Retirement Readiness

The Indexed Annuity Leadership Council recently published a report that included a scoring mechanism for how “retirement ready” Americans are based on job status. “White-collar workers” rated just below 50…

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When to Pivot?

The first half of 2018 went well in terms of market performance and economic growth.  In fact, the second longest-running bull market in U.S. stock market history managed to weather a…

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Legacy Issues

Sixty-three percent of surveyed affluent adult children between the ages of 18 and 22 say they’ll need to rely on their inheritance for financial security during retirement. Before the inevitable…

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Trade Wars

  There’s a never-ending stream of political news these days, but the stock market has remained relatively resilient. The market successfully weathered potential distractions that may have been detrimental in…

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