Contact Alex Wagner Today! Learn More You Can Be Both Frugal and Happy in Retirement Frugal. It’s a word that some people wear like a badge of honor, and one that others dread. In fact, when building a retirement strategy, some people are working to avoid a retirement that requires […]
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Category: Client Relations
Weekly Market Commentary
All data is for the week ended November 5, 2021 Stocks Equities advanced in most of the major stock indices last week, with especially strong gains in the US small caps. The benchmark S&P 500 rose 2.03%, the NASDAQ added 3.08% and the Russell 2000 gained 6.11%. The gains primarily […]
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Weekly Market Commentary
All data is for the week ended October 29, 2021 Stocks Major US equity indices were positive last week, with the S&P 500 rising 1.35%, the Russell adding 0.27% and the NASDAQ up 2.72%. Overseas, the developed markets (MSCI EAFE) eased 0.10% while the emerging markets (MSCI EM) lost 2.18%. […]
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Weekly Market Commentary
All data is for the week ended October 22, 2021 Stocks Major equities indices rose across the globe with the S&P 500 advancing1.66%, the Russell 2000 adding 1.14% and the NASDAQ rising 1.30%. Meanwhile the international developed markets (MSCI EAFE) rose 0.63% and the emerging markets (MSCI EM) gained 0.75%. […]
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Does Your Portfolio Need A Second Opinion In This Time Of Uncertainty?
By Joe Vitale Have you been feeling stressed about your current investments or financial situation in general? Between a global pandemic, economic worries, and political uncertainty, it’s no surprise that we are seeing increased market volatility. All of this uncertainty may be causing you to wonder, “How will this affect […]
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Retirement Advice for Those Nowhere Near Retirement
It’s valuable to share insights and information with everyone who is on their journey to retirement — but it can be easy to focus more on those who are closer to retirement instead of earlier in their careers. So, here’s a look at some financial advice for younger workers. It’s […]
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Five Tips to Regain Your Retirement Savings Focus in 2021
In early 2020, 61% of U.S. workers surveyed said that retirement planning makes them feel stressed.1 Investor confidence was continually tested as the year wore on, and it’s likely that this percentage rose — perhaps even substantially. If you find yourself among those feeling stressed heading into the new year, […]
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Client Profile: How We Helped A Couple Transition To Retirement
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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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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