was named “The Mama’s Boys”. When I saw we were facing them early in the tournament I remember telling one of the other coaches “with a name like that they
How High Income Earners Fund Roth IRAs
A Roth IRA could be considered the most tax-advantaged long-term savings account. Your after-tax contributions grow tax-free and can be withdrawn from tax-free anytime after age 59 ½. Furthermore, required minimum distributions are not required at age 70 ½ like a traditional IRA. Although your beneficiary would need to take required minimum distributions, the funds
Understanding Risk in Bonds
Back in 1938, the concept of bond duration was first introduced by Canadian economist, Frederick Macaulay. Macaulay duration is defined as the weighted average of the time until the fixed cash flows from an asset are received. It is frequently reformulated as modified duration to change the units from time to a more useful figure
Volatility is Back in the Markets
Anybody that has watched the financial news this year has to have seen the volatility in the stock market has picked up quite a bit. Last year, we all got spoiled by the relative calm the markets exhibited. I’ve always said that the only thing we can be sure of is that things change and
