Retirement Newsletter – August 2019

Thinking about leaving work a little early? The so-called “fire” movement (fire stands for financial independence, retire early) has garnered so much attention lately, even those who anticipate retiring in their sixties are wondering if they should make a sacrifice or two to exit their careers or businesses a bit earlier. A poll, commissioned by […]

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The Retirement We Imagine, the Retirement We Live

Examining the potential differences between assumption and reality. Financially speaking, retirement might differ from your expectations. Just as few weathercasters can accurately predict a month’s worth of temperatures and storms, few retirees find their financial futures playing out as precisely as they assumed. Because of this, some common financial assumptions (and anxieties) about retirement are […]

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Your Financial Co-Pilot

If anything happens to you, your family has someone to consult. If you weren’t around, what would happen to your investments? In many families, one person handles investment decisions, and spouses or children have little comprehension of what happens each week, month, or year with a portfolio. In an emergency, this lack of knowledge can […]

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Weekly Economic Update – August 12, 2019

THE WEEK ON WALL STREET Stocks spent much of last week rebounding from a Monday drop that reflected nervousness about the U.S.-China trade fight. By Thursday’s closing bell, the S&P 500 had regained all its Monday losses, but it descended again on Friday. The three big U.S. equity benchmarks finished the week lower: the S&P […]

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Wise Decisions with Retirement in Mind

The five phases of life after 50 & the considerations that accompany them. Some retirees succeed at realizing the life they want; others don’t. Fate aside, it isn’t merely a matter of stock market performance or investment selection that makes the difference. There are certain dos and don’ts – some less apparent than others – […]

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Weekly Economic Update – August 5, 2019

THE WEEK ON WALL STREET Last week, the Federal Reserve cut interest rates for the first time in more than a decade, in line with Wall Street’s expectations. Ironically, stocks had their worst week of 2019. The S&P 500 finished the week 3.10% lower. The Dow Jones Industrial Average and the Nasdaq Composite also posted […]

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Lifestyle Newsletter – August 2019

Why Reading Is Even More Relevant – If knowledge is the most-valuable currency in today’s world, then learning how to learn is an essential skill in this information-centered economy. Live Long, Stay Invested – For some baby boomers, a long retirement may mean accepting a certain level of investment risk. Picking Out the Better Proteins […]

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Weekly Economic Update – July 29, 2019

THE WEEK ON WALL STREET Last week, investors assessed earnings and the initial estimate of second-quarter economic growth, while awaiting the Federal Reserve’s next announcement about interest rates. Stocks rose for the week; particularly, tech shares. The S&P 500 gained 1.65%; the Nasdaq Composite, 2.26%. The Dow Jones Industrial Average lagged, adding just 0.14%. MSCI’s […]

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Why DIY Investment Management Is Such a Risk

Paying attention to the wrong things becomes all too easy. If you ever have the inkling to manage your investments on your own, that inkling is worth reconsidering. Do-it-yourself investment management is generally a bad idea for the retail investor for myriad reasons. Getting caught up in the moment. When you are watching your investments […]

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