Monthly Market Update – February 2026
AI-Related Sector Pressures Temper Market Optimism Following the Dow’s Historic Milestone U.S. equity markets delivered a dramatic stretch of volatility in early February, defined by a historic milestone, a sharp sector rotation, and a tug-of-war between encouraging economic data and rising concerns about artificial intelligence disruption. The Dow Jones Industrial Average crossed 50,000 for the […]
Tax prep versus tax planning
There’s a common misconception that financial advisors handle everything related to a client’s finances, including their taxes. In reality, this is rarely the case. To understand what financial advisors can (and can’t) help with, it’s essential to understand the difference between tax preparation and tax planning. Who handles tax preparation? The term “prepare” can be […]
Revo Mid-Month Trade Rationale – February 2026
Revo Trade Rationale – February 2026
Before you buy an annuity, read this
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 […]