At this point, retirement is clearly within reach. You are so close - just a few more years to go! Here are some items you should consider as your target retirement date draws nearer.
In this video I compare the tech bubble of 2001-02 and the financial crisis in 2008 with today’s COVID-19 market crash. By reviewing the S&P 500 and the U.S. 10-year Treasury, I give you some insight as to what may happen in the United States investment markets.
This video explains how dollar-cost averaging works in your investments.
Sector Update
IntroductionThe following is a brief, hopefully easy to understand, explanation of where we feel global markets presently stand.
IntroductionThe following is a brief, hopefully easy to understand, explanation of where global markets presently stand. You will also find what we are doing within our clients' portfolios to help create security for our clients and help keep them on track to achieve their goals.
Fact: 50% of every invested dollar today is placed in index funds and exchange-traded funds (ETFs)
Sometimes life throws you a curveball, and you find yourself in a financial jam that requires some quick cash. Taking a loan from your 401(k) plan sounds like an easy solution. After all, you’ll be borrowing from your own retirement account and paying yourself back with interest. Sounds reasonable enough, right? Not always.
In a sense, you have been planning for your retirement ever since you started working. Maybe you’ve been contributing to a 401(k) plan, or maybe you’ve been socking away money in an IRA, but without a doubt, you’ve been looking forward to your golden years. And I want you to enjoy those years without worrying about having to take out a reverse mortgage on your house.
