Did you recently add a second comma to your bank balance? Has a recent financial event raised your net worth to the next level? It’s an exciting time, whether it’s the result of your longterm goals (e.g., from the sale of a business), a windfall transfer...
Stocks were mixed last week amid wide intra- and inter-day price swings, as technology shares bore the brunt of the downdraft. The Dow Jones Industrial Average gained 1.15% for the week. Meanwhile, the Standard & Poor’s 500 slipped 1.55%, and the Nasdaq Composite...
Despite not being as well known as some other retirement tools, annuities account for 6% of all (//brokercheck.fin assets earmarked for retirement. With about $2.6 trillion in assets, annuities hold more funds than Roth IRAs.1 An annuity is a contract with an...
A recent survey found that 28% of workers are very confident about having enough money to live comfortably through their retirement years. At the same time, 27% are not confident.1 In 2001 congress passed a law that can help older workers make up for lost time. But...
Rising recession fears and uncertainty in the bond and currency markets sent stocks to new 2022 lows last week. The Dow Jones Industrial Average declined 2.92%, while the Standard & Poor’s 500 slumped 2.91%. The Nasdaq Composite index fell 2.69%. The MSCI EAFE...
