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If you’re looking ahead to retirement and thinking about addressing your long-term care needs as you age, you may want to consider a continuing care retirement community (CCRC). A CCRC, also known as a “life plan” community, is a retirement community that provides a continuum of care – independent living, assisted living, and skilled nursing…

It’s not exactly cocktail party conversation, but somewhere between talking about travel plans and the grandkids, most retirees eventually start to wonder: What happens if my memory starts to slip? It’s a tough thought, and for many, it’s easier to ignore. But planning for cognitive decline isn’t about being pessimistic. It’s about protecting your future,…

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic. Q2 2025…

Retirement is often painted as a picture of freedom: long mornings with coffee and no alarm clock, spontaneous travel, time to read, relax, and finally catch up on the things you never had time for. And while all that sounds great, the reality of retirement is a little more nuanced. Once the novelty wears off,…

Gone are the days of gold watches and a permanent tee time. Today, retirement isn’t so much a finish line as it is a mindset shift from “What do I have to do?” to “What do I want to do?” Maybe you’ll keep working, but on your terms. Maybe you’ll travel, volunteer, or finally pick…

If it feels like there’s a new investment idea popping up every week, you’re not imagining it. From cryptocurrencies and thematic ETFs to private placements and managed futures, today’s investment landscape is overflowing with options. But just because an opportunity sounds promising, or everyone else seems to be getting in, doesn’t mean it’s the right…

If you’re an investor today, you’re likely swimming in opportunities. There’s no shortage of funds, factors, or financial innovations vying for a spot in your portfolio. But with so many options (and so much buzz), it can be hard to separate what’s truly valuable from what’s simply trending. To decide what earns a seat in…

Social Security is one of the most reliable components of a retirement income plan. It’s guaranteed for life, adjusts with inflation, and provides a steady income stream no matter what’s happening in the markets. As a result, Social Security benefits help manage longevity risk, inflation risk, and market risk. But while the benefit itself is…

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic. Q1 2025…