2017 was by all measures a banner year for the markets and the economy. A new year presents opportunity for investors to re-align their portfolios and get a fresh start on planning to ensure their retirement success. Below we have compiled five planning items to consider as you review your retirement strategy to start the new year.
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.
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.”
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.