According to the AARP, an estimated 44% of Americans over the age of 50 expect to travel internationally in 2025.
Financial Planning
Put It in a Letter
American actor Lee Marvin once said, “As soon as people see my face on a movie screen, they knew two things: first, I’m not going to get the girl, and second, I’ll get a cheap funeral before the picture is over.”
June 9, 2025 Weekly Market Insights
Stocks rallied last week as investors responded to upbeat economic data and easing trade tensions.
Investing with Your Heart
Some individuals believe that return on investment shouldn’t be the only criterion for how they invest their money. For them, the social impact of investing is just as important – perhaps more important.
Budget Check Up: Tax Time Is the Right Time
Every year, about 140 million households file their federal tax returns.
May 27, 2025 Weekly Market Insights
Stocks moved lower last week as fiscal fears and fresh tariff threats loomed over market sentiment.
Countering Counterfeit Currency
Believe it or not, the agency responsible for protecting U.S. currency is the United States Secret Service. The agency was founded on July 5, 1865, as part of the Department of the Treasury to combat the widespread counterfeiting of currency happening at the end of the Civil War.1
Is a Variable Annuity Right for Me?
Commentators in the financial media seem to occupy a polarity of opinions we might see in politics. What gets lost when these commentators collide is “the individual.” Unfortunately, the discussion is rarely centered on whether a variable annuity is relevant and useful to you and your set of needs.
May 5, 2025 Weekly Market Insights
Stocks pushed higher last week as investors cheered the White House’s constructive comments on trade, upbeat Q1 corporate reports, and an encouraging jobs report.
Intellectual Property Rocks in a New Digital Era
In 2023, the music industry witnessed a groundbreaking shift, as iconic bands like ABBA, KISS, and the Beatles embraced the digital frontier. These legendary acts showcased new digitally created content, with ABBA and KISS debuting live shows featuring their digital avatars.