RETIREMENTGUY

For America’s biggest banks, the past twelve months have been one of the biggest tests of their resilience in history. The Coronavirus...

The beaten-down sectors from 2020 might be worth another look in 2021 In general terms, the bond market will rally when increases in the...

2020: 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...

On 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...

I have been working a long time on retirement planning that creates more and safer income for retirees. So long, in fact, that I...

The debate of value or growth stocks has been one of the longest debates in the investing world. Historically value has been the place...

Retirement is occurring at an unprecedented pace. Baby boomers have already been retiring in droves for the last several years, but...

If you lived through the recent real estate and economic recessions, the very headline of this article might cause you some emotional...

Investing 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...

The anticipation building up to elections often brings with it questions about how financial markets will respond. But the outcome of an...

The question I receive most from soon-to-be retirees is “where should I invest my money to generate sufficient income in retirement?” The...

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...

October is the month for fall colors, a chill in the air, Halloween—and financial planning. Yes, October is National Financial Planning...

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...

Stay away from these missteps to ensure your long-term finances are on track during the pandemic. WITH COVID-19 disrupting everything...

DIVERSIFICATION USED TO be simpler: To decrease the volatility risk inherent in stocks, you added bonds to a portfolio, mitigating swings...

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...

Eight suggestions on your way to establishing true financial wellness August is National Wellness Month, an entire month where we can...

WITH MORTGAGE preapproval, a lender checks your credit and evaluates details about your income, debts and assets using documents...

Financial markets can tell us a lot about the economic recovery ahead, based on their direction of travel and how confident investors...