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.
January 2025
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 [...]
Concentration Risks Grow in the S&P 500 as Tech and Services Dominate
The US dollar has had a strong year, though the 2016 post-election pattern suggests potential headwinds ahead. Market breadth remains [...]
December 2024
S&P 500 Signals Weakness Amid Federal Spending Constraints
Federal spending reached $6.8 trillion in FY 2024, with mandatory programs like Social Security ($1.4 trillion) and Medicare ($870 billion) [...]
Value vs. Growth: A Historic Divergence in 2024
Market breadth continues to deteriorate. Growth stocks keep outperforming, boosted by tech. Small and mid-cap shares [...]
The Solution to the US Energy Problem
What if I told you the next energy revolution isn't in the sky, but under your feet? Deep underground, beneath [...]