Latest Insights

Gold’s regime change?

The longstanding inverse relationship between gold and real interest rates seems to have broken down, suggesting new forces—central bank buying, geopolitical uncertainty, and portfolio diversification—have a larger role in driving demand.

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A comfortable retirement starts with a personal income plan

Worried about outliving your savings? Learn how annuities can provide guaranteed income and stability in your wealth plan

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Giving while living: How to start gifting assets during your lifetime

Lifetime gifting can be a useful wealth transfer strategy to mitigate taxes and help heirs.

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Another round of the Fed’s waiting game

Inflation remains calm in 2025, but tariff-related price hike concerns have kept the Fed sidelined. We look at the Fed’s commentary, the impact of market forces and political pressure on yields, and the probability of rate cuts before year’s end.

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U.S. debt: Changing facts, updating views

The U.S. government’s fiscal outlook can no longer be ignored.

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