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Month: September 2017


Create Your Own Portfolio Benchmark

September 29, 2017

An Excerpt from the Article: Much of the heavy lifting of investing centers on choosing the right assets for your portfolio. How those investments perform can influence your short-term decision-making and long-term outcomes. Choosing a benchmark to measure your portfolio’s performance against is standard practice for many investors. For example, the Standard and Poor’s 500 index…

How Much Retirement Income Should Come From Savings?

September 26, 2017

According to the Bureau of Economic Analysis, Americans’ personal savings rates are about half of the amount they once were. For the past few years, the personal savings rate has hovered around 5 percent, but that’s still significantly lower than the savings rate from 1950-2000, which averaged 9.8 percent.1 For many retirees, a big concern…

Potential Reasons to Put the Retirement Countdown on Hold

September 19, 2017

Retirement is still something most people look forward to, but over the years, some of the reasons for anticipation have dwindled. During the industrial age, more people worked jobs requiring manual labor that were hard on the body. By mid-century, many rank-and-file workers could look forward to a pension waiting for them upon retirement. Workers…

Strategic vs. Tactical Asset Allocation

September 12, 2017

 In recent years, the markets, the economy and the global political scene have evolved considerably. We’ve witnessed both remarkable volatility and remarkable resilience in these areas. The reality is that less predictability in today’s economic landscape requires more vigilant risk diversification, coupled with the ability to adapt to a fast-changing environment.1 We work with our…

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