Investment Strategies

The Consumer Price Index saw an unexpected rise in January, climbing 3% compared to the previous year and surpassing December’s 2.9% increase. This sharper-than-anticipated uptick highlights the continued rise in prices for essential goods such as food, gas, and housing, with no clear indication of easing in the near future. Key Takeaways Inflation is dramatically […]

Many retirees worry about running out of money in retirement. In fact, a 2024 Allianz survey found that most Americans fear depleting their savings more than they fear death. Given the rising cost of living and unpredictable financial markets, it is essential to have a plan to make your money last. Some retirees follow the […]

In a February 12th, 2025 report, PGIM DC Solutions shared fresh insights. These insights were obtained through their joint research effort with Greenwald Associates. PGIM DC Solutions specializes in providing innovative retirement solutions. The report is titled the Defined Contribution (DC) Landscape Survey. This study emphasizes a growing trend toward personalized approaches in retirement planning, […]

As retirement approaches, managing your portfolio becomes more complex. While younger investors may rely on simple strategies like target-date funds, retirees must take a more thoughtful approach. David Blanchett, Managing Director at PGIM DC Solutions, highlights three major financial risks that retirees should consider. The first is inflation, which erodes purchasing power over time. The […]

According to the latest Federal Reserve data, American households between 55 and 64 have a median retirement savings of $185,000. For those willing to live modestly and rely heavily on Social Security, this amount could be enough to retire. However, having investment strategies can help seniors increase their financial security in their later years. Retirement planning […]

On Saturday, Congress passed the Social Security Fairness Act, a landmark piece of legislation aimed at restoring fairness to the U.S. Social Security system. The bill, which is expected to cost over $195 billion over the next decade, now heads to President Biden’s desk for approval. It will provide financial relief to nearly 3 million […]

In today’s unpredictable economic landscape, safeguarding your wealth has become more critical than ever. Global uncertainties, market volatility, and sudden economic shifts can quickly jeopardize your financial stability. Whether you’re new to investing or a seasoned expert, being proactive about wealth protection ensures that you are prepared for whatever comes your way. In this guide, […]

Christine Benz’s new book, How to Retire, offers valuable insights and strategies for individuals at various stages of their retirement journey. While the book might not resonate with younger readers, those approaching retirement or already enjoying their golden years can find actionable advice to ensure a financially secure and fulfilling retirement. This article summarizes key […]