The August jobs report released by the Bureau of Labor Statistics on Friday indicated a mixed picture for the U.S. labor market, as job creation exceeded expectations, but simultaneously, the unemploy...
Rising Rates Allow Cash Balance Plans to De-Risk
Cash balance plans are gaining popularity as a way for highly compensated individuals to sustain their desired income levels in retirement. But with interest rates on the rise, it may be time to reeva...
Navigating Rising Rates: A Bond Investor’s Guide to Managing Duration and Interest Rate Risk
With the Federal Reserve aggressively raising interest rates in 2023, it's more important than ever for fixed income investors to understand bond duration and how it relates to interest rate risk. In ...
When Your Spouse Has Secret Assets: How to Protect Yourself from Financial Infidelity
Financial infidelity is when one spouse hides or withholds financial information from the other. This can be anything from secret credit card debt to a hidden bank account. While financial infidelity ...
5 Factors to Consider When Determining How Much Money You Need to Retire
Introduction
Retirement is a major life transition that can be both exciting and daunting. On the one hand, it's a time to relax and enjoy the fruits of your labor. On the other hand, it's also a tim...
How Much Do I Need for the Retirement of My Dreams?
Planning for retirement can seem daunting with so many unknowns. When will you retire? How much will you spend? How long will you live? While there are no definite answers, guidelines based on your ag...
5 Megatrends Reshaping Markets: What Investors Need to Know
The global economy and financial markets are constantly evolving, and the past few years have seen a number of major shifts that are likely to have a lasting impact. Here are five megatrends that are ...
The Cattle Cycle Rolls On: Managing Ongoing Boom and Bust of Beef Supplies
Cattle prices have been on a wild ride over the past few years, reaching record highs in 2023 amid tightening supplies. This volatility is part of the ongoing cattle cycle that producers have contende...
Buckle Up: Why Stock Market Volatility May Be Poised for a Seasonal Breakout
With the stock market at near record highs, volatility has been remarkably low in recent months. However, history suggests volatility may be poised for a seasonal breakout in the coming months.
Looki...
Reverse Splits Surge in 2023: An Ominous Sign for Many Companies
As we approach the one-year anniversary of the S&P 500's bottom in 2022, the stock market has seen impressive returns across sectors and styles. However, underneath the surface, corporate executiv...
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