It’s no secret that inflation has the potential to eat away at the purchasing power of your money. Treasury Secretary Janet Yellen said at the G-7 financial ministers meeting in June that inflation will be higher at “around 3%”. The Bureau of Labor and Statistics reported a 5% year-over-year increase in prices from May 2020, …

High Yield Investment Grade Bonds Attractive with Inflation and Economic Outlook by David Scranton Read More »

Dividends have provided a means of income for investors. Owning dividend-paying companies through exchange-traded funds (ETFs) can be efficient because they provide instant diversification at a low cost. This may be very appealing to advisors and their clients when picking dividend-paying stocks can be time-consuming. Although some might think a 2-3% dividend is not much …

The Power of Dividend Income in Retirement by David Scranton Read More »

The pandemic has made nearly a quarter of retirees somewhat, or significantly less confident they will have enough money to live comfortably throughout retirement, according to the Employee Benefit Research Institute (EBRI) 2021 Retirement Confidence Survey. Retirees also report that after their Social Security income, their second income source is personal savings followed by pension …

The Case for ETFs in Retirement Portfolios Read More »

  Although we’re not past the health crisis yet, a picture of what the new normal might look like is becoming a bit more clear. In my last blog post, I wrote about The Coronavirus Crisis and The Real Estate Market, and what you need to know. Now let’s discuss the virus’ impact on other areas …

How COVID-19 May Impact your Retirement Read More »