VIDEO: 3 Ways to Turn Your Retirement Savings Into Income   In this video, Rich discusses 3 ways to turn your retirement savings into income. When you think about it, most of our lives are spent saving for retirement. This is often referred to as the accumulation phase. However, when the time comes where we […]

Trade and Interest Rates Last week stocks showed mixed results as political headlines continued to dominate the news. The Dow lost 0.89% and the S&P 500 was almost flat with a 0.02% gain.[i] The NASDAQ, on the other hand, reached a record high on Thursday and ended the week up 1.32%.[ii] Both the S&P 500 […]

Strength, Growth, and Tension As last week ended, tension between the U.S. and some of its greatest allies was on the rise. Trade remained a hot-button topic ahead of the G-7 meeting in Canada, but investors seemed largely unfazed by the drama.[i] In fact, all 3 domestic indexes posted strong results: The S&P 500 added […]

VIDEO: Catch Up On Your Retirement Savings   The reality is, many Americans aren’t financially prepared for retirement. If you don’t have enough saved up for your golden years, there is ONE way to catch up relatively quickly, and it can make a huge difference. Here’s how.                 […]

Job Report Calms Volatility Markets experienced heightened volatility this week, with both the S&P 500 and Dow dropping 0.82% and 1.60% respectively. Meanwhile, the NASDAQ rose 0.24% as international markets took a small dip with the MSCI EAFE losing 1.10%.[i] [ii] The markets’ highs and lows came from a variety of economic and geopolitical developments. […]

Stocks Up, Signals Mixed Geopolitical uncertainty affected stocks last week, as the historic summit between the U.S. and North Korea began to look less likely. On Thursday, May 24, President Trump announced that the summit was off, and stocks stumbled in reaction. The next day, Trump said the meeting might still occur next month, leaving […]

Tackling Trade & Treasuries Major domestic indexes went down last week after all three gained more than 2% the previous week.[i] The S&P 500 dropped 0.54%, the Dow gave back 0.47%, and the NASDAQ lost 0.66%.[ii] International stocks also stumbled; the MSCI EAFE decreased by 0.61%.[iii] Two familiar topics were on many investors’ minds last […]

VIDEO: The Greatest Risk All Retirees Face   Do you realize you could spend as many years in retirement as you did in your working years? Actually, according to the Society of Actuaries, as of 2017, the life expectancy for a 65-year-old man is 85.8 years, and 87.8 years for a 65-year-old woman. Further, the […]

Markets Post Week of Growth On Friday, the markets closed the week gaining traction. The Dow had 7 days of consecutive growth, rising 2.34%—its largest weekly gain since March.[i] Meanwhile, the S&P 500 rose 2.41%, the NASDAQ jumped 2.68%, and the MSCI EAFE increased 1.41%.[ii] Various factors came together to support the growth. From geopolitical […]

VIDEO: The Difference Between Term Life Insurance and Permanent Life Insurance   When sitting down with clients to discuss their financial needs and goals, the discussion of life insurance often pops up. When I ask some basic followup questions, I find there’s a lot of misinformation out there. Let’s say you are considering purchasing life […]