We increasingly work with younger clients who are offered both a traditional 401(k) and a Roth 401(k) by their employers. They know that investing in either plan is a smart way to lay the foundation for their retirement yet they still often ask “what is the real difference between the two options?” … Read More
Monthly Stock Market Review – October 2022
“History doesn’t repeat itself, but it rhymes.” – Mark Twain (is often reputed to say) “Those who cannot change their minds cannot change anything.” – George Bernard Shaw Really bad things have happened in the markets in the month of October. This year, that was not the case. In fact, October … Read More
Monthly Stock Market Review – September 2022
“The two most powerful warriors are patience and time.” - Leo Tolstoy "Life and investing are long ball games." - Sir John Templeton Historically speaking, September is the worst month for stock market performance. The year 2022 followed the trend with really poor returns across the globe. … Read More
How To Plan For Healthcare Coverage In Retirement
Healthcare costs can skyrocket in retirement and threaten to derail many retirement plans. People in their early 60s are often exposed to higher health risks but are not yet eligible for Medicare coverage. A thoughtful financial planning process should aim to help people – while they are still … Read More
Monthly Stock Market Review – August 2022
“Don’t fight The Fed.” – Old Stock Market Adage August is a month that is usually not so kind to the markets. The 2022 edition was no exception with the equity markets we follow losing about half the gains picked up in July. The only exception to this is the MSCI Emerging Markets index, which … Read More
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