WorthWhile Reading

6 Common Retirement Planning Myths

6 Common Retirement Planning Myths

Myth #1: I don’t need to revisit my withdrawal rate Historically, a general rule has been that a properly diversified portfolio could last 30 years with withdrawals of 4% or less and annual increases to match the rate of inflation.   However, there isn’t a...

read more
Weekly Market Update

Weekly Market Update

  More of the same!       Last week the markets were not clear on where they were going to finish showing a few days of positive gains followed by more pullback. The market reacted negatively at the start of the week to poor inflation numbers that...

read more
Year End Financial Checklist

Year End Financial Checklist

  Well, the leaves are beginning to change and that means the year is winding down and it’s time to give your end-of-year financial check list items with deadlines a close look. Start planning and get items checked off before deadlines hit. Below are a few things...

read more
Weekly Market Update

Weekly Market Update

    Last week….we ended on a higher note than we had two weeks prior.     Please note the chart above is missing a week as we ran into data download issues for the week ending September 30. The markets seemed to be a bit wishy washy when trying to...

read more
Weekly Market Update

Weekly Market Update

    Unfortunately, more of the same downward trend!   I would love to be able to bring everyone good news! However, the markets did not seem to have the same intentions. The markets continue to trend downwards after the announcement of the rate hike...

read more
Budget – Friendly Fall

Budget – Friendly Fall

  The air is getting crisper by the day and the leaves are already floating to the ground. Fall is coming and everyone is gearing up for the fall activities that come with the sweater weather! Below are our favorite budget-friendly Fall activities.   1. Go...

read more
Weekly Market Update

Weekly Market Update

    The previous week’s rally did not continue into last week!   Last week all of our asset classes saw a bit of a decline. This was not a surprise to us. The CPI (consumer price index), showed a slight increase in inflation numbers from last month. AND...

read more
Weekly Market Update

Weekly Market Update

    Last week…ended with quite the rally for equities.     Of course, if you’ve been watching the markets this week, you’ve noted that most of that rally has already been undone.  Nevertheless, last week US Equities were all up anywhere from 2 to...

read more