Inflation Is the Reason We Invest
Key Takeaways Inflation is one of the main reasons to stay invested in retirement. The goal isn’t just growing wealth,
S5E23 — Is the AI Boom a Bubble? Inflation, Interest Rates & Q3 2026
Is the AI boom creating the next investment bubble? And what do rising interest rates, inflation, and economic uncertainty mean
Q3 2026 Market Commentary and Economic Outlook
After a strong start to the year, markets slowed during the third quarter, showing only modest gains across the broad
S5E20 – State of Michigan Employee Retirement: How to Calculate Your Retirement Income
If you work for the State of Michigan, one of the biggest retirement questions is simple: How much income will
S5E19 – Roth Conversions for MSU Employees
For longtime Michigan State University employees, retirement savings can often be heavily weighted toward pre-tax accounts. Until recently, MSU employees
S5E17 – Required Minimum Distributions Explained: RMD Rules for State of Michigan Retirees
Required minimum distributions, better known as RMDs, are an important part of retirement tax planning. Knowing when they begin is
2Q 2026 Market Commentary and Economic Outlook
The second quarter of 2026 saw a return to new market highs with global stock market returns bouncing back after
S5E16 – 2Q 2026 Market Commentary and Economic Outlook
The second quarter of 2026 saw a return to new market highs with global stock market returns bouncing back after
Thoughts on the Michigan State 403(b) Plan, SpaceX Stock, and Upcoming AI IPOs
The SpaceX initial public offering has been the talk of the retirement investing world this past month, and I can’t
Thoughts on the State of Michigan Retirement Plan, SpaceX Stock, and Upcoming AI IPOs
The SpaceX initial public offering has captured a lot of attention over the last month, and every day retirement investors