Building a Healthy Financial Foundation

How many pieces do you have in place? Provided by Jeff Gielau,ChFC When you read about money matters, you will sometimes see the phrase, “getting your financial house in order.” What exactly does that mean? When your financial “house is in order,” it means it is built...

Weekly Economic Update – June 7, 2021

In this week’s recap: Positive labor numbers lead stocks to a modest gain. Presented by Jeff Gielau,ChFC, June 7, 2021 THE WEEK ON WALL STREET A strong, but not too strong, employment report sparked a rally on the final day of trading, propelling stocks to a modest...

Investor Sentiment Is Shifting

This year, markets have experienced an odd phenomenon. Provided by Jeff Gielau,ChFC A recent survey shows that 63% of investors are more interested in protecting their financial assets and planning for uncertainty in the future than anything else.1 There are many...

Monthly News And Information For Current And Future Retirees

QUOTE OF THE MONTH “Embrace the glorious mess that you are.” – ELIZABETH GILBERT PANDEMIC ECONOMY OR NOT, SOME ARE ASPIRING TO RETIRE EARLY A new study from Hearts and Wallets, a research firm founded in 2010 to study American retirement saving and investing...

The Fed’s Taper Rehearsal

The talk is of tapering, and it’s making investors nervous. Provided by Jeff Gielau,ChFC The Federal Open Market Committee (FOMC) released the minutes of its April meeting last week. The report suggested that should the economy continue to make progress, it may be...