The Bull Market Is Still Young The S&P 500 is up close to 25% on the year, making this one of the strongest election years ever. That right there is a big reason to be thankful. We remain optimistic that this bull market is alive and well, and are also thankful that this bull market …
You’ve probably heard of the three-legged retirement savings “stool.” The idea is that a quality savings plan for retirement starts with having three aspects of saving: personal savings, employer retirement savings and government-provided benefits.
The switch from wealth building in your working years to wealth income in retirement years seems simple. Common advice is to simply shift investments from growth stocks to dividend-paying stocks and buy more bonds. At first glance, this seems simple, but many retirees are discovering hidden …
We often compare retirement planning to trying to hit a moving target in the wind. The target is your retirement goals – essentially what you want to spend and accomplish with your finances. The target is moving because you don’t know how long you will live – your retirement could last 5 ye …
As an advisor, we get tasked with showing someone why they should pay us to give them advice. If clients can do it all themselves or hire a computer to invest, what is the true value of having a financial advisor? Is it really worth it?
Valentine’s Day was tough on New Yorkers who hoped to benefit from the more than 20,000 new jobs from Amazon’s move there (not to mention all the additional jobs from construction and supporting the new employees).
In conducting recent interviews with pre-retirees, we found that there are 4 primary concerns that were pervasive among them. These were career employees of a major corporation, between the ages 57 – 63, and it was interesting to find that they all had similar concerns. Here is what we found!
