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6 Savvy Insurance Moves Wealthy Clients Can Make in 2026
Published on December 4, 2025
Risk appetite among high-net-worth individuals has dropped sharply over the past several years.
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Market Valuation: Is the Market Still Overvalued?
December 3, 2025
Here is a summary of the four market valuation indicators we update on a monthly basis.The Crestmont Research P/E ratioThe cyclical P/E ratio using the trailing 10-year earnings as the divisorThe Q ratio, which is the total price of the market divided by its replacement costThe relationship of the S&P composite price to a regression trendline
IRS Mentions Annuities in New Trump Baby Account Regulation Notice
December 4, 2025
Officials also talked about the kinds of nonbank entities that can act as account trustees. Related StoriesSecurities America to Pay $3M Over Mutual Fund SwitchesIRS Issues Trump Account GuidanceVanguard to Add TIAA Annuity Option in Employer Plans