Reduce the Risk of Retiring at the Wrong Time
Retiring this year? There is something worth thinking about before you circle that date on the calendar. Consider a scenario where the Iran conflict or other geopolitical events plunge yourWeekly Economic Commentary
There is simply no way to spin this: the “affordability” metrics are ugly and likely to get uglier in the next two months. Inflation in the United States is runningRobertson Stephens Weekly Commentary – April 6, 2026
Economist Mohamed El-Erian, former CEO of bond market giant PIMCO, has a useful, intuitive way of thinking about exogenous shocks, i.e., unexpected events with unpredictable timing that occur outside ofQ1 Shocks: Energy, Inflation, Growth?
Highlights: Q1 2026 Performance Equities The first quarter was eventful for markets. Stocks traded higher to start the year, with the S&P 500 posting a modest gain in January. However, Forgotten Annuities, Found Opportunities
A fair amount of people are sitting on old annuity contracts they haven’t thought about in years. These contracts typically carry values between $50,000 and $250,000 – and are often modest relative to a household’s broaderWeekly Economic Commentary
Economist Mohamed El-Erian, former CEO of bond market giant PIMCO, has a useful, intuitive way of thinking about exogenous shocks, i.e. unexpected events with unpredictable timing that occur outside of the normalThe Big Question for Markets: When Will the Middle East Conflict Be Resolved?
U.S. equity indexes finished a volatile, headline-driven week mixed, as a relatively light economic calendar left investors largely focused on shifting geopolitical developments, oil price volatility, and continued pressure on large-cap technology stocks. Equities