Blog
Has 2020 Volatility Thrown Your Allocation Out of Whack?
The financial markets have been on a wild ride in 2020. The year began with a continuation of the bull market that started in 2009. The longest bull market in history, however, came to an abrupt end with the arrival of the COVID-19...
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Fourth Quarter Preview: What to Expect for the End of 2020
It took just under five months for it to happen. On August 17th, the S&P 500 closed at 3389.78—an all-time record. That record is also significant because it means the index officially recouped all losses from the downturn that...
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COVID Economic Update: Is a Second Stimulus on the Horizon?
As the COVID-19 pandemic stretches into its seventh month, leaders in Washington are debating a second stimulus bill. On August 8, President Trump signed executive orders that extended the federal unemployment benefit, but reduced the...
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Is a resurgence threatening our recovery?
The United States set a somber record on Thursday, July 16, 2020, with more than 75,000 new COVID-19 cases. In fact, the U.S. set new single-day COVID-19 records 11 times between June 17 and July 16. Dr. Anthony Fauci predicts the...
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Can You Count on Social Security to Fund Your Retirement?
Social Security is a critical piece of the income puzzle for most retirees. In fact, half of married retirees and nearly 70% of unmarried retirees rely on Social Security for more than 50% of their retirement income.1 Your Social...
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5 Ways to Reduce Your Taxes in Retirement
What are the biggest expenses you’ll face in retirement? Healthcare? Housing? Travel? All of those costs could be significant, but one of the biggest could be taxes. That’s right. Just because you’re done working,...
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Financial Moves to Consider in a "Down" Year
It’s hard to find good news in today’s economic environment. COVID-19 single-handedly brought an end to the longest bull market in history and ushered in record-setting unemployment. If you’re like millions of others...
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Is It time for an economic recovery?
The first half of 2020 has been a rollercoaster ride. The COVID-19 pandemic completely altered our way of life and threw the economy into a tailspin. Most states have started the reopening process, but there is still significant...
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Take a look at the asset winners and losers in 2020
We’re halfway through 2020, and the year has already been a rollercoaster. We’ve seen a global pandemic, record unemployment and racial protests across the country. And let’s not forget, there’s a presidential...
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Are "Penalty-Free" 401k Withdrawals Free?
On March 27, the government passed the Coronavirus Aid, Relief, and Economic Security Act, otherwise known as the CARES Act. The Act had a wide range of provisions to provide Americans and small businesses with economic support during...
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Investing After Retirement: Tips to Protect Your Nest Egg
Saving for retirement can often feel like climbing a mountain. It takes immense planning and discipline to reach the summit - the moment when you can finally retire and leave the working world behind. Much like climbing a mountain,...
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What's Next for a COVID-19 Economy?
The economic fallout from the coronavirus pandemic continues, even as states start to reopen restaurants, retail stores, and other businesses. The crisis brought an end to the bull market that started in 2009 and threatens to usher in...
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3 Ways the SECURE Act Benefits Women
It seems like the entire world has revolved around the coronavirus for the past two months. It has changed our way of life, the way we work, and even the way we interact with friends and family. Believe it or not, there have been other...
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What to do after you max out your 401(k)?
Are you one of the more than 58 million Americans who use a 401(k) plan to save for retirement? As of the end of 2019, 401(k) plans held more than $6.2 trillion, which accounts for nearly 20% of all retirement assets in the United...
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Potential Investment Opportunities During a Difficult Time
The stock market crash of 1987. The tech bubble in the early-2000s. The financial crisis of 2008. And now, the coronavirus pandemic. What do all of these things have in common? They all involve sharp market downturns that end a bull...
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What Do Zero-Percent Interest Rates Mean for You?
The coronavirus pandemic has launched the country, and the world, into uncharted territory. In much of the world, society is essentially shut down. Schools and large events are closed. People are staying in their homes. Businesses have...
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What Steps Should You Take in a Coronavirus Economy?
The coronavirus has taken the world, and the U.S. economy, by storm. After the longest bull market in history, the stock market is now deep in bear market territory.1 Businesses, sports, leagues, and schools have shut down. This is an...
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The CARES Act: What Does it Mean for Your Retirement?
On March 27, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act, which provides economic support to Americans who have been impacted by the coronavirus pandemic. You’re probably familiar with the...
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