Greetings! I hope this finds you well and enjoying life. You’ve worked hard your whole life anticipating the day you could finally retire. Well, that day has arrived! But with it comes the realization that you’ll need to carefully manage your assets to give them lasting potential. Traditional wisdom holds that…
Continue Reading Reaching Retirement Now What?Author: Jeff Christian
What to do With Your 401k Plan When You Change Jobs
Greetings! I hope and trust that this finds you well and enjoying life. When you change jobs, you need to decide what to do with the money in your 401(k) plan. Should you leave it where it is or take it with you? Should you roll the money over into…
Continue Reading What to do With Your 401k Plan When You Change JobsCreating an Investment Roadmap for Retirement
Greetings! I hope that this finds you well and enjoying life. Setting goals for retirement is an important part of retirement investing. For example, do you want to retire early? Would you like to travel during retirement? Do you plan on working post-retirement? Having goals and objectives can help you develop…
Continue Reading Creating an Investment Roadmap for RetirementInvestment Planning Throughout Retirement
Greetings! I hope and trust that this finds you well and enjoying life. Investment planning during retirement is not the same as investing for retirement and in many ways is more complicated. Your working years are your saving years. With luck, your income increases from year to year as you…
Continue Reading Investment Planning Throughout RetirementA Plan for Financial Management As You Age
Greetings! I trust that this will find you well and enjoying life. A recent study from Marketwatch.com revealed that 80 percent of spouses in the early stages of dementia were still managing the couples’ money. Unfortunately, this means the person who manages the family finances unknowingly may be making serious financial mistakes…
Continue Reading A Plan for Financial Management As You AgeBe Disciplined in Times of Uncertainty
Greetings! I trust that this finds you well and enjoying life. With all of the activity in the economy at present I felt the following would be of interest and use. I resourced it from the investment advisory service we use at Armor to manage client money. I thought they…
Continue Reading Be Disciplined in Times of UncertaintyNow That the Summer ‘Slow’ Season is Nearly Over, What’s on the Radar?
Greetings! I trust that this finds you well and enjoying life. With all of the activity in the economy at present I felt the following would be of interest and use. I resourced it from the investment advisory service we use at Armor to manage client money. I thought they…
Continue Reading Now That the Summer ‘Slow’ Season is Nearly Over, What’s on the Radar?Are We Already in Recession? How Much Does That Matter?
This is a key question of the past few weeks and months, with a variety of data pointing to economic slowing. But the answer is far from conclusive. A common assumption is that recessions are based on two consecutive negative quarters of GDP growth (which, based on Q1 and Q2,…
Continue Reading Are We Already in Recession? How Much Does That Matter?What Do Potential Forward-Looking Scenarios Look Like in Fixed Income?
Bonds were pummeled in the first half of 2022, to say the least. No doubt, these are trying times for bond owners and conservative investors generally, since fixed income hasn’t typically experienced that type of price movement in many years. In fact, was one of the most volatile 6-month periods…
Continue Reading What Do Potential Forward-Looking Scenarios Look Like in Fixed Income?What Does the Second Wave of this Year’s Stock Market Drawdown Imply?
After peaking on Jan. 3, the S&P 500 fell by -13% to a first wave low on Mar. 8. This was followed by a quick 11% upward rally to reach a new lower high point on Mar. 29. Since then, stocks have again fallen, by -16%, resulting in a full-cycle…
Continue Reading What Does the Second Wave of this Year’s Stock Market Drawdown Imply?