May turned out to be an interesting month for market watchers. US equity indices were up for the month, led by the smaller companies of the S&P 400 and S&P 600. World equity markets, on the other hand, were mixed. The Barclays Aggregate Bond Index, down all year, finally posted a positive … Read More
When to Start Taking Social Security
One of the most important considerations in retirement planning is deciding when to start receiving your Social Security retirement benefits. Getting the timing right is critical to maximizing the benefits accrued during a lifetime of work. Far too many people remain unaware that claiming Social … Read More
Monthly Stock Market Review – April 2018
April was a positive month for US stocks while overseas markets struggled, posting negative returns for the month. The Aggregate bond index dipped as yields continued to rise. The dollar and commodity indices both rose in value. U.S. & International Stock Index … Read More
Future Income Streams During Retirement
The biggest fear for most when they retire is the possibility of not having enough money to live the lifestyle they want. Sure, there’s social security, but that’s really just the baseline of reliable retirement income. To ensure you can live retirement comfortably and do as you wish, you’ll need to … Read More
Monthly Stock Market Review – March 2018
March was not much better for investors than February. Both US and international equity indices were negative for the month, with the exception of the midcap and small cap indexes which ended the month positive. With equity weakness we were not surprised by the positive bid US Treasury bonds caught … Read More
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