Category Archive for: ‘Retirement Planning’

  • Morningstar Investment Conference

    This was our second year attending the Morningstar Investment Conference in Chicago, which brings together some of the major thought leaders in our industry.  Listed below are a few of the conference’s outstanding speakers: Larry Fink, CEO of Blackrock Jack Bogle, founder of Vanguard Michael …

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  • 6093690339 A09493f126 Financial Planning

    Reasons for Continued Stock Market Volatility

    The recent bounce in U.S. stocks has been welcomed after the tumultuous January and most of February 2016.  Does this mean that we will race back to the S&P 500 market high of last year?  Of course short term market forecasting can be a futile …

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  • 11431740684 7a83a4e13b Volatility

    Good Read

    The last two weeks can definitely be defined as volatile. The financial press attributed the volatility to China, the price of oil, and investor sentiment.  A number of people are not only questioning why China should move the US market but also why one should …

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  • Ef35b40b2af51c3e81584d04ee44408be273e7d219b2154593f1 640 2015 Calendar

    Recap of 2015

    January 2015 started out with such high hopes for a lot of forecasters. Top forecasters projected that the S&P 500 index would end somewhere between 2100 to 2350 by December 2015.  However the S&P 500 ended in the red for the first time since 2011 …

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  • Screenshot 2014 02 14 14.14.42 300x180

    Why Should The Number 98 Scare You?

    Why Should The Number 98 Scare You? On Tuesday February 11th the House voted to increase the debt limit.  The general consensus is that the Senate will pass the measure without any strings for deficit reduction.  The latest numbers from the Federal Reserve show that …

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  • Fredgraph

    Live Below Your Means

    If you would be wealthy, think of saving as well as getting. –Benjamin Franklin Franklin had it right.  You can accumulate funds when you live below your means.  Savings doesn’t just have personal implications.  It has national implications as well.  Saving enhances a nation’s banking …

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