The Stock Market’s Reaction to Major Geopolitical Events Tends to Be Short-Lived The escalating tension between Israel and Iran has many investors worried about what could happen next. Although we won’t pretend to know the answer, we do understand that while geopolitical events can cause ne …
Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner We’ve all asked ourselves whether it’s too early to retire (usually after a particularly challenging commute or dealing with a difficult client). You may have even gone so far as to take a sneak peek at your account statements …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, For investors, it may feel like déjà vu all over again as inflation and the Fed dominate market headlines on a day-to-day basis. After all, the numerous market swings last year were driven by ever-changing expectations around the Fed – …
The past few weeks we’ve advised readers to be on the lookout for seasonal late February/early March weakness. After the 11th best start to a year ever as of Valentine’s Day, some sluggishness was expected. Well, stocks had their worst week of the year last week and are now down three weeks …
Matt Kory, Vice President, Retirement Programs As a retirement income vehicle, the 401(k) is second in popularity only to Social Security – and as CNBC reported in 2019 the number of 401(k) millionaires is at an all-time high. But is a million dollars even enough for your retirement needs?
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, If history tells us anything about investing, it’s that markets never rise in a straight line. As much as all investors would prefer calm periods of steady returns, this simply isn’t how markets work. Instead, investors need to n …
Last week, we noted the potential was high for a well-deserved break for stocks after a red-hot start to the year. That seasonal weakness may have begun. The S&P 500 is typically down in February, which joins September as the only other month to average in the red. But as we shared last …
