08/01/22 Wealth Management Insights. Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings. The Dow Jones Industrial Average increased 2.97%, while the Standard & Poor’s...
Managing the risk of outliving your money has become one of the top questions we hear from pre-retirees. In fact, according to TransamericaCenter.org research1, 42% of workers say they fear outliving their savings and investments. Retirees face greater...
Here are 3 financial planning tips for the second half of 2022. With half the year behind us, now is a great time to consider what the remainder of 2022 may hold. However, with inflation and economic uncertainty causing many of us to delay or cancel vacations, large...
Climbing BackThe major U.S. stock indexes rebounded from the previous week’s modest declines to post gains of around 2.0% to 3.0%. Although stocks have recently traded in a fairly narrow range, the S&P 500 was up 8.0% on Friday from a recent low in mid-June....
In a recent article on FinancialPlanning.com it was reported that Equitable told teachers their variable annuity fees were $0.00, SEC discovered. As a result, Equitable was charged with misleading retirement savers about hefty fees on variable annuities highlighting...
