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...
Blog
Stubborn Case Counts versus Expanding Vaccination
Israel has succeeded in halting viral spread, and has lifted outdoor mask requirements The Markets The Dow Jones Industrial Average and the benchmark S&P 500 Index both hit new all-time highs on Friday, producing a fourth consecutive week of gains, with optimism about...
The COVID Race Continues
Global vaccine production has been racing to keep pace with a mutating virus A few weeks ago, we used an ultra-marathon as a metaphor for the race we’re running against the coronavirus. Americans might think that this is a national race, or perhaps a race just for...
America’s Economic Engine Picks Up Steam
The US economy is picking up steam, leading the world out of the Coronavirus pandemic The Markets Both the Dow Jones and the S&P 500 hit fresh record highs this morning, and the Nasdaq is up around 0.8%, a sign that investors continue to expect strong economic...
The Race Toward Herd Immunity
The marathon race of vaccination versus variant spread is continuing We're in middle of an ultra-marathon. You may not be familiar with “ultras.” These aren't ordinary marathons. A traditional marathon is just over 26 miles. An ultra is longer. Some are 100 miles, and...
The Race Between Vaccination and Variants
As more seniors are vaccinated, families are able to reconnect in person In Case You Missed It "A Conversation about Reverse Mortgages" Last week, we hosted the latest in our series of conversations with specialists in their field. Our guest was Paul Pomeroy of...
One Year Later
The pace of vaccinations continues to accelerate across the country A year ago, last week the World Health Organization officially decreed that the spread of the virus now known as COVID-19 had become a global pandemic. Life as we knew it changed. The economy was...
Late Life Planning for “SiNKS”
John recently helped his father, Jeff, transition into a memory care facility. It wasn’t supposed to go this way. John’s father is 83 years old. He lived a pretty clean life - he ate reasonably well, didn’t drink or smoke, and was fairly active physically. And Jeff’s...
Vaccine Distribution Accelerates, and Congress Prepares More Relief
The pace of vaccinations continues to accelerate across the country In Washington After a marathon debate session that lasted over 24 hours, the Senate on Saturday approved the American Rescue Plan along party lines. The Senate’s version of the bill differs from the...
How Investors Can Take Advantage of Market Volatility
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...
The Bond Market Signals a Warning
Some investors believe the bond market is sending a signal about the economy At the beginning of the pandemic and to minimize the damage to the economy, the Federal Reserve reduced short term interest rates to nearly zero and indicated that rates would be remain low...
The Increasing Promise of Vaccines, and a Grim Milestone
The SEC is reportedly investigating misinformation in social media posts about GameStop In Case You Missed It "A Conversation about Annuities" Last week, we hosted the latest in our series of conversations with specialists in their field. Our guest was John Lenz of...
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