Picture this: Jim and Linda, both 67, just retired after decades of hard work. They planned carefully, saved consistently, and looked forward to enjoying their golden years. But then came a market downturn. Suddenly, their portfolio dropped [...]
Whether you’re checking your account balances, planning your next adventure, or enjoying a well-earned retirement, markets move... and with it, your account values may as well. Recent market volatility, driven by the Federal Reserve’s announcement to slow [...]
In August of 2024, the financial world was abuzz with discussions about the Japanese carry trade and its impact on global markets. For retirees and those nearing retirement, understanding these developments may help you understand why markets [...]
When interest rates start trending lower, many of my clients come to me with questions about income-generating investments, like dividend-yielding stocks. Depending on your risk tolerance and long-term goals, dividend-yielding stocks may play a role in your [...]
What’s the difference? What do these terms mean for you? The COVID-19 outbreak has put tremendous pressure on stock prices, prompting some investors to blindly and indiscriminately sell positions at a time when the entire market is [...]
During this period of volatility, many are asking where the economy is headed. As the coronavirus affects the U.S. financially and socially in a way previously unseen, lawmakers are acting to boost the economy, and analysts are [...]
By Sarah Brenner, JD IRA Analyst The coronavirus has been wreaking havoc on markets and millions of retirement account balances have suffered significant losses. This has left many IRA owners looking at lower account balances after several [...]
If the state of the market has caused you to worry, you’re probably not alone. The coronavirus and falling oil prices have caused many to panic. In times of uncertainty, it can be easy to make knee-jerk [...]
Planning for retirement is never a "set it and forget it" activity. There are unexpected disasters, market drops, and changing laws that invariably cause retirees to reevaluate their plans of action. Recently, market volatility and the Federal [...]
The events over the last few weeks remind us that no one can predict the ups and downs of the stock market. While there’s abundant information out there to reference so you can make informed decisions, there’s [...]
