Plan for the Future with Long-Term Care Insurance
Find out what kind of policy options you have for long-term care insurance and how to strike the right balance with your investment It’s easy to put off long-term care insurance planning. However, failing to plan now with insurance may mean you’ll be unprepared for the financial and emotional challenges that come when you or a family member needs long-term care. An estimated 7.7 million Americans need long-term care services and support,...
How Does Inflation Impact Your Investments?
Rising inflation rates impact prices and purchasing power and may also impact the value of your investments. One concern that may not be on your mind as you’re wealth planning is inflation. But inflation impacts a wide variety of financial considerations, including the investment choices you make. Inflation is how much the economy increases prices each year for the average cost of goods and services. The inflation rate signifies the rate of...
What Broadening Market Performance Means for Investors
The stock market has continued its historic rally with the S&P 500 gaining 19% year-to-date with reinvested dividends, contributing to a total return of 61% since the market bottom in 2022. While much of this performance has been driven by large cap technology stocks over the past 18 months, there are now signs that other parts of the market are benefiting as well. These shifts highlight the important fact that...
5 Insights for Long-Term Investors in the Second Half of 2024
As we enter the second half of the year, it’s important for long-term investors to maintain perspective on the major events that have driven markets. Despite ongoing economic uncertainty, the stock market has experienced a strong rally as investors anticipate the first Fed rate cut and the rally in artificial intelligence stocks continues. During the first six months of the year, the S&P 500 gained 15.3% with dividends, the Nasdaq...