Resources

The conflict with Iran was not a proxy skirmish; it was a direct confrontation that briefly threatened the single most important energy artery in the world, and the move toward a ceasefire this week does not erase the months of disruption that came before it. Oil and gas prices swung violently, toward triple digits at the peak, then sharply lower as the guns quieted. Ukraine continues to absorb enormous human cost for marginal territorial change. These are real events with real consequences for real people, and nothing about an investment philosophy requires pretending otherwise.

When we think about taxes, it’s typically federal taxes that come to mind. And for good reasons: no matter what state you live in, federal taxes are unavoidable. But where you live still matters. In fact, your state of residence can play a meaningful role in how much of your wealth you ultimately keep over time.

As we reach the halfway point of the year, it’s remarkable how many headlines we’ve collectively lived through in just six months. War. Inflation concerns. A new Fed chairman. Shifting interest rate expectations. The largest IPO in history. Endless debates about AI, valuations, and whether markets have become too concentrated.

Learn how inflation can reduce the purchasing power of fixed pension payments and how COLAs, lump-sum payouts, and retirement income planning may affect your long-term financial strategy.

Learn how inflation can reduce the purchasing power of fixed pension payments and how COLAs, lump-sum payouts, and retirement income planning may affect your long-term financial strategy.