Even as the stock market has continued to climb recently month in and month out, investors are becoming uneasy.1 They worry that inflation will once again run rampant. That the Fed will not cut interest rates. And that what seems like a promising economic recovery will run out of gas. The uncertainty about the future […]
Answering the Question: Where Do We Go From Here? Read More
Presented by Mark K. Lund, Financial Advisor America has roughly 5 million people age 65 to 74 who are single and childless.1 While these solo retirees report that they enjoy their independence and added freedom, they are also worried about the downsides of being alone, such as loneliness and not having someone to rely on
Aging Alone Can Work, If You Have a Support Plan Read More
Presented by Mark K. Lund, Utah Financial Advisor Shortly after Aretha Franklin died, it was revealed that she had not left a formal will. At the time of her death the 18-Grammy-winning Queen of Soul had an estimated worth of $80 million and a catalog of intellectual property which was sure to continue generating royalties.
Love Means Having an Estate Plan Read More
You see one headline that says, “Inflation Finally Under Control,” followed by one that reads, “Banks Wary of Further Inflation.” A news outlet announces, “Unemployment Near Record Low.” Yet on the same day another says, “Tech Companies Eliminate Thousands of Jobs.” You might wonder, are we in good economic times or bad? What’s really going
There are obvious advantages to working past the typical retirement age of 65. First, in many people’s minds, is money. Making an income and continuing to save while not drawing down your nest egg can have a big financial impact, especially if you’re trying to catch up. Second, if you enjoy your work, it can
There are two kinds of investors. Passive and active. This is somewhat of an oversimplification, but essentially there are those who believe in owning broadly diverse funds with low administrative costs and holding them for the long-term—versus those who believe in buying stocks that show signs they’re about to go up and selling stocks that
In 1997 William Strauss and Neil Howe published The Fourth Turning: An American Prophecy. The premise of this fascinating book is that American history has gone through a cycle of recurring “seasons,” brought about by a repeating sequence of four generation types.1 For example, they posit that the generation that came of age after the
On its surface, investing for retirement seems to be all about getting the numbers right. Your timeline, your tax strategy, your portfolio allocation, and your income goals are all things that can be analyzed and decided on using math. But there’s another component to your investing that can have a significant impact on your results.
Hans Christian Andersen recorded a folktale about a poor farmer who takes his horse to market to sell or exchange for something that will be more practical for his farm. But on the way to his destination, the Old Man (as he’s known in the story) makes a series of ill-advised trades. In each case
More than 40 years ago, if you had made a list of the most influential investors in America, Peter Lynch would have been near the top. From 1977 to 1990 he ran Fidelity’s Magellan Fund, and during this span compounded capital at a rate of more than 29%.1 He achieved this feat by managing to
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