by Ashlee Desteiger | Aug 25, 2025 | Technical Topics
Health care costs continue to rise with no signs of slowing down. This makes health care one of the most significant expenses you’ll face in retirement. A person retiring at age 65 today may spend approximately $165,000 on healthcare during retirement. For...
by Ashlee Desteiger | Jul 25, 2025 | Technical Topics
One Big Beautiful Bill Act: What You Need to Know On July 4, 2025, President Trump signed into law the One Big Beautiful Bill Act (OBBBA), a comprehensive tax and spending package that reshapes numerous areas of U.S. fiscal policy. Here, we break down key items that...
by Ashlee Desteiger | Mar 21, 2025 | Technical Topics
Three Strategies to Reduce Concentrated Stock When managing your investments, having too much of one thing can be risky—especially if that “thing” is a single stock or a handful of highly correlated stocks. You’re not alone if you’ve found yourself heavily invested in...
by Ashlee Desteiger | Feb 24, 2025 | Technical Topics
Understanding Structured Investments: A Modern Diversifier or Unnecessary Component? Structured investments allow investors to tailor an investment strategy to specific market views and financial objectives. By combining a debt security with exposure to underlying...
by Ashlee Desteiger | Jan 27, 2025 | Technical Topics
Market Perspectives After a Nervous Start to 2025 The financial markets experienced turbulence in the opening weeks of 2025, causing many to question whether they are navigating uncertainty sufficenintly. The S&P 500 initially declined 4.3% from its December 6...
by Ashlee Desteiger | Nov 21, 2024 | Technical Topics
How does the $36 trillion national debt impact investors? According to the U.S. Treasury, the national debt is quickly approaching $36 trillion, which fuels concerns among investors and economists alike. This means the federal debt has nearly quadrupled since before...
