Have you noticed how often we talk about planning? We are all busy planning trips, making plans for our busy week ahead, and even planning what to eat for dinner. The headlines are full of plans in motion too....
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Staying the Course Investors tend to see short-term volatility as the enemy. Volatility may lead many investors to move money out of the market and “sit on the sidelines” until things “calm down.” Although this approach may appear to...
The federal reserve meets again later this month to make a decision about interest rates. There are 8 scheduled meetings each year; this will mark the 6th of those 8 scheduled meetings. While most of us read about the results from headlines...
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...
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...
U.S. stocks are cresting to all-time highs, almost daily. These are the times when investors look forward to opening their monthly statement. The anticipation is high, you open the envelope (or electronic statement) and wow, is that right? Shouldn’t...
Not if, but when. Bear Markets are part of investing in the stock market. This is a fact, you must know to be ready for the worst. It helps you prepare mentally. These events should not be a surprise,...
Is the Bull market over? Are rising interest rates going to hurt bonds? What about the volatility in the Chinese stock market? Markets seem so shaky! Many people are worrying if they should do something with their investments. What...