Welcome to the blog.
Stock Market Crash Probabilities In Q4
We’re recommending getting out of the market, again. As far as we can see the market is broken in the U.S. and U.K. The United States valuations are way too high, even without the economic fiasco underway, and the U.K.’s market structure appears at best to be broken in many places. We decided not to play ball in a minefield.
Are you Prepared For A 2nd Stock Market Crash Of 2020?
When it comes to your retirement plan and trying to “time the markets,” good luck, because no one knows when the market will go up, and no one knows when the market will go down.
Why Now is The Time To Transfer Your 401K To An IRA
The Federal Reserve is buying junk bonds and corporate debt ETFs as part of its campaign to revive the American economy. Next on its shopping list could be common stocks which would not be good for future investment upside.
10 Reasons the stock market will likely crash again
Despite the fact that many saw it coming, the stock market crash of March 2020 took an enormous toll on global economies. Most G20 countries saw an economic downturn of 30 % (percent) as a result of the global shutdown and widespread panic caused by the global health crisis.
HOW DOES COVID-19 AFFECT YOUR
SOCIAL SECURITY BENEFITS
A RECENT REPORT SHOWS IT COULD BE DEPLETED BY 2029
Social Security plays a vital role in the financial security for tens of millions of Americans. However, we've known for years that Social Security faced a long-term challenge, as the large number of retiring Baby Boomers reflected a demographic shift that is predictably putting pressure on the program.
HOLD ONTO YOUR GAINS!
WHY AN ANNUITY IS CRITICAL IN A RETIREE’S
PORTFOLIO IN 2019 AND BEYOND
To end 2019, our phones have been ringing off the hook. With the markets back to 2008 volatility, investors have been in panic mode trying to figure out what to do....
A Bigger Advantage for Medicare Advantage Plans
Close to the end of December, we received a call from a 62-year-old gentleman, a neighbor of one of our clients. After a quick introduction, he asked, "I've heard from my neighbor that you work in the stock market. I wanted to discuss my investments. Can you please help?"
One of my family’s favorite places in Arizona is the Rawhide Western Town off of I-10 in Chandler, Arizona. It is an authentic replica of an 1880’s town complete with a Main Street...
Watch Your Retirement Budget
Congratulations! You’ve made it to retirement and your Golden Years! You're going to sit back, relax, enjoy the sunshine and reflect on life so far...
How to Decide When to Retire (or decide anything)
Isn’t decision-making supposed to get easier as you get older? If our clients are any indication, that’s not the case. It seems like every day in our office...
10 Healthy Snacks to Pack
Even if you have a healthy diet for breakfast, lunch, and dinner, you may be undoing your good habits if you indulge in unhealthy snacks in-between meals...
Do you know IRMAA?
You may already be familiar with IRMAA. I’m not the Irma who lives on your street. I am referring to the Part D income-related monthly adjustment amount (IRMAA)...
Bad News for Bond Owners
In the original 1976 film, Bad News Bears with Tatum O’Neil and Walter Matthau, the Bears lose the final game, but they celebrate anyway because they...
Conquer Your Retirement Fears
In a perfect world, retirement would look like it does in a magazine ad or in commercials. Visualize...
Inflation Is Coming and How To Prepare
Inflation is on its way back to America! Since this topic hasn’t come up since 2007, let’s brush up on that...
Get Yourself a Team!
Steve and Judy (names changed for privacy) were meeting with one of our Medicare planners to assist them in selecting the most appropriate Medicare....
New Medicare Cards are on the Way
Be sure to keep an eye on your mailbox. If haven’t heard already, Medicare will be sending out new cards starting this April...