Market Perspectives

The Capital ReCap – A Bond Analysis

This week we take a look back at the economic and equity data for the week ending November 19th. We also take a look at the rise in Treasury yields, despite the Fed’s desire to push them lower, and how this impacts current bond holdings. Check out The Capital ReCap here.

Ready when you are

Build your customized strategy with our team.

Start with a conversation about your goals, questions, and how a holistic plan could simplify your financial life.

Schedule an intro call

Continue reading

View all articles
Can I Use My Retirement Account to Help My Child Buy a House?
Blog

Can I Use My Retirement Account to Help My Child Buy a House?

May 26, 2026
Blog

Roth Conversion Strategy: Tax Brackets, Medicare Premiums, and Hidden Retirement Planning Risks

May 20, 2026
Blog

Adventure After Retirement: Hiking the Tour du Mont Blanc

May 14, 2026
Are Covered Call Income ETFs Worth It? What Investors Should Know
Blog

Are Covered Call Income ETFs Worth It? What Investors Should Know

May 12, 2026

A Retiree’s Guide to Inflation

This guide breaks down where inflation shows up, how it compounds, and considerations to help protect your income.

retiree guide to inflation

101 Trips to Take in Retirement: A Guide to Exploring More, Your Way

Discover destinations worth every mile. You’ve earned the time. Now make the most of it.

From First Job to Retirement—Plan Smart

Your free decade-by-decade guide to building a confident, fulfilling retirement.

Your Retirement Guide

101 Tips for a Smooth Transition