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Finding just the right portfolio to help you accomplish your goals can be a daunting task. Fortunately, in 2017 there have been relatively few asset classes in which have not had positive performance. Just about any strategy employed has yielded positive results.

By: Robert Jeter, CFP, CRPC

By: Robert S. Jeter II, CFP, CRPC

Economic Update by: Robert S. Jeter II, CFP®, CRPC®

U.S employment: Demand vs. Supply The most recent monthly employment report showed Americans are less likely to be laid off than at any point in at least 50 years. For every 10,000 people in the workforce, 66 claimed new unemployment benefits in July. The previous low point, 83 per 10,000, was reached in April 2000, near the height of the tech boom.

By: Robert Jeter, CFP, CRPC

Volatility is the price we pay for long-term investment gains, that’s no secret. Our behavior on the other hand is usually what determines how much of those long-term gains we capture. Also, to what extent we are emotionally capable of riding this rollercoaster of volatility. While those are pretty obvious statements, what kind of volatility is considered normal?

Depending on who you ask, the biggest risk to a retiree can be one of many. One of the biggest that seems to be a back of mind item and often the least talked about, is inflation. Inflation is something we all know exists, and have felt and dealt with over the course of our lives. By definition: “a general increase in prices and fall in the purchasing value of money.”

Since 1950, there have been 58 different 10-year periods (i.e., the 10-years from 1950-59, 1951-60, 1952-61 . . . , 2007-2016). The S&P 500 has produced a positive total return result in 56 of the 58 decade long periods, i.e., 97% of the time. (via BTN Research).

What Are We Doing?: Updating Our Trading System and Financial Review Document -- When I'm giving presentations or in meetings, I frequently have a chance to mention that I am 47 years old and I'm going to be working throughout many of our clients entire retirement. I don't often put it in my emails so I thought I would this time.