Investments
Late Summer Market Update: Pick Your Poison
A Sentiment Driven Market Is this a positive environment, or a negative one for the markets? It really depends on who you want to believe. In a sense, this is a [...]
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Why An Alarming Number Of Workers Cash Out 401(k) Plans
An alarming trend has emerged in recent years: a significant number of workers are cashing out their 401(k) retirement plans, often at the expense of their [...]
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Summer Market Update: Opportunities in the Wild (Market)
If you turned off all your screens and went on a 3 to 4 month vacation and finally checked on how the stock market was doing this year, you would see the S&P [...]
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Congress Proposes Caps on IRAs and Eliminating Backdoor Roth Conversions
In recent years, populist movements have gained significant traction in American politics, influencing policy debates across the spectrum. Among the proposals [...]
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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 [...]
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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 [...]
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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, [...]
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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 [...]
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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 [...]
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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 [...]
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Recent posts
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Late Summer Market Update: Pick Your Poison
August 21, 2025 -
Modest Inflation Pushes Estimated Social Security COLA Higher
August 20, 2025 -
Obamacare Premiums Could Increase 75% in 2026
August 15, 2025 -
The Tax Bill’s Expanded 529’s and New Child Accounts
August 8, 2025 -
Why An Alarming Number Of Workers Cash Out 401(k) Plans
July 31, 2025 -
Summer Market Update: Opportunities in the Wild (Market)
June 18, 2025
