Rates Remain Stubborn – Fixed Income Overview
Inflationary pressures and better than expected employment data, pushed rates slightly higher in March, persuading the Fed to hold off on its rate reduction strategy....
Category: Retirement
Rates Hold Steady – Fixed Income Review
Interest rates held steady as the Federal Reserve opted to maintain current levels as inflation worries still were a concern for several Fed members. The...
Yields Hit Highs Then Reverse In October – Fixed Income Review
Yields on long-term Treasury bonds fell at the end of October as the Fed, the European Central Bank (ECB), and the Bank of England all...
Estate Tax Exemption On Track To Decrease In 2026 – Estate Planning
Estate tax exemptions began with the Revenue Act of 1916, which imposed a transfer of wealth tax on the estate of any deceased U.S. citizen...
Baby Boomers Working Past Retirement – Demographics
This year the youngest baby boomers are now 59 and the oldest are 77, according to the Bureau of Labor Statistics. As more baby boomers...
Social Security Benefits Going Up 3.2% in 2024 – Retirement Planning
Social Security recipients are due to receive an increase of 3.2% in 2024, the same as last year’s increase. For many recipients, the increase in...
Medicare Coverage Heading Into 2024 – Retirement Planning
With open enrollment upon us, millions of Americans will be deciding on which, if any, changes to make to their Medicare coverage. The Open Enrollment...
Yields On The Rise – Fixed Income Overview
Looming government shutdown threats hindered the bond markets as concern surrounding heightened funding costs for the government came into focus. Yields on U.S. Treasury bills,...
Fixed Income Overview
Government and corporate bond yields saw a slight increase in July as the Fed raised short-term rates and increased government debt levels. Shorter-term bond yields...
Credit Scores Tend to Drop After Retirement – Retirement Planning
Credit scores are a vital piece in determining whether an individual is qualified for a plethora of life-changing purchases, from mortgages to auto loans. However,...