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From Free Money to 5% CDs — and Back Toward Normal Few decades in modern history have tested investor psychology quite like the 2020s. The early years brought zero-interest policies and pandemic-era stimulus that sent asset prices soaring. Then came the fastest rate-hiking cycle in forty years, reshaping everything from[Read More…]
After 35 years in the financial services industry, I thought I understood retirement. I’d spent decades helping to build products, design plans, and shape strategies meant to guide others through it. Yet when I finally stepped away myself, I discovered something no chart or model could show: the second half[Read More…]
From Free Money to 5% CDs — and Back Toward Normal Few decades in modern history have tested investor psychology quite like the 2020s. The early years brought zero-interest policies and pandemic-era stimulus that sent asset prices soaring. Then came the fastest rate-hiking cycle in forty years, reshaping everything from[Read More…]
Interest rates have dominated client conversations for the past two years — and with good reason. After a long stretch of near-zero yields, the recent surge has reshaped everything from bond ladders to annuity payouts. Now, as the Federal Reserve nears the end of its tightening cycle, many clients are[Read More…]
Few generations have lived through as many economic pivots as Generation X. Born roughly between 1965 and 1980, they’ve seen pensions fade, markets boom and bust, and retirement planning shift almost entirely onto their own shoulders. Now entering their late 40s to early 60s, Gen Xers are at the front[Read More…]
After 35 years in the financial services industry, I thought I understood retirement. I’d spent decades helping to build products, design plans, and shape strategies meant to guide others through it. Yet when I finally stepped away myself, I discovered something no chart or model could show: the second half[Read More…]
Few generations have lived through as many economic pivots as Generation X. Born roughly between 1965 and 1980, they’ve seen pensions fade, markets boom and bust, and retirement planning shift almost entirely onto their own shoulders. Now entering their late 40s to early 60s, Gen Xers are at the front[Read More…]
