2026
2026 Mid-Year Market Update: Bring me your Outperformers
First Half 2026 Update The first half of 2026 has seen extraordinary volatility, both in the large stock indices as well between various asset classes. After an [...]
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The New Trump Accounts Explained
Trump Accounts Launch: Default Investments, Structure, and Goals The Trump Accounts, officially launching on July 4, 2026, represent a new tax-advantaged savings [...]
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Bonds are Toxic Right Now: We Believe the Pain Continues
Bonds, long considered the reliable ballast in diversified portfolios, have delivered disappointing results for many investors over the past 24 months. While not [...]
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Your IRA RMD Grace Period is Over: How to Avoid the 25% Penalty
The grace period is over. Starting in 2025—and with full enforcement in 2026—the IRS is strictly applying the 10-year rule for inherited traditional IRAs. Many [...]
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April 2026 Market Update: A Mirror Image
In last month’s Market Update published on March 25th we wrote: “The toughest part of investing is handicapping how much of the fundamentals, and future [...]
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How Wars Shake the Stock Market
Wars have shaped human history for millennia, and they’ve left their mark on financial markets just as dramatically. From the outbreak of World War II to the 2022 [...]
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The 401k Catch-Up Rule Change You Need to Know for 2026
If you’re 50 or older and maxing out your 401(k), a major shift is coming in 2026 that could affect how much you actually keep in your pocket today. Under the [...]
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Spring 2026 Market Update: A Bouquet of Ambiguity
A Volatile Q1 In our February market update, we discussed how volatile the first two months of the year were; March has been no different. To take a step back, [...]
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Private Credit is Turning Publicly Sour
At Infinium, we pay close attention to areas of the market that appear overheated. One of the clearest warning signs that an asset class may be heading for [...]
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Collecting Social Security: What You Need to Know in 2026
We often speak with clients who are approaching retirement but aren’t quite ready to stop working entirely. Many wonder whether they can claim Social Security [...]
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Recent posts
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The New Trump Accounts Explained
June 18, 2026 -
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April 2026 Market Update: A Mirror Image
April 24, 2026 -
How Wars Shake the Stock Market
April 15, 2026
