Quarterly Market Update – Q1 2024
Quick Hits Strong Start to the Year for Stocks (A positive March for stocks caps off a solid first quarter.) Mixed Quarter for Bonds (Bond returns were mixed due to rising rates in the quarter.) Healthy Economic Growth (First-quarter economic reports show signs of...
After the Last Paycheck
You’ve been looking forward to retirement for most of your working life. Maybe you’ve been anticipating relaxing on a beach, traveling, or writing a book. You might have great plans for all that free time, but do you have a financial strategy that makes it all...
401(k) Loans: Borrowing from Your Future
If you need funds to cover an unexpected expense, taking a loan from your 401(k) account may sound appealing. Although many retirement plans offer these loans, borrowing from your 401(k) comes with unique risks and costs that can seriously compromise your long-term...
Do-Over Options for Social Security Claiming Decisions
If you claim your social security benefits and later realize doing so might not have been in your best interest, you may have an opportunity for a do-over. There are three strategies that may apply, depending on your individual circumstances. Let’s take a look at...
Emotions of Investing
Logic and emotion have never been a perfect pairing. It is logical for investors to stay focused on their long-term goals during volatile markets, but emotionally it is very difficult to follow this reasoning. Emotional instincts, which may be valuable in certain...Ready to Get Acquainted?
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