Happy Friday!

Rising household costs are eating into the retirement savings of Americans.

Also, did you know that there are mistakes that investors can’t undo when it comes to their individual retirement accounts?

We will cover those topics and more in today’s edition of Weekly Digest…

In case you missed out, here are the articles we published over the past few days: 👇

➡️ Cheap drones are reshaping defense budgets… and this trend could create new opportunities across the broader defense supply chain.

➡️ This credit bureau has a history of delivering strong returns. However, its current valuation suggests investors are adopting a more balanced view of its future performance.

➡️ Before Geico was a household name, it was a small insurer that few people thought about. In the late nineties, one advertising bet changed that, and it offers lessons for financial advisors

➡️ Personalization gets your email noticed. This next step gets it answered. Here’s what financial advisors should do next once the basics are covered.

Meanwhile, here are other pieces of news and information you might find interesting:

• Investors aren’t immune from making individual retirement account-related mistakes, especially those that can’t be undone. Here is a list of those mistakes.

• The rising cost of living is negatively impacting retiree savings, according to Goldman Sachs’ latest research on the topic.

That’s all for today’s Weekly Digest. See you next week!

Best regards,

Joel Litman & Rob Spivey
Chief Investment Officer &
Director of Research
at Valens Research

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