What should you focus on as the transition approaches? You can prepare for your retirement transition years before it occurs. In doing so, you can do your best to avoid the kind of financial surprises that tend to upset an unsuspecting new retiree. How much monthly income will you need? Look at your monthly expenses and add them up. (Consider also the … [Read more...] about Are You Retiring Within the Next 5 Years?
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Market Update (March 18th, 2019)
In this week’s recap: the Dow, S&P, and Nasdaq all advance more than 2% in five trading sessions, while investors review tame inflation data and wait for further news in U.S.-China trade negotiations. THE WEEK ON WALL STREET The big story last week was the sudden grounding of Boeing 737 Max 8 and 9 passenger jets in dozens of countries. The financial effects of t … [Read more...] about Market Update (March 18th, 2019)
Market Update (March 11th, 2019)
In this week’s recap: a disappointing jobs report and a downgrade of the 2019 growth forecast for Europe give Wall Street pause. THE WEEK ON WALL STREET As in February, investors spent most of the first full trading week of March hoping for new details in U.S.-China trade negotiations. While they waited, stock benchmarks drifted downward. From Monday’s open to Fri … [Read more...] about Market Update (March 11th, 2019)
The Investment Risk You May Not Know About
What can you do to allay this risk? Knowledgeable investors are aware that investing in the capital markets presents any number of risks – interest-rate risk, company risk, and market risk. Risk is an inseparable companion to the potential for long-term growth. Some of the investment risks we face can be mitigated through diversification.1 As an investor, you f … [Read more...] about The Investment Risk You May Not Know About
Market Update (March 4th, 2019)
In this week’s recap: stocks end the week little changed after investors interpret commentary from Jerome Powell and hear that higher taxes on Chinese imports are indefinitely postponed. THE WEEK ON WALL STREET Stocks lost a little ground as February gave way to March. While domestic and overseas political developments made headlines, the market stayed relatively c … [Read more...] about Market Update (March 4th, 2019)