Insights

How could an extended need for long-term care affect your retirement income and investment portfolio? Camilla Carvalho, Wealth Manager at Corbett Road, discusses how long-term care planning fits into a comprehensive retirement strategy and examines options for managing these potential expenses while working toward your long-term financial goals.

Wall Street experienced a week marked by volatility, with big tech and AI stocks faltering after carrying the market for much of the year. Concerns about overvaluations drove investors from semiconductor and AI shares.

The choice between gifting assets during your lifetime and passing them to heirs through your estate involves more than estate taxes. Georgia Lord, Head of Financial Planning at Corbett Road, explains how cost basis, gifting rules, retirement accounts, and state tax considerations can shape a wealth transfer strategy.

The surge in Treasury yields reflects a stronger economy and higher borrowing demands rather than a significant increase in long-term inflation expectations. While rising rates have weighed on bonds and interest-rate-sensitive sectors, corporate earnings remain strong, credit markets show little evidence of widespread stress, and today’s yields are not historically unusual.

A strong finish on Friday helped U.S. equities close last week on a positive note. Despite the end-of-week rally, stocks experienced significant volatility as investors swayed between optimism over potentially strong corporate earnings versus concerns over elevated Treasury yields and sticky inflation.

Learn how Social Security benefits are calculated, including your highest 35 years of earnings, claiming age, benefit formula, and strategies for retirement income planning.

Wall Street saw an uptick in volatility last week, resulting in a mixed performance among the major market indexes, despite a Friday rally that reduced the week's losses. Investors weighed pressure from high Treasury yields and concerns about inflation against optimism that a weakening labor market might forestall another Federal Reserve rate increase.

Federal employees have multiple retirement benefits available to them, but the greatest value comes from understanding how those benefits work together. Explore key considerations for coordinating your FERS pension, TSP, Social Security, healthcare, taxes, and estate plan for retirement.