In many cases, our parents, grandparents, and great grandparents started collecting their Social Security benefits as late in life as possible. Their generations believed it was a great way to maximize their benefits. As younger generations, we have spent our entire lives listening to their …
Here Comes August, Buckle Up We wish we knew why, but August is a month that tends to have a lot of out-of-the-blue scary events pop up along with a good deal of market volatility. Well, just one trading day into August and the pattern continues. A weak jobs report piled on some negative ta …
As a small business owner, you may be so immersed in the day-to-day functions of your business that you haven’t yet put much thought into the day you leave it behind. In fact, for many business owners, the thought of bringing their time to a close can be daunting. Yet planning for your depa …
Stocks just keep climbing—and in this Take 5 episode, recorded live from downtown Chicago, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, ask the big question: Will the market ever go lower again? After a historic rally this summer, they break d …
Just because we express a desire to do something, doesn’t mean we’ll do it. Insurance is a great example of this. A recent study on life insurance statistics showed that 42% of Americans report feeling that they need more life insurance coverage.* At the same time, the percentage of familie …
The incredible bull market continues, with the S&P 500 closing at a new all-time high each day last week. November 2021 was the last time we saw that usual feat. For the year, the S&P 500 is now up 8.6%, a long, long way from down 15% back in early April. We remain optimistic that …
If you’re looking for a way to give back long-term without hurting your current financial security, a charitable remainder trust (CRT) may provide a win-win opportunity. CRTs let you support your favorite cause while also creating a stream of income for yourself or your loved ones. When you …
