Helping You Enjoy Your Wealth Today Without Having to Worry About Running Out Tomorrow
You’ve worked too hard for too long to not enjoy what you’ve built. We strive to help retirees and those making their exit to maximize income and minimize taxes so they can maximize living.
Breathe Easy – You’re at Exit 59
Our firm’s name—Exit 59 Advisory—is a metaphor for life’s journey. Our favorite Exit 59 is off I-95, a busy highway along the East Coast, to Guilford, Connecticut. Driving into the quaint town, you catch sight of the dense woods and inhale the salty sea air. As you clear the woods, an expansive waterfront appears seemingly all around you. Life immediately slows down.
To us, I-95 represents your working life. It’s a long journey filled with ups and downs, twists and turns, starts and stops. But when you reach Exit 59, you can relax and breathe easy, knowing you’ve made it. Likewise, at Exit 59 Advisory, our goal is to give you the confidence necessary to truly enjoy your freedom.
Insights
Risk awareness and diversification 2.0 taking root
The S&P 500 finished the month down 0.8%, bringing year-to-date returns to 0.7%1. During our Crystal Ball Outlook, we outlined 2026 as the year of “Risk Awareness and Diversification 2.0 (RAD),” calling for broader leadership across the market, not just within the...
Déjà vu starting to play out
“Déjà vu confirms a faithful path worth taking.”– T.F. Hodge Folks familiar with me know I like to use themes when discussing my economic and capital market views. I tend to view the economy (and much else in life) in a historical context. Why? Just because this is a...
Decent Q4 makes it three straight years of double-digit returns. How about four in a row?
We wouldn’t call it a scorching Santa Claus rally, but the S&P 500 was able to hang on and post a positive total return of roughly 2.7% in Q4 2025. This put a nice cherry on top of another solid year for US equity investors. In calendar 2025, the S&P 500...