LongView Planning Partners

The Biggest Risks Threatening This Highflying Stock Market Despite plenty of tailwinds, some investors still see causes for concern.

Get a free guide on how long-term planning — not emotion — can be a better path to the future you want. Then let’s talk.

https://bit.ly/4xOvmhg

Armed With AI, Investors Are Second-Guessing Financial Pros. Advisors Welcome It. Many advisors say they are happy for clients to educate themselves about financial matters, but the advice they get from AI chatbots is often wrong.

SpaceX’s IPO is a display of Musk’s dominance His unrivalled grip on the public imagination has transmuted into Wall Street gold.

U.S. equities moved higher last week as easing geopolitical tensions and lower energy prices helped steady the market. Fixed income was mixed, with longer-term yields dipping as inflation concerns eased, while strong consumer activity and the Fed’s steady stance remain key themes to watch. Read this week’s market perspective to learn more.

hsl-pnw-downloadable-files.s3.amazonaws.com

How Much Cash Should You Hold in Retirement? Understanding how much cash to hold during your retirement can be a delicate balance.

AI is disrupting investment The technology is leading to a fundamental shift in the way investors allocate funds and diversify risks across every asset class.

We’re All on Starship Elon Now SpaceX is coming to a mutual fund or 401(k) near you.

With IPO activity picking up and valuations reaching eye-catching levels, it’s worth taking a closer look at what’s driving the current market environment—and what may already be priced in. This quick read from Daken Vanderburg, Chief Investment Officer MassMutual Wealth Management, explores the risks and realities behind today’s IPO surge. If you have questions about how this could connect to your broader strategy, let’s talk.

https://bit.ly/4xBdDtw

The great bond and equity conundrum Financial logic has been stood on its head as yields buck decades-long trends.