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Don’t Let a Trade War Derail Your Retirement Goals

The words “trade war” are enough to rattle markets — and for good reason. When countries spar over trade policies, businesses and investors typically bear the brunt of the impact first. Lately, headlines surrounding US-China relations have reignited concerns. This article won’t dissect the politics of trade disputes, but it will help you understand their implications on inflation, corporate margins,...

By: Carter Kilman | April 22, 2025

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Comparing SEP IRAs and 401(k)s: Which Retirement Plan Makes the Most Sense for You?

Comparing SEP IRAs and 401(k)s: Which Retirement Plan Makes the Most Sense for You?

The Power of Noise: Navigating Media-Induced Market Hysteria

The Power of Noise: Navigating Media-Induced Market Hysteria

Understanding Irrevocable Trusts: A Powerful Estate Planning Tool

Understanding Irrevocable Trusts: A Powerful Estate Planning Tool

Your Investments Can’t Save You: How Poor Financial Habits Destroy Retirement Dreams

Your Investments Can’t Save You: How Poor Financial Habits Destroy Retirement Dreams

Average Annualized Returns (net of fees)

Performance through December 31, 2024

Linden Thomas & Co. US All Cap Quality Growth 150 Index
Linden Thomas & Co. Mid Cap Consistent Value Index
Linden Thomas & Co. Earnings Focused Core Value Index

Linden Thomas & Co. All Cap Quality Growth 150 Index (net)

2024

32.06%

2 Year

37.75%

3 Year

9.78%

Since Inception

13.13%

Monthly "since inception" data beginning 6/1/2020

Linden Thomas & Co. Large Cap Quality Growth Index (net)

2024

30.33%

2 Year

35.48%

3 Year

7.25%

5 Year

17.04%

Since Inception

13.62%

Monthly "since inception" data beginning 8/1/2019

Linden Thomas & Co. Mid Cap Consistent Value Index (net)

2024

20.19%

2 Year

18.97%

Since Inception

13.96%

Monthly "since inception" data beginning 3/1/2022

*All returns as of 12/31/24. You cannot invest in an actual index.

The Hidden Medicare Surcharge: How IRMAA Can Impact Your Retirement Budget

Planning and Behavior: Why Even the Best Financial Plan Can Fail

3 Factors of Compounding: Upside, Downside, and Recovery

What Does the Market Hate? Uncertainty!

Navigating Market Declines: Understanding the Phases of a Down-Market

Why Investors Shouldn’t Panic When Bond Prices Fall

Stagflation: What It Means for Your Portfolio and How to Navigate It

For Kids: How to Save Money

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