4 Ways To Stay Calm When The Markets Stumble

Shock events such as the coronavirus outbreak and related stock market volatility can cause investors and 401(k) plan participants to act on their emotions. Putting a plan in place when markets turn south — and reviewing that plan when emotions are running high — can temper this impulse.  

Capturing a Lifetime of Memories: A Self-Interview Guide

It doesn’t take much to capture valuable memories—just a notepad and pen, or your smartphone. While you could write down all the answers, it might be easier and more fun to record them for future generations to hear and see! Other than that, our best advice is to be open and honest about your thoughts and experiences. While recording your memories might feel a bit forced at first, you’ll be surprised at how easy it flows once you get started.

Market Update for the Quarter Ending December 31, 2019

What a difference a year can make. At the end of 2018, markets were selling off due to political concerns, and the year finished on a sour note. But 2019 had a significantly better ending for investors. 

Countdown to Retirement

Before making any plan, it’s important to have a clear end goal in mind. Setting a target retirement date will help you create a timeline and guideposts you can measure your progress against. 


Market Update for the Quarter Ending September 30, 2019

U.S. markets had a positive September, which helped offset volatility earlier in the quarter. The S&P 500 returned 1.87 percent in September and 1.70 percent for the quarter. The Dow Jones Industrial Average performed better, with a 2.05 percent monthly gain and quarterly growth of 1.83 percent. The Nasdaq Composite lagged, with a 0.54 percent monthly gain, taking the index to a 0.18 percent gain for the quarter.

Caring for an Aging Parent

Caring for aging parents can be a difficult planning aspect to balance. If you are among the “Sandwich Generation,” you may be trying to support your aging parents as well as your own children. Today, individuals are living longer than before, so it is better to be prepared.


Protecting Inheritances for Married Children 

Statistics suggest that a high percentage of marriages will end in divorce. Although you may not be concerned about your own marriage, are you worried about protecting the assets of your married children?

Market Volatility, Risk Tolerance and a Good Nights Sleep

Market volatility shouldn’t keep you up at night.  Easier said in theory than in practice, right?  The week of  October 8th was a quick reminder that volatility exists in the stock market.  Always has and always will.  While a 3% drop in the S&P 500 is outside of the daily norm, a 1% swing isn’t. 

Back-to-School Feels Like New Year’s Day?

The more I’ve talked with families that have younger children the more I realized this was the same for most of them.  Since everyone is in that New Year’s mood, I suggest adding another to do on that list.  New Year’s is my busiest time of year, the second most popular New Year’s resolution next to losing weight is getting your personal finances straightened out.  Since the kids are back in school, now would be a good time to look at the cost of higher education.  

Football is Back! Turn Fantasy into Reality

One telltale sign that summer is quickly winding down and fall is in the air is that football is back! What better way to celebrate that than spending countless hours crafting/drafting and monitoring your retirement plan…err your fantasy football team.