ArcVest Daily Markets & Retirement

Today on ArcVest Retirement Daily: Long-term versus short-term rates, the zero-percent capital gains bracket retirees can often use, tax-loss harvesting in retirement, mutual fund capital gains distributions, and the step-up in basis at death. Educational content only - not investment advice. https://arcvest.com/

ArcVest Daily Markets - May 7, 2026 10:00 AM EST | Every trading day, Erik Cooper breaks down US and global equity markets, Treasury yields, commodities, private markets, and the top business headlines - all through the lens of evidence-based, fiduciary investing. ArcVest is a registered investment adviser. Not investment advice.

Today on ArcVest Retirement Daily: Why the conventional "taxable first, tax-deferred next, Roth last" is often wrong. The tax-bracket-management approach using a blend of account types each year to keep you in a lower bracket and avoid IRMAA. Educational content only - not investment advice. https://arcvest.com/

ArcVest Daily Markets - May 6, 2026 10:00 AM EST | Every trading day, Erik Cooper breaks down US and global equity markets, Treasury yields, commodities, private markets, and the top business headlines - all through the lens of evidence-based, fiduciary investing. ArcVest is a registered investment adviser. Not investment advice.

Today on ArcVest Retirement Daily: The SECURE Act 2.0 RMD age rules, how distributions are calculated, why they grow over time, the Roth exception and the inherited Roth trap, and the Qualified Charitable Distribution for giving RMDs to charity tax-free. Educational content only - not investment advice. https://arcvest.com/

ArcVest Daily Markets - May 5, 2026 10:00 AM EST | Every trading day, Erik Cooper breaks down US and global equity markets, Treasury yields, commodities, private markets, and the top business headlines - all through the lens of evidence-based, fiduciary investing. ArcVest is a registered investment adviser. Not investment advice.

Today on ArcVest Retirement Daily: The mechanics of pay-tax-now to get tax-free-later. The gap-year strategy, how to calculate the optimal conversion amount, who benefits most, who should not bother, and the common mistake of converting so much you trigger IRMAA. Educational content only - not investment advice. https://arcvest.com/

ArcVest Daily Markets - May 4, 2026 10:00 AM EST | Every trading day, Erik Cooper breaks down US and global equity markets, Treasury yields, commodities, private markets, and the top business headlines - all through the lens of evidence-based, fiduciary investing. ArcVest is a registered investment adviser. Not investment advice.

Today on ArcVest Retirement Daily: The Tax Cuts and Jobs Act sunset, in plain English. What happens to brackets and the standard deduction, what it means in real dollars for typical retiree incomes, and how to plan for the worst case while hoping for the best. Educational content only - not investment advice. https://arcvest.com/

ArcVest Daily Markets - May 1, 2026 10:00 AM EST | Every trading day, Erik Cooper breaks down US and global equity markets, Treasury yields, commodities, private markets, and the top business headlines - all through the lens of evidence-based, fiduciary investing. ArcVest is a registered investment adviser. Not investment advice.

Today on ArcVest Retirement Daily: The insurance most retirees underbuy: umbrella liability. Plus homeowner's and auto adjustments in retirement, whether disability still matters, and the underappreciated lawsuit exposure that comes with a visible nest egg. Educational content only - not investment advice. https://arcvest.com/

ArcVest Daily Markets - April 30, 2026 10:00 AM EST | Every trading day, Erik Cooper breaks down US and global equity markets, Treasury yields, commodities, private markets, and the top business headlines - all through the lens of evidence-based, fiduciary investing. ArcVest is a registered investment adviser. Not investment advice.

Today on ArcVest Retirement Daily: A decision framework for retirees: when coverage is still essential, when it is not, whole-life and universal policies you should keep versus surrender, and the second-to-die concept for estate planning. Educational content only - not investment advice. https://arcvest.com/

ArcVest Daily Markets - April 29, 2026 10:00 AM EST | Every trading day, Erik Cooper breaks down US and global equity markets, Treasury yields, commodities, private markets, and the top business headlines - all through the lens of evidence-based, fiduciary investing. ArcVest is a registered investment adviser. Not investment advice.

Today on ArcVest Retirement Daily: The actual probabilities, what Medicare does and doesn't cover, and the four real options: traditional LTC insurance, hybrid life/LTC policies, self-insuring, or Medicaid planning. Honest about why the traditional insurance market is broken. Educational content only - not investment advice. https://arcvest.com/

ArcVest Daily Markets - April 28, 2026 10:00 AM EST | Every trading day, Erik Cooper breaks down US and global equity markets, Treasury yields, commodities, private markets, and the top business headlines - all through the lens of evidence-based, fiduciary investing. ArcVest is a registered investment adviser. Not investment advice.

ArcVest Daily Markets - March 31, 2026 | Every trading day, Erik Cooper breaks down US and global equity markets, Treasury yields, commodities, private markets, and the top business headlines - all through the lens of evidence-based, fiduciary investing. ArcVest is a registered investment adviser. Not investment advice.

Today's briefing on markets, rates, private credit, commodities and global business news from ArcVest. Not investment advice. https://arcvest.com/

Today's briefing on markets, rates, private credit, commodities and global business news from ArcVest. Not investment advice. https://arcvest.com/

Today's briefing on markets, rates, private credit, commodities and global business news from ArcVest. Not investment advice. https://arcvest.com/