by Springwater Wealth | Jul 8, 2021 | Financial Planning, Investment Management, Retirement Concerns, Wealth Management
After working – and diligently saving – for decades, retirement is finally here. And with it, the opportunity to travel more, to spend more time on your hobbies, to spoil your grandchildren, or perhaps to volunteer more time to causes important to you. If you’re like...
by Springwater Wealth | Jul 1, 2021 | Financial Planning, Investment Management, Retirement Concerns, Wealth Management
Previously, we defined “inflation”, explained how it’s measured, described its causes, and discussed why it can be a problem. We also described the general characteristics of investments that may help retirees protect themselves against inflation, and we identified...
by Springwater Wealth | Jun 8, 2021 | Financial Planning, Investment Management, Retirement Concerns, Wealth Management
For all but the wealthiest retirees, ensuring that your savings and investments will last long enough is important. So determining whether you’ll be able to maintain your desired lifestyle and level of spending is essential to a secure, comfortable retirement. Let’s...
by Springwater Wealth | May 26, 2021 | Investment Management, Retirement Concerns, Wealth Management
What does investment risk mean to you, either for an individual security like a stock, a bond or a mutual fund, or for your entire portfolio? Measuring Investment Risk If you’re like most people, you’ll probably refer to the investment or portfolio’s standard...
by Springwater Wealth | Apr 24, 2021 | Financial Planning, Investment Management, Retirement Concerns, Wealth Management
If you’re a Boomer (born 1946-1964), you’re either rapidly approaching retirement or you’re already retired. You’ve spent many years saving for retirement. While saving isn’t easy – just look at the dismal savings rate for most Americans as evidence – transitioning...
by Springwater Wealth | Mar 2, 2021 | Investment Management, Taxes, Wealth Management
In February and March 2020, as the Coronavirus pandemic was in its early infancy, professional investors, traders and economists were unsure about the impact it would have on the global economy, and on risky investments like stocks, bonds and real estate. In a matter...
