by David C. Branch | Dec 2, 2025 | blog, David C. Branch, Finance
Planning for retirement involves more than saving money; it requires creating a strategy to generate reliable income throughout your later years. Annuities are financial products designed to provide a steady stream of income, offering retirees peace of mind and...
by David C. Branch | Dec 2, 2025 | blog, David C. Branch, Finance
Market volatility is an inevitable part of investing. Stock prices fluctuate, interest rates change, and global events can create uncertainty overnight. While volatility can feel unsettling, it also provides opportunities for disciplined investors who know how to...
by David C. Branch | Dec 2, 2025 | blog, David C. Branch, Finance
Interest rates are a key driver of financial markets, influencing everything from borrowing costs to investment returns. When interest rates rise, the effects ripple through the economy and can significantly impact your investment strategy. Understanding how rate...
by David C. Branch | Nov 6, 2025 | blog, David C. Branch, Finance
When planning for retirement, most investors focus on how much they need to save. However, just as important as the amount you save is how your savings are taxed. Tax diversification, spreading your assets across accounts with different tax treatments, can make a...
by David C. Branch | Nov 6, 2025 | blog, David C. Branch, Finance
The economy moves in cycles, shifting between periods of growth, contraction, and recovery. While these changes are a natural part of the economic landscape, they have a significant impact on investment performance. Understanding how economic cycles influence markets...
by David C. Branch | Nov 6, 2025 | blog, David C. Branch, Finance
Building an investment portfolio is just the beginning of the journey toward long-term financial success. Over time, market fluctuations can alter your portfolio’s balance, leaving you with more exposure to some assets and less to others. This is where rebalancing...
