by Kenny | Feb 8, 2026 | Uncategorized
Investors endured a volatile week on Wall Street as 4th quarter earnings continued to roll in. Concerns about massive capital expenditures resurfaced after Amazon and Google announced $200 billion and $185 billion in capex, respectively. This comes after last week’s...
by Kenny | Feb 5, 2026 | Uncategorized
Retirement planning changes once the paychecks stop. In your working years, the goal is usually growth. In retirement, the goal becomes reliable income, tax efficiency, and protecting your lifestyle—all while navigating market ups and downs. If you’re retired (or...
by Kenny | Feb 1, 2026 | Uncategorized
Markets ended the week mixed. With just over a third of the S&P 500 having reported fourth-quarter earnings, this earnings season appears much better than anticipated. That said, despite better-than-expected results, many companies have sold off after the...
by Kenny | Jan 29, 2026 | Uncategorized
When most people think about retirement planning, they focus on the big three: income, taxes, and investments. But there’s a fourth category that can quietly undo even a strong plan if it’s ignored: Long-Term Care (LTC) — the cost of ongoing help when someone needs...
by Kenny | Jan 25, 2026 | Uncategorized
Global equity markets finished the week mixed, with US markets posting their second straight week of losses. Geopolitical concerns and trade tensions were top of mind for investors as global leaders met in Davos at the World Economic Forum. President Trump’s sharp...
by Kenny | Jan 22, 2026 | Uncategorized
When people think about “financial planning,” they often picture investing—choosing funds, watching the market, or trying to pick the right time to buy. But a truly well-rounded financial plan is bigger than a portfolio. A strong plan examines your total financial...
