Thoughts on the State of Michigan Retirement Plan, SpaceX Stock, and Upcoming AI IPOs David Shotwell July 8, 2026 The SpaceX initial public offering has captured a lot of attention over the last month, and every day retirement investors
Tags fiduciary financial advisor S5E13 – Health Insurance in Retirement for State of Michigan Employees David Shotwell June 16, 2026 Health insurance is one of the biggest retirement planning questions for State of Michigan employees. The rules can be complicated,
Lifeboat Drills: Financial Planning in the Good Times srb June 13, 2025 This article was also published in TheStreet.com Overall, the stock and bond markets have been very strong since late 2022,…
First Quarter 2025 Market Commentary and Economic Outlook srb June 13, 2025 The first quarter of 2025 started strong but saw US markets reverse course as the Trump administration’s tariff policies grabbed…