When you’re investing, you need to focus on the long-term. This is one of those pieces of received wisdom that everyone has heard, and most people at least pretend to…
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This report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stock and bond…
At the end of last year, Congress passed a bipartisan spending bill. Included in this bill is the Setting Every Community Up for Retirement Enhancement Act, also known as the…
The challenge in building an effective retirement income plan is to use available income tools and tactics in a strategic manner to meet the financial goals of retirement while also managing the risks confronting those goals. The financial goals of ret…
“You know…it is a lot different when you are actually retired.” The above quote from a recently retired client points to the challenges of retirement. The change from working and…
This report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stock and bond…
Hello everyone, I wanted to provide a quick update on where we are on the Retirement Income Style Awareness ™ (RISA) investigation. There was a pause in the action after the deadline because I took my summer break and we moved our offices in Virginia- …
This is part two of our three-part series explaining the importance of retirement income frameworks, and delving into the details of our Retirement Income Optimization Map™. Click here to read part one. The starting point for this process is to underst…
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