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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...
Episode 6 – Inflation is Not Real – Things Just Get More Expensive
Inflation refers to the rising costs of products and services over time. Even if the prices of certain products aren’t increasing, you may notice that their quality or volume has declined. For example, the containers of a certain ice cream brand that I l…
February 26th, 2018 -Interest Rates, Treasuries, and Inflation
Last week, the Presidents' Day holiday meant markets were only open for 4 trading days, and during that time, we received comparatively few economic reports. Nonetheless, major domestic indexes showed considerable volatility and posted losses for 3 straight days. By...
February 20th, 2018 – Stocks Rebound
Markets rebounded last week, posting sizable gains and moving back into positive territory for the year. All three domestic indexes experienced their largest weekly growth in years, despite losing some ground on Friday after news of additional indictments in the...
February 12th, 2018 – Special Update: Understanding Volatility
After months of relative calm, market fluctuations are causing many investors to wonder what is happening to the economy. Last week, the S&P 500 lost 5.16%, the Dow dropped 5.21%, and the NASDAQ declined 5.06%.[1] The MSCI EAFE also gave back 6.19%. These losses...
Episode 5 – There are No Do-Overs in Retirement
Have you ever started a project and then realized (probably after some denial), that you want to start over? Maybe you’re working on a painting, and it just isn’t looking how you’d envisioned. You decide it’s time to paint over it and try again.
It’s fr…
January 29, 2018 – Stocks Jump Again
Stocks had an impressive week yet again, as each of the domestic indexes reached record highs and gained at least 2%.[1] The S&P 500 added 2.23%, the Dow increased 2.09%, and the NASDAQ grew 2.31%.[2] International stocks in the MSCI EAFE joined the growth, adding...
Episode 4 – Happily Ever After by Jim Black – Chapter I – We All Want to Live Happily Ever After
One of the biggest fears for most retirees or those preparing for retirement is that they may run out of money before they die. That fear can be greatly reduced by following a simple, easy to implement strategy.
In Jim Black’s latest podcast, he shares…
January 22, 2018 – Stocks Up as Shutdown Looms
We're only a few weeks into 2018, and stocks are showing quite a strong performance so far. Last week, major domestic indexes posted gains yet again, with all 3 up at least 5% this year. By Friday, the S&P 500 had added another 0.86%, and both the Dow and NASDAQ...
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