Weekly Market Commentary

Weekly Market Commentary

The Federal Reserve, as expected, cut its monetary policy rate by twenty-five basis points to 3.50%-3.75% and tempered expectations for further cuts in 2026.  The decision was not unanimous, as a divided Fed considered elevated inflation against a weakening labor...
Retirement Planning in 2026: Why Annuities Deserve a Serious Look

Retirement Planning in 2026: Why Annuities Deserve a Serious Look

Retirement planning in 2026 looks different than it did even a few years ago. Many retirees and pre-retirees are facing a familiar challenge in a new way: they want growth, but they also want stability. They want income they can count on, but they don’t want to feel...
Weekly Market Commentary

Weekly Market Commentary

Apprehensive investors pushed markets higher this week, with the small-cap Russell 2000 hitting a new all-time high, while the S&P 500 closed just 50 points below its October all-time high.  Economic data, some of which is quite dated, offered a mixed picture of...
Safe Money Options Heading Into 2026

Safe Money Options Heading Into 2026

A Financial Advisor’s Guide to Protecting What You’ve Worked So Hard to Build When markets are choppy and headlines are loud, many people start asking the same question: “Where can I put my money so it feels safer, but still has a chance to grow?” As we move into...

Stretch RMDs and Roth Conversions: Today’s Slott Report Mailbag

By Ian Berger, JD IRA Analyst Question: Hello Ed, I have been a fan of yours for a long time (and the owner of a copy of The Retirement Savings Time Bomb) and have always appreciated your insights. We have a client who is age 58 years and is the sole beneficiary of a...