Is your financial advisor truly acting in your best interest? In this first episode of Wealth Defense 101, Ed Mahaffy explains the difference between fiduciary and hybrid advisors—and how to spot potential conflicts before they cost you.
Retirement isn’t just a milestone, it’s a transition that comes with real risks many people don’t see coming. One of the most critical is the “retirement transition trap”—a short window where market downturns and withdrawal timing can have a lasting impact on your financial future. In this video, Ed breaks down sequence-of-return risk and why timing matters just as much as returns when you shift from saving to generating income.
Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.
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The Week In Perspective combines market activity, financial events, commentary and analysis for individual investors—Check-in weekly for the most current happenings.
Fed rate cuts are coming, but long-term bond yields aren’t budging. Here’s our take on why the bond market is resisting and what that could mean next.
![Week In Perspective | Stocks Mixed; Fed Makes a Move [15-December-25] Thumbnail](https://static.twentyoverten.com/content/featured/121525-wip-featured.png)
The Week In Perspective combines market activity, financial events, commentary and analysis for individual investors.