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
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 [...]
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) [...]
