News Update

A Retirement Fact Sheet

A Retirement Fact Sheet

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Some specifics about the “second act.”   Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you.   Up to 85% of a retiree’s Social Security income can be taxed. Some retirees are...

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The Anatomy of an Index

The Anatomy of an Index

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The S&P 500 represents a large portion of the value of the U.S. equity market.   Did you know that nearly $10 trillion in assets are benchmarked to the Standard & Poor’s 500 Composite Index, including about $3.5 trillion in index assets? (1)   The S&P 500 is ubiquitous....

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