The traditional retirement age in the United States is 65, the age at which most people are eligible to begin receiving full Social Security benefits. But many people feel the allure of leaving the workforce much sooner. Many Americans are deciding to retire earlier than planned, whether by choice or

In an engaging piece by David Booth, the founder and chair of Dimensional Fund Advisors, a critical question is raised – can artificial intelligence (AI) help pick stocks? With the advent of technology capable of processing vast amounts of data, many might be inclined to say yes. However, Booth offers

DOWNLOAD THE PDF Spring is here and symbolizes a fresh start and new life. We hope this theme continues throughout 2023 in the market as well. Though the markets are up in 2023, it hasn’t been without volatility or headlines. Between banks failing and countries moving away from the dollar,

We all remember the 2008 financial crisis and recession, as millions of people lost their jobs, homes, and ways of life. While a lot of factors contributed to this economic disaster, one term can cover nearly all of them: systemic risk. Let’s look at what systemic risk is and how

You may remember that in late 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which brought a wide array of changes to retirement planning and savings. On December 23, 2022, Congress passed another retirement bill, known as SECURE Act 2.0, which expands upon the 2019

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The First Friendly Quarter to Investors in 2022 DOWNLOAD THE PDF For the first time in 2022 all markets were positive. You’ll notice that ALL Equity, Real Estate Markets, AND Bonds were up. Granted all 1 yr data points are negative, this is a positive step towards regaining losses. The International

For the first time in a long time, people are talking about US Treasuries as an investment option. This is largely due to the turmoil in the equity markets and the historic rise of interest rates in 2o22. But why would you want to invest in Treasuries? When it comes

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The Third Quarter Was not Friendly to Investors For the second quarter in a row, all markets were down. You’ll notice that ALL Equity, Real Estate Markets, AND Bonds were down, again. This is the second quarter in a row that the Quarter, YTD, and 1-year returns for ALL markets are

This is a new resource that we enjoyed. This presentation does a good job showing information that has happened in the last quarter an beyond. We especially like pages 7-14.

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DOWNLOAD THE PDF Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that in Quarter 2 of 2022 ALL markets were down. The US Market was down 16.70% while the International Developed Market was down 14.66% and the Emerging Market