

The Rule of 55: A Retirement Strategy Worth Knowing
May 22, 2025
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13 minute read
More Americans are retiring in their late 50s — some by choice, others by necessity. Whether it’s an early buyout, a career shift, or simply the desire to enjoy more years outside the workforce, early retirement is becoming an increasingly common reality. The challenge? Most traditional retirement strategies assume you’ll wait until at least 59½ to access your retirement savings, and withdrawing early often comes with a 10% penalty. That’s where the federal Rule of 55 comes in.
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How to Stay Confident in Uncertain Markets
February 22, 2025
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2 minute read
Market uncertainty is inevitable, but smart investors stay the course. Discover five key strategies to navigate volatility with confidence.Market uncertainty is inevitable, but smart investors stay the course. Discover five key strategies to navigate volatility with confidence.
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Can the bulls keep running?
October 29, 2024
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2 minute read
Given the strong performance in 2023 and the strong 2024 we’re having, it’s reasonable to worry that markets might retreat.
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Elections & market reactions
October 22, 2024
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2 minute read
What do presidential elections means for your portfolio? Should you change your investing strategy based on who wins?
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Lower interest rates. Now what?
September 26, 2024
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2 minute read
Markets have rallied strongly in 2024, largely on hopes of lower interest rates.
Now that the Fed has finally cut rates, it’s likely that traders will turn their attention to other factors.
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Your move, Fed
September 12, 2024
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3 minute read
Markets notched big gains in August, and traders decided to cash in some profits, which drove prices lower.
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What happens next? (market rollercoaster)
August 23, 2024
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3 minute read
It’s been a wild August for markets.
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Bull market confirmed! What happens next
February 01, 2024
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3 minute read
It’s official. The bear market is behind us.
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Is inflation rising again?
January 17, 2024
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2 minute read
As we kick off 2024, the latest data is raising some concerns about inflation.
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