Let’s be real: it has been a very, very long time since we have had to have this sort of conversation. There’s really no other way to put it, though: things are straight up booming right now!

If you do not want to worry as a senior, there are some key steps to take as early as possible in your working life. With proper financial planning you can enjoy life as a retiree with no money worries.

KEEP CALM AND RALLY ON!

You’d be right to suspect that – as usual – a very different working title originally was queued up to open this quarter’s piece. Truth is, my first impulse was to go with a rousing chorus of Life of Brian’s “Always Look on the Bright Side of Life,” as I could imagine no more fitting salute to 2020’s swirl around the toil…

HISTORY IN THE MAKING

It’s not very often you can use a headline like that comfortably, without feeling as though you need to second-guess yourself; quite frankly, in light of everything we’ve had to go through to get to this point, that’s just fine with us! We feel quite confident, however, applying this particular lens to our current global circumstances.

Many Americans fail to understand the basics about many areas of retirement planning. Americans can use more education about retirement income planning and investment management.

You might be shocked to see what the median income currently is for retirees. As you move forward towards your own retirement, consider what you might be able to expect (or not expect) from Social Security, and be aggressive with your own savings.

During these uncertain times, plan sponsors are feeling more pressure to ensure their retirement plans are getting the attention they need. However, company executives and HR professionals struggle with being able to spend adequate time on retirement plans, leading to more consideration for outsourcing these fiduciary responsibilities.

The current environment is challenging for many people. Retirement priorities are changing. Educating yourself on how tax laws and retirement account choices will impact your future is a great way to get ahead of the game.

The financial literacy pandemic is very much apparent today. Financial education can contribute to resolving many of the difficulties plaguing America.

The classic retiree portfolio mix of low-risk, fixed-income products that return reliable income is all but over. Retirees will have to consider a different portfolio mix if they want their retirement holdings to keep up with inflation and produce income.

If you search for an investment term on the Internet, you often end up with an alphabet soup of complex financial terms. A better entry point can be picking up a book by an expert who thoughtfully and sequentially presents and explains financial concepts and investing topics.

An estate plan is a very important aspect of life that will greatly benefit your loved ones. Here are six essential estate planning documents that will ensure your family won’t have to worry when you’re gone.

ISN’T THIS WHERE WE CAME IN? The title with which I was originally tempted to open this quarter’s piece was “What a Long, Strange Trip It’s Been!”, one that (those of you keeping score will know) we have actually used before – specifically, in our 2016 year-end wrapup. Seriously: what better way to encapsulate THAT rollercoaster ride of a year?! We had to be witnessing the peak in uncertainty, volatility, and insanity, right?? Or so we thought!

The COVID-19 pandemic and, more pointedly, the drastic measures that have been enacted in an effort to contain

It wasn’t a pretty week for the market. While some investors are concerned, however, others (like us) may

Laying out the blueprint for this quarter’s commentary in late-December, the first thing I did was promise

With the third quarter point rate cut to the Federal Funds Rate since the end of July, what is the Fed now

If you do not want to worry as a senior, there are some key steps to take as early as possible in your working life. With proper financial planning you can enjoy life as a retiree with no money worries.

Actually, as far as the global economic data is concerned, it can, it is, and it probably will continue to get

Review your estate plan now while you have time, and set up a call with your attorney to discuss any questions you may have. Making important changes now will benefit you and your loved ones down the road.

Given a continued global economic slowdown within what we view as a late-cycle expansion, we continue to monitor closely

You certainly could be forgiven for having overlooked the event itself; we are, after all, talking about mere basis points

Incorporating international equities into a portfolio has long been considered best practice to achieving investors’ goals.

While even this summer’s most action-packed blockbuster will ultimately deposit a physically- and emotionally

Market stress levels have risen considerably over the past month or so since Presidential tweets first began to make clear

On Sunday May 5th, President Trump announced on Twitter that trade talks between the US and China had stalled because

Having closed out 2018 with one of its worst quarterly showings since the financial crisis, the ongoing bull market

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It was not so very long ago that we had become accustomed to beginning our end-of-year commentary with

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