Higher interest rates create challenges for borrowers, businesses, and the broader economy—but continued business investment and easing inflation could help sustain economic growth. We examine whether today’s rate environment represents a temporary speed bump or a broader change in trend.

A Test Drive Retirement lets you put your retirement plan into practice before leaving the workforce. Learn how testing your projected income, spending, and lifestyle can uncover gaps, refine your financial plan, and help you retire with greater confidence.

August 2026 brought resilient equity markets alongside rising interest rates, inflation concerns, and continued geopolitical uncertainty. This month’s market recap examines key trends across stocks, bonds, commodities, and the global economy, along with the risks investors should be watching heading into September.

July brought a shift in market leadership as investors rotated out of high-growth AI and semiconductor stocks and into energy, financials, and other value-oriented sectors. Rising Treasury yields, persistent inflation, and geopolitical tensions added volatility, while corporate earnings and economic fundamentals remained supportive. Read our July 2026 Market Insights for a recap of the month's key developments and what they could mean for investors going forward.

Roth conversions can be a powerful strategy for reducing taxes in retirement, but they're not the right choice for everyone. Learn how Roth conversions work, when they make the most sense, and how they can affect Medicare premiums, Social Security benefits, and required minimum distributions (RMDs). With thoughtful planning and guidance from your accountant and financial adviser, a Roth conversion can become an important part of a tax-efficient retirement strategy.

Markets continue to navigate geopolitical tensions, inflation concerns, and evolving economic data. While recent inflation reports offered encouraging signs, uncertainty surrounding global events and the upcoming midterm elections may contribute to continued market volatility. Here's what investors should know.

A financial plan is more than a budget or an investment portfolio - it's a roadmap for your financial future. Learn why financial planning matters, the essential components every plan should include, and how often you should review it to stay aligned with your goals through every stage of life.

Dollar cost averaging is a simple investment strategy that can help reduce the impact of market volatility while removing emotion from the investing process. Learn how investing a fixed amount on a regular schedule can support long-term financial goals and why consistency often matters more than timing the market.

The second quarter of 2026 was marked by strong market performance, resilient economic growth, and continued momentum in artificial intelligence investment. In this quarterly market recap, we review how U.S. equity markets reached new highs, why fixed income experienced heightened volatility, and the economic forces shaping the outlook for the third quarter. We also examine key risks, including inflation, geopolitical developments, and elevated market valuations.

Can you retire at 60? The answer depends on more than reaching a certain savings goal. Early retirement requires careful planning around income needs, health care costs, Social Security timing, taxes, and portfolio sustainability. In this article, we explore the key financial and lifestyle factors that determine whether retiring at 60 is realistic and how to build a plan designed to support a secure and fulfilling retirement for decades to come.

Asset allocation is one of the most important decisions investors make. Learn how the right mix of stocks, bonds, cash, and other investments can help manage risk, improve long-term outcomes, and keep your portfolio aligned with your financial goals.

A U.S.-Iran peace deal announced Sunday evening sent stock futures higher and oil prices sharply lower. But the real story is what happens next in the bond market. Unlike past geopolitical conflicts, Treasuries failed to rally this time, a sign that inflation concerns are overriding the traditional flight-to-safety trade. We break down what the market moves are telling us, and why we don't expect a straight line from here.

U.S. markets delivered strong gains in May as easing geopolitical tensions, resilient economic growth, and solid corporate earnings supported investor confidence. While equities continued their upward momentum, questions remain about inflation, the conflict with Iran, and whether the steady flow of retirement savings into a shrinking universe of publicly traded companies may be creating a structural floor beneath the stock market.

Rising credit card delinquencies, persistent inflation, and geopolitical uncertainty are creating new pressures on the American consumer. In this month's market commentary, we examine why consumer health remains a key economic indicator and what these trends could mean for spending, markets, and long-term investment strategy.

Founding Partner, Tony Minopoli, joined Drew Mariani to discuss retirement, saving, and insurance. Play the episode or listen to the full podcast on Relevant Radio.

Geopolitical tensions in Iran and renewed inflation concerns are creating increased uncertainty across global markets. With oil prices, Treasury yields, and consumer sentiment all under pressure, investors are closely watching how the conflict unfolds and what it could mean for inflation, economic growth, and market performance in the second half of the year.

Global markets surged in April 2026 despite heightened geopolitical tensions, rising energy prices, and persistent inflation. Led by AI and semiconductor stocks, Equity markets delivered standout performance, while emerging markets significantly outpaced developed peers. Investors largely looked past short-term risks, focusing instead on strong corporate earnings and resilient economic fundamentals. However, ongoing conflict in the Middle East and elevated oil prices continue to pose risks, keeping central banks cautious and reinforcing a “higher for longer” rate environment.

Markets surged on ceasefire optimism, but unresolved risks in the Strait of Hormuz, sticky inflation, and rising oil prices continue to cloud the outlook. With core inflation holding at 3%, investors now turn their attention to earnings and consumer spending trends.

Markets entered 2026 focused on interest rates, but geopolitical tensions quickly took center stage. The conflict in the Middle East pushed oil prices higher, adding inflationary pressure and driving market volatility. Equities declined during the quarter, while bonds offered limited protection. Looking ahead, markets are seeking clarity on geopolitics and Fed policy, with a likely return to fundamentals as conditions stabilize.