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March 31, 2026

Annuities remain one of the most debated financial products, offering the promise of lifetime income but often burdened by hidden costs and risks. This article explores fixed, variable, and deferred income annuities, breaking down their benefits, drawbacks, and role in retirement planning for professionals. Learn how to navigate the controversy and decide whether annuities fit into your long-term investment strategy.

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The first quarter of 2026 was defined by geopolitical conflict, sharp moves in oil prices, and more. Despite heightened volatility, the overall market remained resilient, with energy and alternative strategies delivering strong gains. The data...

April 6, 2026

The investment industry is transforming quickly as consolidation accelerates, fees rise, and AI reshapes back‑office operations. Despite these pressures, the article argues that independent firms focused on low costs, sound judgment, and personal service remain...

April 6, 2026

The One Big Beautiful Bill Act introduces major changes to how charitable contributions are deducted starting in 2026, affecting both itemizers and non‑itemizers. These new rules create fresh opportunities and a few complications for donors...

April 6, 2026

March 30, 2026 We are in a highly regulated business, which offers our clients important protections. There are certain disclosures that we

April 6, 2026

By Mark Armbruster, CFA I’ve written a lot over the years about the quirky hobbies and activities I’ve pursued. Now it seems

April 6, 2026

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