Monthly Market Update – January 2026

Markets Hit Fresh Highs to Open 2026 U.S. equity markets kicked off 2026 on a strong note, with both the S&P 500 and Dow Jones Industrial Average reaching multiple record highs during the first two weeks of the year. A notable market rotation emerged, with the S&P 500’s equal-weighted counterpart rising more than the cap-weighted […]

Before you buy an annuity, read this

Older white couple looking at a laptop.

As you begin to plan for income in retirement, you may start to hear about annuities. These products can provide a “guaranteed” income stream for a period of time, making them a helpful tool for retirement planning.  In our experience, annuities tend to be one of the most misunderstood products available to help folks nearing […]