As many of you know, the U.S. budget bill passed in early July. While the bill impacts tax policy (mostly stable or slightly lower rates) and programs like Medicaid (more barriers, aiming to reduce spending), this update will focus on one thing: the estimated budget deficit. The chart below, from…
Recent geopolitical events have caused some market turbulence. On June 13, Israel struck targets in Iran, sending oil prices sharply higher. This was followed by US airstrikes at Iranian nuclear facilities on June 22 and a counterattack by Iran on US bases in Qatar on June 23. Despite the escalation…
When investors begin planning for retirement, a common question is: How will I replace my income? It’s a valid concern. The paycheck stops, and now your retirement assets need to cover your living expenses. But here’s the catch: focusing only on income-producing investments may limit your flexibility and increase your…
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