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Planning


What’s Up With the Markets?

October 1, 2019

Anyone who followed the often-used investment adage, “Sell in May and go away,” is likely pleased with their decision after the markets struggled in the month of August.1 While recent market events may seem dramatic, August is historically the weakest month of the year for U.S. equities.2 By mid-August this year, both the Dow and S&P…

Small-Business Growth Has Economic Benefits

September 24, 2019

A promising way to jumpstart the U.S. economy is by helping more entrepreneurs establish their own businesses. The 30.2 million U.S. small businesses represent 99.9 percent of all businesses in this country. They employ nearly half (47.5 percent) of America’s total workforce.1 If you need further proof that small businesses can provide an economic boost,…

Why Retirement Portfolio Design Should Be Flexible

September 10, 2019

There is one predominant reason why retirement portfolio design must be approached differently today than in previous years: There is an infant alive in this world, right now, who is expected to reach age 200.1 That’s the prediction from demographers researching life expectancy trends, according to Olivia Mitchell, a business economics and public policy professor…

Examining the work/life balancing act

August 27, 2019

Researchers have estimated how much of our lifetime is spent on various activities. For example, based on a lifespan of 80 years, the average person will spend:1 26 years sleeping 7 years trying to get to sleep 13 years at work 8 years watching TV 5 years eating 3 years on social media 3 years…

Where is Dad’s Money?

August 13, 2019

Imagine if, sadly, Dad dies or becomes incapacitated. You’re in charge of handling all his financial affairs, from managing his investments to putting income sources in place for Mom. There’s just one problem: He was an old-school guy who never consolidated his assets or set up online accounts. Also, it appears he worked with different…

Pros and Cons of Legislative Inertia

August 6, 2019

While the 2020 presidential election gains steam, it seems that the passion for new legislation has taken a backseat. As of July 1, the Democrat-controlled House of Representatives had passed 169 bills this year1 while the Republican-dominated Senate had passed 61.2 Unfortunately, as of the same date, this divided impasse had produced only 24 enacted bills since…

2019 Midyear Outlook

July 30, 2019

Kiplinger recently noted that the U.S. stock market appeared more resilient than ever, having bounced back from a devastating end of 2018. Employment remains relatively steady, inflation flat and the Fed has indicated reticence to increasing interest rates through the end of the year. In fact, the only headwinds for the rest of the year…

Retirement Planning Challenges

June 18, 2019

In 1985, only 10 percent of people aged 65 and older were either in the workforce or job hunting. Today, that share has doubled, for a couple of reasons. First, fewer 65-year-olds have enough money to retire. Second, the number of people in this demographic with a college degree has more than doubled (53 percent…

We Had a Strong Q1 2019; What’s the Outlook for the Rest of the Year?

April 23, 2019

The first quarter of 2019 proved to be a strong one. The S&P 500 posted a 13.1% gain (the highest quarterly gain since 2009), the Dow Jones Industrial Average rose by 11.15% and the Nasdaq increased by 16.5%. Bond investors in both developed and emerging markets saw three consecutive months of positive returns. Oil prices…

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