Blog
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, [...]
Read more Spring 2026 Market Update: A Bouquet of Ambiguity
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 [...]
Read more Private Credit is Turning Publicly Sour
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 [...]
Read more Collecting Social Security: What You Need to Know in 2026
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 [...]
Read more February 2026 Market Update: If you listen closely…
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, [...]
Read more Bitcoin officially in Bear Market Territory
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 [...]
Read more One Demographic Really Likes Roth Conversions
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
Gen Z Prefers Social Security Benefit Cuts To Tax Hikes
The Social Security program, a cornerstone of American retirement security since 1935, faces an existential crisis. With the trust fund projected to deplete by the [...]
Read more Gen Z Prefers Social Security Benefit Cuts To Tax Hikes
Gen Xers Face Retirement Saving Gap Without A Plan
Generation X, born roughly between 1965 and 1980 and now aged 45 to 60, stands at the precipice of retirement with mounting anxiety. As the first cohort to rely [...]
Read more Gen Xers Face Retirement Saving Gap Without A Plan
Americans Want Passion Projects and Adventure in Retirement
Traditional images of retirement—quiet days on a golf course or leisurely afternoons in a rocking chair—are fading. A growing number of Americans envision their [...]
Read more Americans Want Passion Projects and Adventure in Retirement
Recent posts
-
How Much Should You Convert to a Roth IRA Each Year?
August 14, 2026 -
How to get your kids involved in their own money
August 5, 2026 -
-
-
The New Trump Accounts Explained
June 18, 2026 -
