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
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 [...]
Rise of Renting: How Tax Policy and Affordability Are Shaping Housing Trends
65.6% of Americans own their homes, roughly the percentage that it has been for the last 50 years, down slightly [...]
America’s Productivity
Productivity growth is nothing short of the bedrock of progress—in the long run, creating more with the same amount [...]