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The G-7 Meet

The G-7 Meet

The G7 nations met this past weekend in England Over the weekend, President Biden concluded his first meeting with the world’s other major heads of state, wrapping up a gathering of the G-7 in Cornwall, England. He also met with Britain’s Queen Elizabeth II, the 13th...

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How Much Can I Spend in Retirement?

How Much Can I Spend in Retirement?

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...

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Roaring ’20s Redux?

Roaring ’20s Redux?

Is the American economy in another "Roaring '20s"? Historic US Economic Recovery You’ve lived through a remarkable period in American history. The global pandemic brought the country to a near halt in 2020. The economy shrank dramatically. Millions of workers lost...

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Should I Buy an Annuity for Retirement?

Should I Buy an Annuity for Retirement?

When someone mentions the word “annuity” to you, what are your immediate thoughts? Expensive? Complicated? A bad investment? Illiquid? If so, you’re not alone. Many retirees have negative perceptions of annuities. We’d like to set the record straight, but not because...

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What Does Investment Risk Mean to You?

What Does Investment Risk Mean to You?

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...

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Currents Pulling in Different Directions

Currents Pulling in Different Directions

The changing flow of a river in early fall Currents Pulling in Different Directions If you have ever gone rafting, kayaking or even tubing, you know that rivers are much more complex than they appear on the surface. The river may appear to be moving as one uniform...

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How Can I Safely Navigate My Retirement?

How Can I Safely Navigate My Retirement?

Any experienced mountaineer will tell you that the most dangerous part of a climb is the descent. More serious accidents and fatalities happen when climbers are descending than when they are climbing upward. There are lots of reasons for this. Climbing can be very...

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The COVID Restrictions are Lifting

The COVID Restrictions are Lifting

Will "Work From Home" become the rule, rather than the exception? The Markets The Dow Jones Industrial Average closed on Friday at 34,382, down 1.0% for the week. The broader S&P 500 Index closed Friday at 4,173, down 1.4% for the week. The tech-heavy Nasdaq closed...

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Jobs Data Sends Mixed Signals

Jobs Data Sends Mixed Signals

A growing number of colleges and universities will require masks for fall enrollment Jobs Report Causes Concern The Labor Department’s jobs report for April left investors both confused and encouraged. The report indicated that employers hired 266,000 workers last...

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Exploring More Sources of Retirement Income

Exploring More Sources of Retirement Income

Most of us think that saving is the most demanding part of planning and preparing for retirement. It takes discipline, persistence and commitment to accumulate enough resources to fund a 30+ year retirement. But, even after you’ve accumulated those resources, there...

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The American Economy Takes Off

The American Economy Takes Off

As more Americans get vaccinated and the economy reopens, travel is picking up The Markets All three main US stock indexes fell on Friday, and closed down slightly for the week. The Dow Jones Industrial Average ended Friday at 33,875, down -0.3% for the week. The...

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