As markets evolve and economic conditions shift, investors often look to the Federal Reserve for cues on the future direction of interest rates, inflation, and overall financial stability. In May…
Month: May 2025
Is Now a Good Time to Invest in Annuities?
Wealth alone doesn’t guarantee peace of mind in retirement. What does? A strategy that transforms your assets into reliable income, without sacrificing flexibility or control. For high-net-worth individuals, annuities are…
Legacy Planning for Future Generations
As high-net-worth individuals approach retirement, financial concerns begin to shift from accumulation to preservation and legacy. For many, the goal is no longer just ensuring a comfortable retirement — it’s…
Staying the Course During Economic Turmoil
As the first quarter of 2025 came to a close, reports confirmed what many investors and retirees feared: the U.S. economy contracted by 0.3%, marking a pause in the growth…
Building a Resilient Retirement Plan through the SMART Retirement™ Approach
As retirement approaches, affluent Americans face a unique set of financial planning challenges. From minimizing taxes on substantial assets to ensuring income stability throughout a longer lifespan, the stakes are…