INVICTUS INSIGHTS

Jan 8

economic update - january 2020

In this month’s recap: As 2019 ends, the U.S. and China agree to a phase-one trade deal, and stocks, gold, and oil all advance.

Dec 4, 2019

economic update - december 2019

In this month’s recap: stocks stay in rally mode, helped by hints that the U.S. and China may be closing in on a phase-one trade deal.

Nov 11, 2019

economic update - november 2019

In this month’s recap: another rate cut from the Federal Reserve, a strong hint of a partial U.S.-China trade deal, and stocks reach record

Oct 25, 2019

end-of-the-year money moves

Here are some things you might consider before saying goodbye to 2019.

Oct 3, 2019

economic update - october 2019

September brought an economic event that was widely expected: a quarter-point cut in short-term interest rates by the Federal Reserve.

Sep 27, 2019

annual financial to-do list

What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, sa

Sep 3, 2019

economic update - september 2019

The stock market had a tumultuous August, reacting to the sudden devaluation of the Chinese yuan and the escalation of the trade dispute.

Aug 27, 2019

cash balance plans

In corporate America, pension plans are fading away. Only 16% of Fortune 500 companies offered them to full-time employees in 2018.

Aug 6, 2019

economic update - august 2019

In this month’s recap: the Federal Reserve eases, stocks reach historic peaks, and face-to-face U.S.-China trade talks formally resume.

Aug 5, 2019

a retirement fact sheet

Does your vision of retirement align with the facts? Here are some noteworthy facts about life after 50 that might surprise you.

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