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Resilience, Innovation, and Opportunities
Innovation tailwinds are driving stock market valuations due to AI, and bond yields have reached their highest levels in decades. The future looks bright with numerous opportunities for investors.
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West Palm Beach
Retirement Planning in West Palm Beach: Why You Should Consult a Financial Advisor
Florida is a hot destination for retirees. To spend your golden years in West Palm Beach, you’ll need a comprehensive portfolio that supports your optimal lifestyle. How do you achieve
June 22, 2023
Estate Planning
Giving Our Children the Gift of Work
In estate planning, we often talk about gifts and gifting, typically within the context of money, assets, and taxes. Kent Phelps, attorney and Trajan Estate CEO, believes that our values are the most important gifts we can give our heirs. Among these, the gift of work ranks as one of the most valuable. Phelps shares his story here.
June 13, 2023
Investing
May 2023 Market Review
The US financial markets have been performing well in 2023, with stocks and bonds showing strong returns up until the end of May. However, there are signs of stress in the “high yield” corporate credit market due to higher front-end interest rates (maturities of 1-5 years). We anticipate increased market volatility in the future, as financing costs continue to rise rapidly, potentially impacting economic growth and corporate profits.
June 5, 2023
Annuities
Annuities: What They Are and How They Work
Having enough retirement income is a top concern for many Americans nearing or in retirement. Having enough retirement income for what you need and want is essential and must be planned for, even in the best economic conditions. A way to provide income safety is by using annuities as an asset class in your retirement portfolio. Here’s a brief overview of the different types of annuities that can provide an alternative for retirees seeking income and safety.
June 2, 2023
Insurance
What You Need to Know About Purchasing Life Insurance
Life insurance is a great addition to your portfolio that help can protect your loved ones and beneficiaries if you unexpectedly pass away. While no amount of money can ease the grief of losing someone, life insurance may help reduce the financial burden they may face. It’s important to know how life insurance works and what to consider when purchasing life insurance, so you can make an informed decision before you buy.
June 1, 2023
Retirement Planning
3 Ways to Save for Your Child’s Retirement
Helping your child save for retirement starts with financial education and discussing the importance of saving for their future. Besides financial education, there are strategies to help them get a head start on their retirement savings. Life Insurance, 529 plans, and Roth IRAs are all great options to discuss with your financial profesisonal.
May 30, 2023