Elite Financial Partners

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HOT TOPIC: Geopolitics and the U.S. Financial Markets

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.
Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
Foreign Stocks Outperformed in 2025

Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.
HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

Credit Card Debt

How Long Will It Take to Pay my Balance?
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Disability Income Insurance

How much Disability Income Insurance do you need?
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.