RetirementGuy2 days ago3 minSectors to Consider if Inflation Continues to RiseThe beaten-down sectors from 2020 might be worth another look in 2021 In general terms, the bond market will rally when increases in the ...
RetirementGuyJan 156 min2020 Global Market Commentary2020: A Tale of Two Markets 2020 can be summarized by the famous Charles Dickens line from A Tale of Two Cities: “It was the best of time...
RetirementGuyJan 71 min8 ways to invest confidently in retirementOn February 24, when the US stock market started to slide, investors got nervous. By March 23, the S&P 500 was down 34% from the February...
RetirementGuyDec 10, 20201 minHow to Turn Your Retirement Savings into Retirement IncomeI have been working a long time on retirement planning that creates more and safer income for retirees. So long, in fact, that I sometime...
RetirementGuyDec 3, 20201 minValue vs Growth StocksThe debate of value or growth stocks has been one of the longest debates in the investing world. Historically value has been the place wh...
RetirementGuyNov 19, 20201 minWhat Retirees Don't Know About Retirement Income Planning Does Hurt ThemRetirement is occurring at an unprecedented pace. Baby boomers have already been retiring in droves for the last several years, but compo...
RetirementGuyNov 12, 20201 minWhy Real Estate Builds Wealth More Consistently Than Other Asset ClassesIf you lived through the recent real estate and economic recessions, the very headline of this article might cause you some emotional pai...
RetirementGuyNov 5, 20201 min 7 Tips for Long-Term InvestingInvesting is a long game. Whether you want to invest for retirement or grow your savings, it’s best when you put money to work in markets...
RetirementGuyOct 29, 20201 minHow Much Impact Does the President Have on Stocks?The anticipation building up to elections often brings with it questions about how financial markets will respond. But the outcome of an ...
RetirementGuyOct 22, 20201 min7 Strategies To Generate Sufficient Cash Flow In RetirementThe question I receive most from soon-to-be retirees is “where should I invest my money to generate sufficient income in retirement?” The...
RetirementGuyOct 8, 20201 minLump Sum vs. Annuity: Which Should YouTake?If you’re lucky enough to win the lottery or have a pension plan, you may need to decide whether you want to take your earnings in a lump...
RetirementGuyOct 7, 20201 min7 Important Questions a Financial Plan Can Help You AnswerOctober is the month for fall colors, a chill in the air, Halloween—and financial planning. Yes, October is National Financial Planning M...
RetirementGuyOct 1, 20202 minWondering Whether You Missed the Recovery? Why long-term investing success is about time in the market, not timing It is only natural that investors would want to find some way to ...
RetirementGuySep 24, 20201 minRetirement Planning Mistakes to Avoid During CoronavirusStay away from these missteps to ensure your long-term finances are on track during the pandemic. WITH COVID-19 disrupting everything fro...
RetirementGuySep 17, 20201 minQ&A: Diversification and Portfolio Risk MitigationDIVERSIFICATION USED TO be simpler: To decrease the volatility risk inherent in stocks, you added bonds to a portfolio, mitigating swings...
RetirementGuySep 11, 20204 minShould Equity Investors Worry About September? September has historically been the worst month of the year for investors So much for the notion of “Sell in May and Go Away.” If you sub...
RetirementGuyAug 27, 20203 minEight suggestions on your way to establishing true financial wellness Eight suggestions on your way to establishing true financial wellness August is National Wellness Month, an entire month where we can foc...
RetirementGuyAug 20, 20201 minHow to Get Preapproved for a MortgageWITH MORTGAGE preapproval, a lender checks your credit and evaluates details about your income, debts and assets using documents includin...
RetirementGuyAug 7, 20203 minFive graphs that show how uncertain markets are about the coronavirus recoveryFinancial markets can tell us a lot about the economic recovery ahead, based on their direction of travel and how confident investors fee...
RetirementGuyAug 7, 20201 min8 Ways to Keep Investing During a RecessionRecessions can make investors nervous, and you may be wondering whether your portfolio needs some tweaking. While it may be tempting to a...
