Posts Tagged ‘market volatility’
Takeaways From the 2018 Berkshire Hathaway Annual Meeting
As he does each year, the United States’ arguably most successful investor, Warren Buffett, shared his wisdom and observations at this year’s Berkshire Hathaway annual shareholder meeting. Buffett is known not just for his investment prowess but for his ability to pare down his insights into information the average investor can understand. Wealth managers are…
Read MoreHandling Market Corrections Correctly
Today’s political environment and recent volatility in the U.S. stock markets, particularly February’s correction, caused concern for some investors. If you’ve met with a financial advisor who designed a strategy to fit your individual financial goals, timeline and tolerance for risk, it’s generally recommended you stay the course.1 But that doesn’t mean to hold steady…
Read MoreTax Preparation vs. Tax Planning. Here’s How You Could Save Thousands of Dollars in Taxes
Most Americans ignore the one thing that could help them save thousands of dollars in retirement. It’s called tax planning. Don’t miss Retirement Solutions Radio show, “Tax Preparation vs. Tax Planning. Here’s How You Could Save Thousands of Dollars in Taxes” Listen Now! Our firm assists retirees and pre-retirees in the creation of retirement strategies…
Read MoreThe Ultimate Guide to Claiming Your Social Security Benefits
If you’re nearing retirement, chances are you’re paying closer attention to your social security statement these days. But the truth is, that doesn’t even begin to tell you the whole story. Your benefits could be significantly higher, or lower depending upon how and when you claim your benefits. Learn how on Retirement Solutions Radio show,…
Read MoreOngoing Veteran Program Receives Funding
On Dec. 22, 2017, President Trump signed a continuing resolution authorizing $2.1 billion to extend the Veterans Choice Program (VCP) in 2018.1 This is a temporary funding solution that will enable the VCP to continue providing veterans access to health care within their communities. The VCP program was set up to allow Department of Veterans…
Read MoreGreen Innovation and Investors
President Trump may have announced his intention to drop the U.S. from the Paris Agreement last June,1 but that didn’t stop commerce from pressing on with “green” innovation. Drawing from lessons learned from the emerging renewable energy industry, many global corporations have found there is money to be made by saving the world from pollutants.…
Read MoreSteps for Building a Retirement Income Plan
Not everyone has dramatic success as an investor. For many, the key isn’t to have great stock market insights or great luck, but rather the foresight to consistently invest in regular installments over a decades-long timeframe. This is a prudent and time-tested means to accumulating a nest egg for retirement. However, growing assets in a…
Read MoreThe Nature of Risk and Reward
Every investment carries some risk. However, it’s a misnomer to think that the bigger the risk you take, the bigger the reward you’ll receive. This may be especially true for those who are near or already in retirement. Consider the story of the tortoise and the hare. The tortoise pursued a slow but steady pace…
Read MoreInvesting for the Long Term
What does the phrase “long term” mean to you? For children, long term can mean waiting for Christmas or summer vacation that feels like a million years away. For young adults, long term may reference how long it takes to pay off student loans. As we get older, we begin to understand that long term…
Read MoreWhen One Spouse Retires First
It’s easy to think of retirement and dream of a relaxed stroll into the sunset with your significant other by your side. After all, many advertisements repeat this theme with salt-and-pepper-haired couples strolling hand in hand across a beachfront. Yet, this is not always the case. Anymore, we often see couples retire at different times…
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