Insuring Your Retirement

Helping high-income households insure retirement.
We break down complicated ideas into useful information and actionable plans.

What Is Indexed Universal Life?

Over the last several years, sales have dramatically increased for indexed universal life (IUL); this is both good and bad.

New Home Sales Rolling Over

On Tuesday of this week, the National Association of Home Builders reported April 2022 new home sales were down for a fourth straight month, falling...

April's Showers & Disappointments

Market performance at the end of April did not produce the bounty of flowers expected by the popular refrain; rather, April’s showers continued to...

Signal vs. Noise

The major domestic market indices all finished March on the upside but are showing YTD losses as they have not yet regained lost ground since...

Markets, Russia & Ukraine

As February ends and March begins, the world's attention is consumed by the Kremlin's aggression against the people of Ukraine.

Stagflation, Job Market Optimism & Credit Realities

Job market optimism collides with credit market realities.

The Fed's Favorite Inflation Gauge

The Fed’s favorite inflation gauge notches a 4-decade high as core personal consumption expenditures (PCE) hit 5.21% in January 2022.

Geopolitical Market Review- Ukraine invaded by Russia

The markets continue to experience turbulence as Ukraine defends itself from Russia’s invasion. Heightened geopolitical risks on top of the...

Turning The Page

December ended on a favorable note for most markets and most commodities. While we are now in the midst of a new flare-up of the Covid virus,...

Indices Reach New Highs

The start of the fourth quarter was generous to the equity markets as almost every key indices reached new year-long heights.