Blog
May 2025 Market Update: Looking for a Winner
Having just celebrated my 26th year as a financial advisor, I couldn’t help but reflect on just how much life, and the markets, have changed over the past quarter [...]
Read more May 2025 Market Update: Looking for a Winner
Is Social Security Solvent?
Social Security solvency refers to the ability of the Social Security program, specifically the Old-Age, Survivors, and Disability Insurance (OASDI) trust funds, [...]
Read more Is Social Security Solvent?
April 2025 Market Update: High and Dry
Last night, we hosted our Spring Market Update dinner at Del Frisco’s Steakhouse titled “Winning Strategies to Protect Your Portfolio in Uncertain Times.” To all [...]
Read more April 2025 Market Update: High and Dry
2025 Year Ahead Outlook: Built to Last
We hedge our bets, here at Infinium. A ‘Year Ahead Outlook’ piece published in early February is pushing it a little, don’t you think? We cannot disagree. But, [...]
Read more 2025 Year Ahead Outlook: Built to Last
How to Access Your IRA Without Penalty Before Age 59 ½
Section 72(t) of the Internal Revenue Code allows individuals to access funds from their retirement accounts before reaching the typical retirement age of 59½ [...]
Read more How to Access Your IRA Without Penalty Before Age 59 ½
Trump Tariffs Explained
President Donald Trump’s approach to tariffs, particularly in his second term, has significantly stirred the global trade environment, with implications that [...]
Read more Trump Tariffs Explained
Alternatives: Managed Futures for Dummies
Ever since I started in the business, the idea of how to get real diversification has always interested me. Especially today, many markets all seem to move in the [...]
Read more Alternatives: Managed Futures for Dummies
Social Security Changes for 2025
In 2025, several significant changes to the U.S. Social Security system have been implemented, reflecting both economic adjustments and legislative decisions that [...]
Read more Social Security Changes for 2025
2024 Year-End Review: The Path is Always Foggy
As we close the books on 2024, it’s time to look back at what the heck just happened! To our chagrin, barring no major moves lower in the next week, the US [...]
Read more 2024 Year-End Review: The Path is Always Foggy
2024 Year in Review: Breaking, Bad Bonds
In 2024, the U.S. bond markets experienced a year of considerable fluctuation, shaped by economic indicators, policy shifts, and geopolitical events. Early in the [...]
Read more 2024 Year in Review: Breaking, Bad Bonds
Recent posts
-
May 2025 Market Update: Looking for a Winner
May 11, 2025 -
Is Social Security Solvent?
April 17, 2025 -
April 2025 Market Update: High and Dry
April 9, 2025 -
2025 Year Ahead Outlook: Built to Last
February 7, 2025 -
How to Access Your IRA Without Penalty Before Age 59 ½
February 7, 2025 -
Trump Tariffs Explained
January 29, 2025
