Jan 14, 2019 | Market Improvement, Money and Aging, News, Pension Parameters, Planning for Longevity, projecting retirement, Retirement Creativity, US stocks
The final quarter of 2018 had the feel of the highly volatile first quarter. The year began with enthusiasm as lower taxes sent stocks to all-time highs. This euphoria quickly subsided and morphed into a rapid 10% correction. Entering the fourth quarter, major U.S....
Oct 2, 2018 | Market Improvement, Money and Aging, News, Pension Parameters, Planning for Longevity, projecting retirement, Retirement Creativity, US stocks
MARKET UPDATE: THIRD QUARTER 2018 U.S. stocks notched their best quarter since 2013, buoyed by strong corporate earnings and economic growth and are entering the final three months of the year just below their records. The S&P 500 gained 7.2% in the third...
Aug 11, 2016 | Market Improvement, Retirement Plans, Tax Planning and Deductions
“If you’re among the 10.6 million Americans who are self-employed, you know that being your own boss brings some serious rewards,” writes Dara Luber in a first-rate piece for thestreet.com. “Steering your own vessel gives you a freedom and control that just...
Aug 3, 2016 | Market Improvement, Retirement Plans
What’s the status of the housing market? According to an Associated Press story that we read on finance-commerce.com, “Americans bought more homes in June, the fourth straight monthly gain as the sales rate reached its highest level in more than nine years.” Other...
Nov 23, 2015 | Asset Allocation, Market Improvement, Planning for Longevity, Risk and Rewards
“You’ve likely heard it all before: Stocks always go up in the long run; buy and hold; ignore the day-to-day volatility; invest early to capitalize on the magic of compounding; don’t let fear cloud your financial judgment,” writes Anthony Mirhaydari in an...
Sep 28, 2015 | 401k, Market Improvement, Pension Parameters, Retirement Plans, Risk and Rewards
How well has that 401(k) been working for you? As Nick Thornton writes in an interesting benefitspro.com piece, “updated research from the non-profit Employee Benefits Research Institute, a leading analyst of the defined contribution market, shows that savers who have...
