Stock Market

Navigating Market Volatility: What Retirees Should Know About August’s “Japanese Carry Trade”

In August of 2024, the financial world was abuzz with discussions about the Japanese carry trade and its impact on global markets. For retirees and those nearing retirement, understanding these developments may help you understand why markets are moving, but it's equally important to maintain a focus on long-term financial security rather than reacting to [...]

By |2024-10-21T00:44:19-04:00October 21st, 2024|Blog, Economy, Stock Market|

What to Know When Retiring into Uncertain Times

There has been a lot of chaos in the market over the last few years, and you may find yourself worried that you’re retiring at the wrong time. You may be worried that you will retire right before the markets and economy turn sour. These are both legitimate concerns, but there are strategies that you [...]

By |2024-01-22T11:14:33-05:00January 22nd, 2024|Blog, Economy, Investment Strategies, Retirement Planning, Stock Market|

Current Market Risks and Your Retirement

Our current economic situation is complex and, in some ways, unprecedented. Because of the pandemic, we have seen massive changes in how the market behaves, and we are having to readjust how we approach retirement planning. Government Payouts One of the major changes that we saw during the pandemic was the government directly stepping in [...]

By |2023-07-11T19:03:13-04:00March 28th, 2023|Retirement, Stock Market|

What Does a Rolling Recession Mean for Your Retirement?

What Is A Rolling Recession? You may have noticed that the economy after the pandemic has been very up and down. And while there has been talk of a possible recession for a few years now, we have yet to completely enter a recession. A recession is traditionally defined as a consistent, widespread downturn in [...]

By |2023-07-11T19:03:22-04:00March 20th, 2023|Economy, Stock Market|

2 Reasons the Generic 60/40 Portfolio Fails

Starting out your investing journey, you may have been advised to follow the 60/40 allocation strategy. This strategy tells you to put 60% of your portfolio in equities and 40% in bonds or other fixed-income offerings. For decades, this strategy has been revered for its balance, offering high growth potential from stocks and a safety [...]

By |2023-07-11T19:13:26-04:00December 19th, 2022|Investment Strategies, Stock Market|

Can You Turn Investment Losses into Tax Gains?

When markets take a spill, especially when it comes to your retirement investments, it’s harder to find ways to meet your financial goals. If you were relying on IRA or 401(k) withdrawals to cover your expenses, doing so when markets are down would decrease the lifespan of your savings. And if you’re nearing retirement, market [...]

By |2023-07-11T19:24:26-04:00November 7th, 2022|Investment Strategies, Stock Market, Tax Strategies|

Rediscovering the Value of Yields in Recessions

For decades, the name of the personal finances game has been an asset or equity growth. High-growth tech stocks grew to dominate the market, some of which have grown to be among the largest companies in the world. And if you owned stock in those companies while they made their meteoric rise, your overall wealth [...]

By |2022-10-24T00:01:29-04:00October 24th, 2022|Financial Planning, Investment Strategies, Stock Market|

5 Unique Risks for the Affluent Investor

You may think that as a high-net-worth individual, or even a millionaire next door, you may have an easy road ahead in maintaining your wealth. But a greater amount of wealth to protect introduces unique challenges that are specific to the size of what they have to protect. Although many investing and wealth-preservation principles apply [...]

By |2023-07-11T19:27:15-04:00October 10th, 2022|Investment Strategies, Stock Market|

A Financial Advisor Can Prepare You for A Wintery Market

When the winter season comes around, you’ll likely have to adjust your routines and prepare for the cold. If you’re in colder states, you may be looking to purchase a new winter coat or snow boots, or skiing equipment for your winter holidays. Or you may be restocking your snow salt for what are soon-to-be [...]

By |2023-07-11T19:30:27-04:00September 26th, 2022|Financial Planning, Stock Market|

What Volatility Truly Means

Nowadays, the word “volatility” seems thrown around more than ever. Usually, when it comes to financial talk, “volatility” is used to describe a downward trend. But that’s not what volatility really means! Volatility is technically referring to large up and down swings in the market over short periods of time. It doesn’t just mean a [...]

By |2023-07-11T19:30:41-04:00September 19th, 2022|Investment Strategies, Stock Market|