Target Date Funds are supposed to move to less risk as you get closer to your retirement date. Does the concept work and is it working in this market?
Oct 31, 2022
6 min
When inflation starts to wane, markets go up. Are we seeing any signs?
Oct 24, 2022
5 min
Most of the major indexes are down for the year; so are bonds and many of the tech stocks. Historically when one area is down, there is another that is up. We talk about what’s working, and what’s not.
Sep 27, 2022
9 min
You structure your retirement money so that when the market goes down you have a buffer of bonds. What are your options if that side of your portfolio is also losing money?
Sep 19, 2022
5 min
Your house, car, and credit cards are all paid off, so you should be set for retirement, right? Not so fast. None of those things provide you INCOME in retirement. Ask yourself, how much will my retirement savings mean to me PER MONTH when I retire?
Sep 12, 2022
6 min
Working with a financial advisor a few years before your retirement date gives you more options to fix past mistakes, income gaps, and to get you on track to achieve your goals.
Aug 29, 2022
7 min
There are 3.27 trillion dollars invested in these “flawed” 401(k) funds. Are you a part of this group?
Aug 22, 2022
5 min
There are many opinions on whether we are at the beginning, the middle, or near the end of a recession. Who should you believe and how should it affect your planning?
Jul 25, 2022
7 min
Wall Street has held up the 60/40 mix of stocks-to-bonds as a model portfolio. But that allocation on average has lost 15-20% this year. Is it just a bad year, or is 60/40 no longer a good option?
Jul 18, 2022
5 min
Managing your retirement money seems easy when the market is going up. But all that has changed. How do you protect your life savings in a falling market and an economy that may be headed for a recession?
Jun 20, 2022
9 min
Load more