The close of the year provides an opportunity for investors to step back and consider the wider financial landscape. This week, we’re reviewing some key issues that defined 2018, as well as some factors that may influence [...]
Some New Year’s resolutions are more realistic than others. A realistic goal for everyone is to make a financial calendar for the upcoming year. This should include universal deadlines such as April 15th, and dates particular to [...]
Once all the presents are all unwrapped and the tree is taken down, it’s important to think about the upcoming year and your future. Will 2019 be your retirement year? For some, retirement comes at a milestone. [...]
Last week, domestic markets had some of their worst performance in 10 years.[i] The S&P 500 lost 7.05%, the Dow declined 6.87%, and the NASDAQ dropped 8.36%. All three indexes have now lost at least 8% in 2018.[ii] On [...]
As I wait for the ball in Time Square drop to kick off the start of the new year, I can’t help but think of the changes that will come in the next decade, especially with regards [...]
SITREP: n. a report on the current situation; a military abbreviation; from "situation report". The very big picture: In the "decades" timeframe, the current Secular Bull Market could turn out to be among the shorter Secular Bull [...]
Some people choose to delay retirement into their late 60s, however, at age 62 you are eligible to start collecting Social Security benefits, and if you’ve prepared well for retirement, retiring early might make sense. Although it [...]
While it’s easy to get caught up in the holiday spirit, running out to grab last minute gifts, baking dozens of gingerbread men and trimming your tree, don’t forget about your retirement plan. The end of the [...]
Last week brought more volatility to the markets. While domestic indexes had some rallies as positive trade news emerged earlier in the week, by Friday, December 14, they had erased any gains. The last time major U.S. [...]
When you’re young, you can get away with handing out cards drawn with colorful crayons as your go-to gift, but when you get older, your shopping list grows, and you have to learn how to stretch your [...]
