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
Reviewing Your Current Finances and Health Before Retirement
When planning for your retirement, you need to review both your current finances and the overall health of both you and your partner. Once you’ve done that, your retirement plan starts to piece together a lot better. Please utilize the information and checklist below to ensure you retire on time and … Read More
Monthly Stock Market Review – February 2018
For investors February was a horrible month. The equity markets we follow, both domestic and foreign, posted significant negative numbers. Bonds, normally what stabilizes a balanced portfolio during equity market drawdowns, were lower as well. The commodity index and the US Dollar index were also … Read More
Defining Your Retirement Lifestyle
The first step to a successful retirement is planning. You’ve worked hard your entire life and now it is time to reap the fruits of your labor. Life is about more than just sitting at home and watching TV for the rest of your life. Retirement isn’t the end, it’s the beginning of new … Read More
Monthly Stock Market Review – January 2018
The stock market in January felt very much like an extension of December 2017 with both U.S. and global equity indices moving higher at an accelerated rate. The U.S. Dollar also continued its trend, weakening vs. global currencies for the month. In contrast commodities changed direction and look to … Read More
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