Blog
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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February 2026 Market Update: If you listen closely…
…you can hear the sounds of uncertainty filling the air so far in early 2026. Although it always feels rocky in the markets, the reality is that rarely do we [...]
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Bitcoin officially in Bear Market Territory
Bitcoin’s performance has been notably poor year-to-date in 2026, with the cryptocurrency down approximately 26% this year. Starting the year around $88,000, [...]
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One Demographic Really Likes Roth Conversions
Roth IRA conversions are gaining significant traction among Generation X (born 1965–1980) as this cohort approaches and enters retirement age. Now in their mid-40s [...]
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Year-End 2025 Market Update: The Sun Sets, But Markets Shine On
Whose bingo card had 2025 up strong double-digits after a nearly -20% loss to start the year in Q1? Not us, I can tell you that! But markets have a strange way of [...]
Read more Year-End 2025 Market Update: The Sun Sets, But Markets Shine On
Recent posts
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April 2026 Market Update: A Mirror Image
April 24, 2026 -
How Wars Shake the Stock Market
April 15, 2026 -
The 401k Catch-Up Rule Change You Need to Know for 2026
March 30, 2026 -
Spring 2026 Market Update: A Bouquet of Ambiguity
March 25, 2026 -
Private Credit is Turning Publicly Sour
March 23, 2026 -
Collecting Social Security: What You Need to Know in 2026
February 27, 2026
