The last two months have brought continued market volatility to both stocks and bonds. It can be hard to stomach at times, yet it’s also expected. The long-term investor knows that markets on average, go up 7 out of...
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Gridlock is Good for the Markets The markets asked, and they received. U.S. stocks rallied today after the midterm election results came in about as expected. Investors were bullish following the results due to the belief that gridlock...
We had the pleasure to meet one on one with a large institutional investment company and their international investment team. The investment team travels the world, primarily based in Europe, looking for opportunities to invest in. He spoke...
Job numbers were released earlier this month, and it was another month, 92 consecutive months to be exact, of positive job creation in the U.S. economy…hip, hip, hooray! The good news is that unemployment is down to a near-record...
Did that headline get your attention? There are hundreds of distractions around us every minute of the day. It used to be just billboards along the highway, a few advertisements between your favorite radio songs, or those dreaded commercials...
You’ve seen the headlines, you’ve heard the talking heads, you likely have negative feelings when you see the term blasted across the front page of the business periodicals. Markets have been swinging wildly in 2018. Things started off great...
There is a new change for 2018 with the Medicare Access and CHIP Reauthorization Act. This act lowered the threshold on which Medicare recipients pay an Income Related Monthly Adjustment Amount (IRMAA) to their Medicare part B premiums. Previously,...
Many people are ready to make the transition to retirement. They envision living a less stressful, carefree lifestyle. Where they can be adventurers, live next to the ocean, hear the waves crash. Enjoy the warm sunshine, swim in the...
How much can retirees withdraw from their nest egg each year? This is a question that many thought was answered by the 4% rule, first articulated by Bill Bengan in 1994. Bengan is a retired financial planner from Southern...
Whether you’re already retired or thinking about retiring within the next few years, a second act might be on your mind. Have you given thought to what you’ll spend your time on in retirement? Many older adults view retirement...