Pre-retirees are naturally thinking about their retirement risks, i.e., unexpected death of their partner, a lengthy illness, a pension plan disruption, inflation, stock market volatility, even government policy changes. In fact, the Society of Actuaries (SOA) in the...
Last Week… … was almost evenly split. All US stock indexes were down except for the big boys (Large Caps). Large Cap Growth +3.08% Technology +4.70% Things slipped back to the old pattern – Value took the punches as the recent ‘upstarts’, after...
Last Week… … saw some interesting new patterns. All US indexes saw modest growth except for Small Cap Growth Interestingly, Technology and Large Cap Growth were the lagers And Small Cap Value led the way at 1.36%! Small Cap Growth lost -0.28% US...
Phased-in retirement is a concept taking shape in the business world. Veteran workers are speaking up and presenting their creative ideas toward the usual “retirement process”. We’ve looked at early retirement and thought it might be interesting to take a glance at...
Last Week… … saw the broadest momentum in US stocks in sometime! US funds: Growth stocks led the way, each with an increase of 2% to almost 4.5% Value kept an almost even pace. The catch-up was closest in Mid-Caps with only a 0.04% difference in...
