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April 9, 2018 — Special Update: 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.[1] For the week, the S&P 500 lost 1.43%, the Dow dipped 0.95%, and the NASDAQ dropped 2.11%.[2]...

Episode 9 – How to Mentally Prepare for Retirement

There is a lot of mental preparation that goes into retirement planning, and people go through several stages during this planning process. But how can we plan to be mentally stable during retirement? We know that most people’s emotional and physical nee…

April 2, 2018 — Markets Increase

Markets were closed on March 30 for Good Friday, but in the four days of trading, stocks recovered some of this year's losses.[1] For the week, the S&P 500 added 2.09%, the Dow gained 2.67%, and the NASDAQ increased by 1.03%.[2] International stocks in the MSCI...

March 26th, 2018 – 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%.[1] With these losses, all 3 domestic indexes had their worst weekly performance in more than 2 years.[2] International stocks also...

Episode 8 – What’s in Your Buckets Now

When planning for your retirement, it’s important that you understand all of the options that are available to you. That way, you can make educated decisions now that will set you up for a worry-free retirement. How much income you have available in the …

March 19th, 2018 – 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.[1] The S&P 500 dropped 1.24%, the Dow gave back 1.54%, and the NASDAQ decreased 1.04%.[2] International stocks in the...

March 12th, 2018 – Goldilocks Returns

Domestic stocks leapt ahead last week as the latest jobs report inspired renewed confidence in our economic standing. The S&P 500 added 3.54%, and the Dow gained 3.25%.[1] The NASDAQ erased its losses from February's market correction to hit a new record close...

Episode 7 – Retiring On Your Terms

Retirement could be the biggest life-changing event that you’ll experience during your lifetime. How will you spend your time once it’s freed up? What decisions can you make now in order to increase your odds of living the retirement of your dreams? Once…

March 5th, 2018 – Volatile Markets Continue

Volatility continued last week as markets posted their 1st weekly loss in 3 weeks.[1] Despite some recovery on Friday, the S&P 500 dropped 2.04%, the NASDAQ slipped 1.12%, and the Dow lost 3.05% for the week.[2] Internationally, the MSCI EAFE fell 2.91%.[3] Last...

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