Recent Blog Posts

AI Selloff Ends Wall Street’s Winning Streak

Stocks sold off sharply Friday as a hotter-than-expected May jobs report pushed Treasury yields higher and forced investors to reassess the Fed path, with markets increasingly pricing in the possibility of a rate hike rather than cuts. 

How Age and Retirement Proximity Affect Bond Allocation Decisions

As retirement nears, 401(k) participants must prioritize bond allocation decisions. Early in a career, growth may take precedence, but as retirement approaches, it is essential to focus on volatility, income needs, liquidity, and the risk of needing to sell investments during market declines.

Balancing Growth and Stability Between Stock and Bond Funds

For most people planning for retirement, deciding how much to invest in stock funds versus bond funds is a key part of long-term investing. 

Oil Spike and Fed Worries Break Stock Rally

Stocks pulled back Wednesday as escalating US-Iran tensions pushed oil higher, lifted Treasury yields, and revived concerns that energy-driven inflation could force the Fed to stay hawkish. The S&P 500 ended a nine-day winning streak, while weakness in software and large-cap tech weighed on broader risk sentiment.

AI Trade Extends Record Run as Geopolitical Hopes Support Risk Appetite

U.S. stocks pushed to fresh records Tuesday as renewed enthusiasm around artificial intelligence continued to outweigh concerns about elevated energy prices, geopolitical risk, and inflation.

Coordinating 401(k) Withdrawals With Social Security and Pensions

Retirement income usually comes from more than one source. Most retirees receive Social Security, some have pensions, and many rely on 401(k)s, IRAs, taxable investments, or cash savings. The challenge is to bring all these sources together, so you have a clearer, more personal view of your monthly income, taxes, flexibility, and financial risks.

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