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Market Commentary | February 2nd, 2026

by lportee53 | Feb 2, 2026 | Market Commentary

Economic data released last week suggested mixed growth, with strengthening activity signals contrasting sharply with weaker consumer confidence, persistent producer level inflation, and a Fed meeting that underscored a steady policy stance amid ongoing economic uncertainty.

The Top 10 Reasons People Roll Over Their Plans to IRAs

by lportee53 | Feb 2, 2026 | Updates & Resources

According to LIMRA study, the total amount of IRA rollover activity is projected to be $855 Billion 2026 and could reach $1.15 Trillion by 2030. Why are so many retirees and pre-retirees choosing to roll over their plans to IRAs?

Market Commentary | January 26th, 2026

by lportee53 | Jan 26, 2026 | Market Commentary

Economic data released this week continued to show a U.S. economy growing at a steady, though gradually moderating, pace.

Market Commentary | January 20th, 2026

by lportee53 | Jan 20, 2026 | Market Commentary

Markets spent the week sifting through economic data still distorted by the lingering effects of last year’s federal shutdown.

Market Commentary | January 12th, 2026

by lportee53 | Jan 12, 2026 | Market Commentary

Economic indicators over the recent period delivered a mixed but informative set of signals. The ISM Manufacturing Purchasing Managers’ Index (PMI) came in slightly worse than expected at 47.9% versus 48.3% expected, marking the tenth straight month of contraction and the lowest reading of 2025.

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