Some pension plans let retirees choose between smaller lifelong income payments or a large lump sum. If one or both spouses are in line to receive pensions, a couple should at least explore some of the possibilities for lump sum investment.
The investment markets have been gripped by a persistent case of “AI anxiety.” While the term is frequently tossed around by analysts, it actually masks two deeply contradictory fears. On one hand, we fear AI will be too successful, destroying the labor market; on the other, we fear it will be a multi-trillion-dollar “bust” that never pays for itself. The First Fear: The Jobless Economy The first element of this anxiety is the “displacement dread.” A recent report from Citrini Research painted a stark picture of a near future where autonomous AI agents upend the...
The dramatic fluctuation of the global energy market over recent weeks has provided a masterclass in the intersection of geopolitics and investor psychology. When the initial conflict involving Iran sparked an alarming surge in oil...
The first quarter of 2026 saw a shift in market preference. After years...
As the calendar turns to spring, a familiar sense of dread settles over...