The order of your annual rates of return matter when you are starting to draw income from your retirement funds. Invest 2 minutes and see how two portfolios averaging 6% annual rates of return can have a end value difference of $150,000. Need second opinion on your...
We are continually reviewing the fund and investment options for our clients. In 401k plans, a common holding that people typically have are Target Date Funds (TDF). The target date is the approximate date when investors plan to start withdrawing their money. TDFs...
It has been a crazy 2020 for the investment markets. When you thought you’d seen it all, the crude oil markets say… “Hold my beer….” On Monday April 20 th , there was a moment where you would’ve been paid to take a barrel of oil. The price of a barrel of...
US stock market ( S&P 500 ) was up 3% last week and is up 11% for the quarter. Quite the recovery from the -20% of the first quarter! As is often the case, what the markets do today or tomorrow is anyone’s guess. What I can tell you is that short term news...
We know it’s tough in these trying times of social distancing and self quarantine. Here’s a few tips to help get you through it: -Stay up to date, but don’t dwell on the news 24/7 -Make sure to practice self care. Exercise by walking around your...
