Holding Our Equity Forecast Steady The S&P 500 Index fell slightly last week after a late week retreat on escalating conflict in the Middle East. Despite a more than 20% gain in two months, down weeks have been normal off the lows with four of the last ten weeks seeing the index lower. …
In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, examine the recent narrative that inflation is about to spike again — and explain why the actual data says otherwise. While tariff concerns and headline warnings have investors on ed …
IRMAA, or the income-related monthly adjustment amount, is an extra amount you need to pay on top of Medicare Part B and Part D premiums based on your income. It’s never too early to start planning for these additional payments. This guide will help you identify some IRMAA planning points a …
Inching Closer to New Highs Stocks had some drama last week as the president of the United States and the world’s richest man had a very public falling out, but that did little to slow down the bull market. The S&P 500 is now just a chip shot away from new highs, something that was …
In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist chat about markets climbing sharply off April lows and discuss what could derail this bull run. From housing weakness to tariff uncertainty, they explore the real risks that could tri …
It’s a concept that is all too important as 4 in 10 Americans are at risk of running out of money in retirement. The landscape changes when you retire. Your goal now is to conserve, grow, maintain and otherwise hold onto what you already have.
What a Month! At the start of the month investors were still battered from March and April volatility and uncertainty around trade and the economy. As we noted at the start of the month though, stocks were extremely oversold and any good news (which we expected) could spark a big rally. Sur …
