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Weekly News

Some Critical Moves

This week’s article points out that “Social Security payments are one of the biggest assets that most people have,” and “how you handle that income has an important impact on an overall plan.” A “critical move” that is highlighted is not only to know your full...

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Building a Portfolio with Principal Protection

Building a Portfolio with Principal Protection This week’s article reminds us that pre-retirees can “diversify their portfolio in a way that distributes risk and prepares their retirement savings for growth in a variety of economic environments. It’s even possible to...

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Solutions not Problems

If you are like many, you are tired of reading so much about the negative consequences of COVID on our finances, employment and plans – whatever they may be, and you long to hear more about solutions. This week’s article tells us things we already know - that the...

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Formula for the math

Commentary: I’ve been asked to explain how the dollar amount of what someone receives in social security is impacted by their age at filing for SS. This week’s article does that. It tells us “One of the most important factors affecting your retirement security is how...

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Back Roads of the Economy

J.P. Morgan’s chief global strategist David Kelley recently gave a speech concerning there still being a long way to go before the US has a full economic recovery and it is “therefore wise for investors to be cautious.” “He compared the current situation to when he...

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