Mar 6, 2025 | Financial Planning, Retirement Income Planning
Will your savings last as long as your retirement? It’s a pressing question that keeps many Americans awake at night – and for good reason. The changing political, economic, and market environments can all impact retirement plans. A record number of people...
Mar 3, 2025 | Markets, Retirement Income Planning, Risk Management
Monthly Market Update – February 2025 February was a volatile month for stocks. Tech continued the selloff that started in late December, with the Magnificent 7 falling 8.1% in the month. Tariffs and inflation fueled worries about growth as the new Trump...
Feb 13, 2025 | Business Owner Planning, Investment Planning, Markets, Retirement Income Planning, Risk Management
Market cycles are a natural part of investing, but deep drawdowns can have a lasting impact on portfolio growth—especially for retirees and those nearing retirement. Understanding the historical patterns of market declines and recoveries is crucial for managing risk...
Dec 10, 2024 | Financial Planning, Investing, Investment Planning, Retirement Income Planning
Just like the famous writer Balzac once said, “our worst misfortunes never happen, and most miseries lie in anticipation.” This perfectly describes what happened in 2024. Many people worried about the economy crashing, the stock market falling, and...
Oct 23, 2024 | Financial Planning, Investment Planning, Retirement Income Planning
For those in or approaching retirement age, there is nothing more important than building a portfolio that can support a long, fulfilling retirement. Given the difficult inflationary conditions of the past few years, the risk that worries most retirees continues to be...
Feb 14, 2024 | Financial Planning, Investing, Investment Planning, Retirement Income Planning, Risk Management
The S&P 500 index recently closed above 5,000 and set a new all-time high, less than three years after it first crossed the 4,000 mark. While some are understandably nervous any time the market is near record levels, investors also tend to grow more bullish as the...
