The McMurtrey Financial Group

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

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

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.

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

We maintain our bias towards quality UK large-cap stocks trading at a valuation discount to foreign competitors and prefer short-dated Gilts and investment-grade short-duration bonds.