“For every complex problem there is an answer that is clear, simple and wrong.” - H.L. Mencken "You can't predict, you can prepare." – unkown Many years ago I (Jon) had a client who started to lecture me on his perception of my job as his financial advisor. In this person’s eyes what … Read More
Monthly Stock Market Review – December 2018
The month of December did not go as investors would have hoped. Unlike most December’s past, the equity markets set aside the “Santa Clause Rally” and settled for the worst December performance since the 1930s. International equities, while still down, performed relatively better than U.S. stock … Read More
Key Lessons for Living in Retirement
Here at Magellan Financial, our aim is to help you experience a comfortable retirement. This means building a solid financial plan. Throughout our 2018 Living in Retirement blog series we’ve addressed some of the more common questions and fears that arise both before and during the retirement … Read More
Estate Planning for Retirement
You worked hard your entire life and built up a sizable nest egg to fund your retirement. As you approach the finish line, you need to protect yourself and your legacy to ensure that your assets can be passed on to your loved ones without too many headaches. Part of the estate planner’s job is to … Read More
Monthly Stock Market Review – November 2018
November was a positive month for equity investors as the US-based indexes we follow were all positive for the month as international indices continued their slide. Bonds and the dollar were slightly positive. Selling off hard for the month were commodities. U.S. & International Stock … Read More
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