Edelman Financial Engines

03/07/2025

U.S. large-cap stocks had been used to being king of the hill. Then came 2025. Who knew European stocks would steal the crown? How long will their reign last, and what does this mean for your portfolio?

Our Chief Investment Officer, Neil Gilfedder, gives his take. https://ow.ly/1vHG50WkrOS

10/06/2025

Our Chief Investment Strategist, Katie Klingensmith, joined Jean Chatzky on the HerMoney podcast to talk about exactly what’s happening in today’s economy — and how we can all prepare our finances for whatever comes next.

Moody’s downgrade. Rising interest rates. Lipstick sales and banana prices as economic signals? This week, we sit down with Katie Klingensmith, Chief Investment Strategist at Edelman Financial Engines, to unpack what’s really going on with the economy and how it impacts your money. From home buy...

05/06/2025

U.S. Treasuries are still safe—but rising deficits mean investors are starting to flinch. No crisis yet, but the cost of borrowing is rising and the world is paying attention.

Learn more here: https://ow.ly/n5Fq50W4RUv

30/05/2025

Doubt the bond market at your own risk. ⚠️ When tariff fears rocked stocks, U.S. Treasurys reminded us why they’re still the world’s go-to safe haven. The bond market isn’t just big—it’s powerful. 💪

Read more on how the bond market flexed its muscle this spring – and why investors should never underestimate it: https://ow.ly/J50R50W11Rp

29/05/2025

In 2023, the average retiree spent $57,866 per year on average! Were you close? Remember, retirement isn’t a vacation—it's a budget. The general rule of thumb is that retirees spend about 80% of their current income in retirement.

Understanding the costs you’ll personally face is essential for having the dream retirement you’re looking for. Here’s what you should know: https://ow.ly/TZ2P50W18O1

18/04/2025

2025’s market turbulence has investors reaching for the seatbelt. But reacting emotionally in a downturn could send your portfolio into a tailspin ✈️

In our latest Market Insights article, Chief Investment Officer Neil Gilfedder breaks down four charts designed to help keep you steady when the market feels anything but. From the importance of staying invested to the long-term power of diversification, this is guidance grounded in facts—not fear.

Read more: https://ow.ly/507M50VCVv9

15/04/2025

Some sage advice from financial planner Mike Krowe: there are no bad questions — unless you’re asking your planner’s advice *after* you made a costly financial decision.

So many of us believe the advice that you don’t want to have a mortgage in retirement, but there are many circumstances where holding onto your current home makes a lot more sense than selling. Click the link in our bio to check out this full episode on our YouTube channel — new episodes every other Thursday!

10/04/2025

Listen: there’s a lot that’s beyond your control when it comes to investing. But why leave your gains in the hands of an unpredictable tenant? Real estate can certainly be a healthy part of a diversified portfolio, but sometimes, all the effort is just not worth the ROI.

Click the link in our bio to check out this full episode of “Ask The Planners” on our YouTube channel — be sure to subscribe so you never miss an episode!

08/04/2025

So far, 2025 has excelled in one thing: uncertainty. Whether it’s tariffs, tax policy, geopolitics, inflation or the direction of interest rates, if there is one thing that fuels market volatility, it’s uncertainty. So how should you react?

Our Chief Investment Officer Neil Gilfedder explains how diversification—and specifically the “right” diversification—can help protect your portfolio in today’s market volatility.

Read more in our latest Market Insights article: https://ow.ly/IreM50VuVKx

Discover why the right diversification is key to navigating market uncertainty. Learn how a well-balanced portfolio can help manage risk and optimize returns..

27/03/2025

Have you always dreamed of traveling cross-country in an RV during your retirement? Or moving to the quiet beachside town of your dreams? In this episode of “Ask The Planners,” our financial experts dive into what it will take to make those dreams a reality — and what to consider to help make sure you will *actually* love that vision of retirement in the long run.
Click the link in our bio to check out this full episode on our YouTube channel.