There is much to consider when planning your retirement. With market fluctuations and economic downturns, it can be difficult to predict how much you need to last you through your retirement, and most people worry that they may not have enough saved. When our clients come to us with these […]
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Weekly Market Commentary
Gradient Investments Weekly Talking Points 03/01/2021 All data is for the week ended February 26, 2021. Stocks Rising interest rate concerns were apparent in the stock markets as yields rose quickly for the benchmark Treasuries and the broad U.S. index (S&P 500) retreated 2.41% for the week. The Russell 2000 […]
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Weekly Market Commentary
Gradient Investments Weekly Talking Points 02/15/2021 All data is for the week ended February 12, 2021. Note the U.S. markets are closed today in observance of George Washington’s birthday. Stocks Equities rose for all the major global indices, with greater gains for higher risk stocks. The S&P 500 added 1.28%, the […]
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Financially Focused: February 2021 Newsletter
5 Situation When You May Want to Pause Retirement Savings Being financially healthy throughout your journey to retirement is just as important as being financially healthy once you retire. For that reason and inspired by a recent U.S. News and World Report article,1 let’s explore a few situations when it […]
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Worried About Your Financial Plan? Schedule A Q&A Call Today
By Joe Vitale Yes, 2020 is finally behind us, and 2021 is well underway. But we’re still battling the coronavirus pandemic, which continues to disrupt daily life across the globe. And although resilient Americans have adjusted and adapted to these uncertain (now almost normal) times, you’re undoubtedly continuing to experience […]
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Weekly Market Commentary
Gradient Investments Weekly Talking Points 02/08/2021 All data is for the week ended February 5, 2021. Stocks As both houses of Congress voted for further stimulus, COVID infections declined and vaccination rollouts accelerated, the stock markets were buoyed last week. The S&P 500 rose 4.67%, the Russell 2000 added 7.72% and […]
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Your Estate: Have You Looked at These Legal Documents Lately?
If you haven’t prepared certain estate documents, or the ones you have are out-of-date, your intentions could easily become a matter of dispute. The courts might have to make critical decisions regarding your medical care and finances or determine who will receive your assets when you die. Having a thorough […]
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Weekly Market Commentary
Gradient Investments Weekly Talking Points 01/25/2021 All data is for the week ended January 22, 2021. Stocks Markets were higher last week with a definite emphasis on growth stocks. The S&P 500 rose 1.96%, the Russell 2000 added 2.15% and the NASDAQ advanced 4.19%. Overseas, the emerging markets (MSCI EM) […]
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5 Situations When You May Want to Pause Retirement Savings
This information is especially relevant for some people during the pandemic, but these ideas really apply anytime, whether the economy is up or down. And, to make it abundantly clear, these are all temporary situations that may make sense to pause retirement savings. 1|To rebound from a health crisis. During […]
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Weekly Market Commentary
Gradient Investments Weekly Talking Points 01/25/2021 All data is for the week ended January 22, 2021. Stocks Markets were higher last week with a definite emphasis on growth stocks. The S&P 500 rose 1.96%, the Russell 2000 added 2.15% and the NASDAQ advanced 4.19%. Overseas, the emerging markets (MSCI EM) […]
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