On April 1st, the S&P 500 Index® was successfully retesting its February 11th low of 2,532 and began its recovery process. Although trade talks slowed the rebound, investors discounted the potential threat to the world economy. US markets traded higher, and in mid-June were within just 2.8% of retaking the January highs.
Asset Allocation Plan
Many clients who hire financial advisors are subjected to the same drill: Answer a questionnaire, sign an agreement and hope for the best. During this process the client may be asked inane questions like “If your account went down 10% in line with the markets, would you hold, sell or buy more?” Some folks just rely on the advisor to help them choose respon
Rising Interest Rates & Trade Threats Bring Long-Anticipated Correction
Following a stellar 2017, investors saw plenty of reasons to extend the two-year rally: business confidence, earnings growth expectations, consumer sentiment, labor demand and synchronized global growth all registered their highest readings in many years. US equity markets, buoyed by o
Stock market drops are never pleasant and downright unsettling for retirees. Keeping emotions in check is almost impossible when your lifetime income is dependent on finite assets. The investing media doesn’t help with inflammatory comments - designed to incite viewers and keep them glued to the TV.
Uncertainty Is Driven by Wholesale Advice
"Ninety percent of all millionaires become so through owning real estate" - Andrew Carnegie
Once you have established your family’s financial foundation with adequate insurance coverages, emergency and education savings your investment goals are focused on retirement. Even if you’re approaching that day or already retired, some