Blog

Recently, I attended an investment conference and had an opportunity to listen and learn about updates and trends in the investment world. During a specific education session, we were told a story about statistics and bombers in World War II that I think draws some parallels to today’s investors.

In June, the Trustees of Social Security’s trust funds released their annual report (viewable at https://www.ssa.gov/OACT/TR/2018/tr2018.pdf). What many already know remains the same, the outlook for the future of the Social Security program as we know presents a challenge on the horizon.

First Quarter Market Brief Below - Full Market Update and Outlook Available to Clients 

Part of being a Financial Advisor who works with retirees is helping our clients determine how to potentially maximize their Social Security benefits.

When retired, cash flow matters. For many people life insurance premiums can be a large budget item, and over a 25-year retirement can be an enormous outlay. I work mainly for retirees and like to make sure these long-term trends are needed and working in their favor. Life insurance is definitely needed during many different points in life.

2017: We can say with certainty that 2017 has been one for the books. And we mean that quite literally. We saw significant gains from almost every sector of the market and for the first time in history, the S&P 500 was positive all 12 months of the year.