Blogs

Demographics Differing on Retirement Plans

According to PwC’s recent Retirement in America report, the median retirement savings among people ages 55 to 64 is $120,000….

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Retirement Withdrawal Strategies

As hard as retirement saving and investing may seem, that’s the easy part. The real challenge is figuring out how…

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Putting Inflation Expectations in Perspective

Historically, inflation has been highly correlated with unemployment levels. When more people were out of a job, inflation was lower….

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America’s Seesaw Wealth

It is interesting to evaluate how various economic events throughout time affect different demographics. For example, the 2007-2009 Great Recession…

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The Investment Greats in America and What They Can Teach Us

Not surprisingly, some of the most notable investors in America founded well-known investment companies. For example, John Templeton, whom in…

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The Fed Changes the ‘FAIT’ of Economic Recovery

In the summer of 2020, the Federal Reserve announced its new approach to monetary policy on inflation. The Fed previously…

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Retirement Plans for Self-Employed People

As America’s work environment continues to evolve, one thing that has become evident is that — in many cases —…

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An Update on Municipal Bonds

Municipal bonds are popular among retirees and near-retirees as they seek to reduce market risk and position assets for a…

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A Top Financial Worry for Americans

A recent survey found that about 50% of couples do not agree on how much money they should have saved…

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