As the seasons change and the days start to get chillier, market trends are calling for doom and gloom in the economy. Some argue that a recession is inevitable if not already here. What exactly does this mean and what should Americans do if, in fact, we are in a...
Is the 4 Percent Rule Still Relevant? You may have heard the rule of thumb describing that it’s “safe” to withdraw a certain percentage of your investments each year in retirement. While “rules of thumb” can be guides in decision-making, they should NOT be driving...
We have all felt the pain of rising prices as we go about our daily lives, whether it’s at the gas pump, the grocery store, or when we travel. Inflation in the U.S., as measured by the Consumer Price Index (CPI), hit a 40-year high of 8.5% in March. This leaves many...
Managing your investment portfolio well to minimize taxes can be a major part of your retirement and financial planning. Have you ever heard the phrase ‘tax loss harvesting’? The technique can help to maintain tax efficiency over time, especially as markets fluctuate....
Up one day and down the next. The market is constantly moving and focusing on these daily fluctuations can raise many questions in your mind. Will your portfolio help you meet your long-term goals amid the market ups and downs? What if you are taking withdrawals from...
