Sept. 29, 2026Partner Content
The Capital Brief
Retirement

You did everything right. Your index fund still can't sell.

You maxed the 401(k) and bought the index funds. The one thing that plan cannot do is get out of the way — and after 55, when a crash hits matters more than what you averaged.

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Insurance

Your whole life statement doesn't match the illustration. One number explains why.

Whole life is sold as safe, forced savings with a guaranteed return. The figure that decides whether it was worth it is the one figure the illustration leaves out.

Retirement Income

"Guaranteed income for life." Read who the guarantee is actually written to protect.

The annuity pitch answers the one fear that keeps near-retirees awake — outliving their money. The contract underneath it answers a quieter question: how the house stays ahead.

Capital Preservation

You moved to 'safe money' to protect your retirement. Then 2022 hit the safe money too.

Bonds, CDs, and the classic 60/40 were sold as the cautious choice — until the one year they all fell at once. Here is why the cushion you paid for wasn't there, and what a defense that does not depend on correlation looks like.

Partner Content · Presented by Nirvana Systems · OmniFunds.

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