We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.
Read more in Global Insight Monthly
Like most people, you probably have a lot of questions about the role Social Security will play in your retirement. The answers to these questions depend largely on your earning history and when you plan to start taking benefits. Understanding the concepts behind Social Security can help you make well-informed decisions that will optimize the amount and timing of your benefits and the impact on your overall retirement plan. For more information, review the Social security fundamentals white paper or contact us to discuss your retirement plan.
Please contact us to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail. Contact Tracey Ledda at (888) 947-3321 today to set up a meeting.
Learn more about the Sargenti-Pace Wealth Management Group.
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Global insight monthly
The rally in 2025 and throughout the longer bull market cycle has been uneven, with the largest of large-cap stocks dominating. Key charts illustrate this phenomenon, and we discuss how to factor this into portfolio strategies.