Stock market returns were strong in the month of July with all four US equity indexes we follow posting solid gains. Global markets were just as strong with the MSCI World and MSCI EAFA higher for the month. After a surge of strength earlier this year the US dollar was slightly lower. Finally, … Read More
Every Small Business Should Offer a 401(k) Plan
For the average Small Business Owner (SBO), the thought of offering a 401(k) plan is almost always low on the daily priority checklist. At the top of the priority list is growing the business’s top line and bottom line. Yet offering employees an employer-sponsored retirement plan is a great tool for … Read More
Retirement Planning Tips to Prepare for the Unexpected
One challenge of retirement planning is trying to predict events that could happen many decades in the future. Your lifestyle, work ethic, and prudent habits may offer you a lot of control over your health, income, and savings; however, they don't give you any guarantees. Even if they did, you … Read More
Monthly Stock Market Review – June 2018
June results could best be described as mixed. For equities global markets were down, as was the Dow Industrials in contrast with the three S&P indices we follow – 400, 500, 600 – which were all modestly positive for the month. The strength of the US dollar continued as commodity strength waned. … Read More
Revisiting Your Dream Retirement and Budget – Is it Realistic?
These days, many people wonder if they will ever reach retirement. But unless you plan on staying at your current job until you simply expire at your desk, all of us will get there eventually. What matters now is getting your financial house in order to make the most of your Golden Years. You need a … Read More
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