Category Archives: Annuities

August 28, 2026 Market Recap & Outlook: Nvidia Delivers, Warsh Warns. Then the Gulf Reignites.

August 28, 2026 Market Recap & Outlook: Nvidia Delivers, Warsh Warns. Then the Gulf Reignites.

In this week’s Market Recap & Outlook, Matthew Rice, CFA, CAIA, Chief Investment Officer at Goldstone Financial Group, examines the key economic events, market performance, and investment themes that shaped the week and what investors should watch in the days…

August 21, 2026 Market Recap & Outlook: The Week the Treasury Stepped In. Gold and Bitcoin Took Notice.

August 21, 2026 Market Recap & Outlook: The Week the Treasury Stepped In. Gold and Bitcoin Took Notice.

U.S. debt and market outlook took center stage this week as the national debt crossed $40 trillion, the 30-year Treasury yield touched a 19-year high, and the U.S. Treasury stepped in, doubling buybacks of long-dated debt to steady the selloff….

August 14, 2026 Market Recap & Outlook: Tame Inflation, Record Highs, a Hardening Stalemate. And the Consumer Sends a Warning.

August 14, 2026 Market Recap & Outlook: Tame Inflation, Record Highs, a Hardening Stalemate. And the Consumer Sends a Warning.

For the August 14 2026 Market Recap, investors saw a week defined by easing inflation, record market highs, weakening consumer data, and continued uncertainty surrounding the Strait of Hormuz. Two benign inflation reports pushed September rate-hike odds below 40% and…

August 7, 2026 Market Recap & Outlook: Payrolls Fall, Hike Odds Tumble, and the Market Soars. A Hormuz Deal Comes Into View.

August 7, 2026 Market Recap & Outlook: Payrolls Fall, Hike Odds Tumble, and the Market Soars. A Hormuz Deal Comes Into View.

The economy lost 23,000 jobs in July against forecasts for a gain of 80,000, the first decline since February, and traders slashed the odds of a September rate hike. Stocks staged their strongest week of the summer, with the S&P…

July 31, 2026 Market Recap & Outlook: Fed Split, Treasury Yields Surge, Microsoft Earnings Lift Markets.

July 31, 2026 Market Recap & Outlook: Fed Split, Treasury Yields Surge, Microsoft Earnings Lift Markets.

The July 31, 2026 Market Recap delivered one of the most eventful weeks of the year for investors. A rare 9-3 Federal Reserve vote kept interest rates unchanged but revealed growing disagreement among policymakers, while long-term Treasury yields climbed to…

How Inflation Can Change Your Retirement Plans

How Inflation Can Change Your Retirement Plans

Annuities in modern retirement types and strategies

Annuities in modern retirement types and strategies

Annuities in modern retirement present a compelling avenue for securing financial stability post-retirement. Understanding the role of annuities in a comprehensive retirement plan is crucial for harnessing their full potential. These insurance products, regulated by state insurance commissioners, offer diverse…

Pros & Cons of Annuities: Retirement Income

Pros & Cons of Annuities: Retirement Income

Pros & Cons of Annuities: Retirement Income Before diving into the pros and cons of annuities, it’s important to have a basic understanding of what they are. Annuities are financial products that provide regular payments, typically on monthly, to individuals…

What Are the Biggest Risks to a Successful Retirement?

What Are the Biggest Risks to a Successful Retirement?

Mastering Retirement Planning: Avoid These 5 Common Mistakes

Mastering Retirement Planning: Avoid These 5 Common Mistakes

Mastering Retirement Planning: Avoid These 5 Common Mistakes Retirement planning is a vital financial step that everyone should take to ensure a secure and comfortable future. However, it’s not uncommon for individuals to make mistakes along the way that can…

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