Retirement Income Planning

Tuesday’s Boxing Match!

Tuesday September 29th @ 9:00PM, many of us will be glued to the television for our Presidential Boxing Match Debate.  Will we find out anything new? Will it move the polls? One thing is for sure, the media will have more material to spin for a few weeks.  Will it be an Ali v. Frazier, a […]

The Markets/Fed/Economic Recovery

There’s enough going on to make your head spin!  The passing of Supreme Court Justice Ginsberg, TikTok, continuing Covid-19 issues, the economic recovery, stimulus battle, Federal Reserve alteration, the election, and of course politics!!!!  Certainly, enough to increase market volatility! First and foremost, we should honor the life of Supreme Court Justice Ruth Bader Ginsberg.  […]

A Year We’ll Never Forget… plus Corporate Profits & Unemployment/Stimulus…

This will mostly likely be one year ALL of us will never forget.  So much has happened and is happening, even as I type.  The news flow appears to be endless, whether it’s Covid-19, the economy, the markets, our international relationships, the election, or our current civil unrest. Reopening Pace Slowing? After the initial surge […]

Millennials/Markets/RMD Relief Expands!

For many years the Baby-Boomer generation drove the overall US economy.  When Boomers purchased minivans and SUV’s, sales BOOMED!  Whatever Boomers wanted, they purchased, and the markets along with the economy responded.  Do you recall the Real Estate Bubble?? Now, a new leader has emerged… Millennials! Millennials were born between 1982 and 2000; currently range […]

Markets Higher Last Week… & Pouring Rain Did Not Stop Father’s Day!!!

Recovery, Fast or Slow? We are now over 3 months from the beginning of our economic shut down! Those who are allowed to and ventured out, certainly spent money in May, as retail sales increased far more than expected.  There is very little doubt that consumer spending is going to continue increasing, as more states […]

Is It Time to Re-Open the Economy?!

The understandable battle of whether or not to re-open the economy, and how to do so, is divisive however warranted! Opinions are all over the place.  You are hearing them all day long so I won’t be repetitive. I’ve read that well over 50% of the Counties in the United States have actual deaths from […]

Is the Recent Stock Market Optimism Warranted?

Recent Stock Market Optimism Warranted? The S&P 500 finished last Friday @ 2874.56.  That figure is only 15% below the S&P All-Time closing high of 3,385 – recorded only a couple of months ago on February 19th.  The intra-day low hit during this period is about 2200 in March.  The range so far has been […]

The Market’s Next Move? It’s A Good Time to PLAN!

Stock Market – Up or Down Next? What About Bonds? Good Time to Plan Last week most stock market indexes increased over 10%.  The Dow was up 12.67%, the S&P 500 rose 12.10%, the Nasdaq Composite 10.59% and the Russell 2000 small cap index up 18.50%. The S&P 500 all-time high was 3393, reached less […]

Job #s Strong & Markets Continue to Climb!!!

2 Million Jobs have been created over the past 12 months, according to the Bureau of Labor Statistics.  Out of those 2 million jobs, 697k are workers aged 65 +, or about 36% of the total gain. The question is: why are so many age 65 +’s wanting to work?! Prior to the Mortgage Crisis […]

Broker Check Logo