Insights

Last week’s sharp market selloff has renewed concerns about how long the AI investment boom can last. Investors appear to be reassessing the sustainability of the AI trade, with crowded positioning and forced selling likely amplifying the recent volatility.

Before rolling over your 401(k), consider whether you could be overlooking a valuable tax opportunity. Net Unrealized Appreciation (NUA) may allow qualifying retirees with appreciated employer stock to benefit from more favorable capital gains tax treatment. Georgia Lord, Head of Financial Planning at Corbett Road, explains how this strategy works, who may benefit, and why careful planning before a rollover is essential.

Markets took investors on a bit of a roller coaster ride last week! Post-election uncertainty and concerns surrounding the technology sector, particularly AI, contributed to a broad market sell-off. While a stronger-than-expected jobs report helped spark a late-week rebound, major market indexes still finished the week lower.

Retirement planning should account for both spouses' financial futures. Discover how Social Security survivor benefits work, why claiming decisions matter, and what couples can do to help protect the surviving spouse's retirement income.

The major indexes finished the week lower, with tech and AI shares bearing the brunt of the sell-off. The small caps of the Russell 2000 closed the week higher. Among the market sectors, only communication services and information technology closed the week lower. Energy and health care outperformed. As investors moved from risk, Treasury yields fell on rising demand for government bonds. Crude oil prices moved little during the week and remained firmly above $100.00 per barr

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Federal employees have access to valuable retirement benefits, but making the most of them requires careful planning. Will Cunningham, Senior Wealth Manager at Corbett Road, outlines five common retirement planning mistakes to avoid, including overlooked healthcare costs, TSP withdrawal decisions, and tax considerations.

U.S. stocks ended a jittery week mostly lower. AI-related tech stocks, which have dominated the market for much of the year, sold off sharply on Thursday, largely due to corporate borrowing and overspending concerns. Investors moved away from tech to more value-driven sectors this week, such as health care, financials, and utilities.