VIDEO: Annuities in Retirement   As it stands today, many Americans are anxious about their money and retirement. One of The biggest concerns I hear is that many are worried about retiring with little money to live the lifestyle they want in retirement . I actually once read how people fear running out of money […]
Earnings Season Begins Market volatility continues. Stocks slid on Friday, April 13, but still held on to gains for the week.[i] The S&P 500 increased 1.99%, the Dow added 1.79%, and the NASDAQ was up 2.77%.[ii] International stocks in the MSCI EAFE also rose, gaining 1.45%.[iii] Similar to recent weeks, international events continued […]
Are You Prepared For Mental Decline? No one likes to think about cognitive decline in themselves or their loved ones. But, for many families, this is an incredibly important topic to address. In fact, 5.5 million Americans have Alzheimer’s disease, including 10% of people aged 65 and older. When they pass away, 1 in […]
Special Report: Quarterly Report Domestic stocks lost ground last week as trade war concerns continued to rattle investors. With these declines, the Dow officially moved back into correction territory.[i] For the week, the S&P 500 lost 1.43%, the Dow dipped 0.95%, and the NASDAQ dropped 2.11%.[ii] International stocks in the MSCI EAFE managed […]
Markets Increase Last Week Markets were closed on March 30 for Good Friday, but in the four days of trading, stocks recovered some of this year’s losses.[i] For the week, the S&P 500 added 2.09%, the Dow gained 2.67%, and the NASDAQ increased by 1.03%.[ii] International stocks in the MSCI EAFE grew 0.81%.[iii] Last week […]
One Pro and One Con for a Bucket Savings Strategy The “bucket” savings strategy has been gaining traction in recent years, but is it right for you? The idea is simple: have three “buckets” of money where you save – one for now, one for soon, and one for later. Assets are then allocated to […]
Stocks Drop as Tariffs Rise Markets experienced significant declines last week. The S&P 500 lost 5.95%, the Dow dropped 5.66%, and the NASDAQ declined 6.54%.[i] With these losses, all 3 domestic indexes had their worst weekly performance in more than 2 years.[ii] International stocks also declined, with the MSCI EAFE giving back 2.64%.[iii] What caused […]
3 Myths About Life Insurance You Need to Know With all its intricacies and technicalities, life insurance can be tough to figure out. Knowing these three myths can make your pathway to coverage easier to understand. Myth #1: I should always buy term insurance and invest the difference. The cost of term life coverage […]
A Look Back Markets were up on Friday, but domestic stocks lost ground for the week as political turmoil and potential trade wars weighed on investors’ minds.[i] The S&P 500 dropped 1.24%, the Dow gave back 1.54%, and the NASDAQ decreased 1.04%.[ii] International stocks in the MSCI EAFE barely avoided losses with a 0.13% gain.[iii] […]
3 Reasons Annuities Make Sense for Retirement Right Now Annuities have been a hot commodity in recent years but can sometimes get a bad reputation. While annuities aren’t for everyone, there are situations where annuities may be the best option available, especially as you near retirement. Here’s three situations where annuities may work best. […]
