A Safer Retirement®
Learn about the latest economic news, discover the potential impact on you and your financial plan, and explore insights you can use to help meet your goals.
February 2025
Fed Chair Powell Stays Cautious: Why Rate Cuts May Be Delayed
Markets US deal activity in January fell to its lowest level in a decade, as uncertainty over tariffs and regulatory [...]
Market Shifts & Tech Trends: Large-Cap Strength, Small-Cap Struggles, and the Data Center Boom
Sentiment among large-cap firms continues to improve, but small firms are less upbeat. The S&P 500 tech index held support [...]
China’s AI Push: DeepSeek’s Success Sparks Market Uncertainty
Despite restricted access to advanced chips, China’s latest AI advancement, DeepSeek, surprised the markets. This progress could present challenges for [...]
January 2025
Seasonal Shifts in the S&P 500: Opportunities and Challenges Ahead
The S&P 500 has entered a seasonally favorable period, albeit short-term. Small caps typically outperform large caps when [...]
Small Caps, Big Struggles: The Impact of Rising Yields and a Stronger Dollar
The strong employment report and higher inflation expectations boosted Treasury yields and the dollar. Mortgage rates rose further to 7.25%. [...]
Rising Long-Bond Yields and Corporate Uncertainty: What It Means for Markets
The long-bond yield continues to rise, with the Treasury curve steepening. Here is a look at the top [...]