Retirement Income Strategies

One of the first things people do once they get serious about planning and saving for retirement is to look to a retirement calculator to let them know how much they need to save, or how much longer they need to work to be able to retire. There’s nothing wrong with that.

April Monthly Newsletter

[media-downloader media_id=”4511″ texts=”Download PDF” class=”cherry-btn”] February 2020 Index Month Year Dow Jones -13.6% -22.6%  S&P 500 -12.3% -19.5% NASDAQ -10% -13.8% Barclays -0.58% +3.1% 10-Yr Treasury yield was 1.14% at the end of February and 0.66% at the end of March   Markets As I’m sure you know, on March 30th the White House announced …

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April Monthly Newsletter

Ongoing Crisis Illustrates Exactly Why Protection Should Be Priority Number One In late March the U.S. surpassed every country in the world in reported cases of the coronavirus.* If you think about it, that’s not surprising. The social distancing measures health experts recommend for slowing the spread of the virus have been more difficult to …

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March Monthly Newsletter

[media-downloader media_id=”4484″ texts=”Download PDF” class=”cherry-btn”] February 2020 Index Month Year Dow Jones -9.71% -10.50%  S&P 500 -8.21% -8.24% NASDAQ -6.20% -4.29% Barclays +1.80% +3.75% 10-Yr UST began the month with a 1.52% yield and finished February at a yield of 1.14%.   Markets As February ended, the Dow Jones Industrial Average had its worst week …

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March Monthly Newsletter

Coronavirus Fear May Lead to More Extreme Volatility, or Something Worse As February ended, the Dow Jones Industrial Average logged its worst week since the Financial Crisis and the S&P 500 Index dropped by more than 11% into correction territory. An estimated $7 trillion in market value was lost before the selloff slowed and the …

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