"Pessimism and bearishness never get you in the game, while untamed optimism means that at some point, you’ll have a serious setback. The cautiously optimistic investor asks both, “What could go wrong?” and “What could go right?” - John Mauldin (09/24/2021 Thoughts from the Frontline … Read More
Time for Your Mid-Year 401(k) Review
The 401(k) retirement savings plan is one of the best ways to save for retirement. The result of a provision in the Revenue Act of 1978, the 401(k) has become so popular that it is now the main source of retirement savings for many Americans. At first the provision allowed employees to save in a … Read More
Monthly Stock Market Review – August 2021
In 2021 it seems that as time moves forward the story stays the same for the markets – stock market indices continue to quietly increase in value. All the equity indexes we track, with the exception of the S&P600, were positive for the month of August. This is notable as August is historically a … Read More
How Your Health Can Put Your Home and Your Retirement at Risk
In our Retirement Is For Living blog series, we have introduced a planning process which includes a consideration of the risks you may encounter in the decades ahead. So far, we have examined family, financial, and public policy risks. However, we saved one of the biggest retirement concerns for … Read More
How to Start Your Socially Responsible (ESG) Investing
How Do You Feel About Your Investments? When you invest your hard-earned money and assets, it is critical that you feel comfortable with your chosen companies, firms, or corporations. You are trusting them with your security and your future. So, do you believe in them? It may seem like a ridiculous … Read More
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