Eight Mistakes That Can Upend Your Retirement

Oct 3, 2024 | Articles

Eight Mistakes That Can Upend Your Retirement Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. There are common mistakes you can avoid when...

September 30th, 2024

Sep 30, 2024 | Weekly Economic Updates

Weekly Market Insights | September 30th, 2024 Rate Cut Momentum; D.C. Averts Shutdown Stocks moved higher last week, continuing to build on the momentum generated after the Federal Reserve decided to cut short-term rates by 0.50 percent. The Standard & Poor’s 500...

September 26th, 2024

Sep 23, 2024 | Weekly Economic Updates

Weekly Market Insights | September 23rd, 2024 Fed Cuts Interest Rate by Half-Point Stocks moved higher last week after the Federal Reserve’s half-point rate cut, bolstered by multiple data points supporting a cooling but still strong economy and decelerating...

September 16th, 2024

Sep 16, 2024 | Weekly Economic Updates

Weekly Market Insights | September 16th, 2024 Stocks Rally Ahead of Fed Meeting   Stocks rallied last week as investors received better-than-expected consumer and producer inflation data. The Dow Jones Industrial Average rose 2.60 percent, while the Standard...

Split Annuity Strategy

Sep 12, 2024 | Articles

Split Annuity Strategy Here’s one strategy that combines two different annuities to generate income and rebuild principal. When financial markets turn volatile, some investors show their frustration by fleeing the markets in search of alternatives that are...