The Trump administration's return to power will usher in significant policy shifts across multiple fronts.

Options can be a powerful tool in an investor's arsenal, offering unique advantages when used strategically. Here are some key ways options can enhance an investment strategy.

Fee-based buffered annuities have emerged as an innovative financial product, blending market participation with downside protection.

Mortgage structures have evolved significantly over the years, offering homebuyers a variety of options to suit their financial needs and goals.

Historically, the fourth quarter is the strongest quarter of the year for the S&P 500.  Since 1945, the S&P 500 has gained an average of 3.8% in price during the fourth quarter, according to charts*.

If the Tax Cuts and Jobs Act (TCJA) sunsets as scheduled at the end of 2025, several significant income tax changes will occur starting in 2026. 

Fidelity states that the average largest intra-year drop from peak to trough for the S&P 500 has been about 14% since 1980.  Despite these frequent intra-year declines, the S&P 500 has still delivered positive annual returns in most years.

As retirement approaches or you find yourself already enjoying this new chapter of life, understanding how financial advisors charge fees may become essential for securing your financial future.

How do you know your doctor is a good doctor? If or when you have hired an attorney...