Market Update: March 2022
Commonwealth CIO, Brad McMillan, recaps February’s market and economic news. After a weak January, markets were down across the board in February. Although they were able to bounce back to end the month, could the Fed’s tightening policy and war in Ukraine spell more...
Withdrawal Rates: A Strong Case for Diversification
Is the 4% withdrawal rate still a good rule of thumb for retirement? The latest analysis of this popular strategy may say otherwise. The previous long-term consensus was that 4% was a safe withdrawal rate. What that means, is you would plan to take 4% of...
2021 Market Update: 4th Quarter
Solid December Caps Off a Strong Year for Markets Markets rallied to finish out the year, with all three major U.S. indices notching gains for the month, quarter, and year. The S&P 500 gained 4.48 percent in December, which contributed to an 11.03 percent...
7 Healthy Financial Steps for 2022
The New Year is not only a great time for establishing or re-establishing healthy fitness habits, but it’s also a great time to check in on your financial health no matter your age or how much money you make. What actions could you take in 2022 that take you...
An End of Year Financial Checklist: 10 Things to Consider
The end of the year and the beginning of the year are great times to assess, review and apply changes to your financial plans and habits. With new rules this year related to the pandemic, as well as several tax and retirement changes that carried over from last year,...Ready to Get Acquainted?
We offer a complimentary initial phone consultation with an advisor where we can tell you about our services and hear about your goals to see if our services are right for you.
