U.S. markets were up by low single digits in March. For the quarter, the Nasdaq performed best, followed by international developed markets and the S&P 500. The primary driver was the progress on inflation, which is well below where it started the year. Still,...
After a strong January, markets softened in February. U.S. markets were down by low single digits, international markets dropped, and emerging markets performed worst of all. The primary drivers were the disappointing inflation data and rising longer-term interest...
Ryan shares SRP’s perspective on the reliability of the “4% plan” in retirement. SRP’s Approach to Annual Withdrawal Rate There is a lot of research available on the validity of the 4% withdrawal rate in retirement. The idea is that, in any...
Ryan explains the importance of a balanced and diverse portfolio to get you through down markets like we are currently experiencing. The “Bucket Method”: Our Strategy to Balancing Risk and Reward Both stocks and bonds are down this year. Traditional 60/40...
Gabe and Ryan let you know about risk and reward in retirement for the best rate of return in different markets. Calculating Risk into Our Rate of Return Expectation Rate of return is a function of risk. Risk level changes based on the individual and their unique...
After a tough December, both U.S. and international markets showed gains in January. The primary drivers were the continued drop in inflation and the decline in longer-term interest rates. Despite the market gains, the economy showed signs of slowing, with consumer...
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