Investment Strategy

Markets & Investing A look inside why more Americans are turning to lifetime income. Annuities can provide a guaranteed lifetime income stream in retirement, no matter how long you live. They thrive under high interest rate environments and are currently offering the highest payouts seen in years. Recent market trends have led to a surge […]

Markets & Investing A market-wide boom of private equity investment is turning small, local residential service providers into big business. From the outside, it’s been easy to miss. Long considered too difficult to scale beyond their natural geographies, residential service companies like plumbers, electricians, HVAC technicians, roofers, landscapers, garage door installers and pest control technicians […]

September 08, 2025 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. The financial world is replete with terms and definitions, many of which overlap in concept or application. Perhaps I can simplify a familiar concept for most investors who strive to grow and preserve their wealth. Sometimes, these two goals […]

Markets & Investing September 02, 2025 Earnings results surpassed expectations for the third consecutive quarter, which drove the market’s strong August performance. The financial markets stood strong against tariff pressures last month, with the S&P 500 hitting its 20th record high so far this year. That performance was driven largely by earnings surpassing expectations for […]