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Past Commentary & Articles

Article
September 1, 2021
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Over the last 30 years, the divorce rate for couples over 50 has doubled, according to the Pew Research Center. There are many theories about the primary causes of this trend, including empty nest syndrome, boredom, and growing apart. No matter the reason, deciding to divorce later in life can have significant implications on your retirement plan, specifically your Social Security benefits.

Market Commentary
August 26, 2021
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So far, the markets seem unaffected by the Taliban’s return to power, but without a crystal ball, it’s difficult to know what any potential long-term implications are. In situations like this one, it can be beneficial to understand how the markets have treated other geopolitical events.

Article
August 24, 2021
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The possibility of a delayed or semi-retirement is more relevant than ever. The pandemic forced us to work differently with many working remotely from home. A Victory Lap Retirement provides an opportunity to leverage these new possibilities to leave corporate life sooner and develop work/life balance at a younger age.

Market Commentary
August 17, 2021
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The prevailing narrative over the past few years was Big Tech is carrying the market. But this year, the rest of the market is punching back. Daniel Noonan, an investment research analyst, presents a high-level perspective of what’s driving the market.

Market Commentary
August 16, 2021
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Because of the “September Effect,” superstitious investors often steer clear of the market this time of year, claiming that it has historically produced low returns for the month of September.

Market Commentary
August 13, 2021
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As we enter mid-August, daily new COVID-19 cases in the U.S. have spiked. We saw about 190,000 new daily cases on July 20, up from approximately 20,000 in the prior month, but the death rate remains low. Despite this backdrop, the economy continues to achieve new highs.

Market Commentary
August 11, 2021
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Custom indexing appears to potentially be the next disruptive force in asset management. In the same way the invention of the exchange-traded fund (ETF) took assets away from mutual funds, custom indexing will likely compete for assets with ETFs and mutual funds in the years ahead.