March 2018 Market and Economic Outlook
Despite the pick-up in volatility at the end of January, risk assets continued their upward ascent throughout the month. Expectations surrounding the implementation of the newly passed tax reform bill and the weakening US dollar served as positive catalysts for the month.
Avoid the pain of regret: a disciplined approach to retirement savings
With 39 percent of Americans feeling ill-prepared for retirement, according to the Employee Benefit Research Institute’s 2017 Retirement Confidence Survey, we are often challenged to come up with a solution to make saving easier.[1] Unfortunately, there are no easy solutions, and in the absence of u
Fed continues on road to interest rate normalization
In a widely anticipated move, the Fed increased interest rates by 25 basis points on March 15, 2017, the second interest rate hike in three months and there are talks of potentially two more raises this year.
Economic Outlook - April 2016
After an extremely volatile quarter, the broad equity market indexes ended just about where they started. Risk assets began the year under heavy pressure, with the S&P 500 Index declining more than -10% to a 22-month low on February 11.
Understand April 29th 2016 Social Security Deadline
As the April 29th Social Security deadline approaches for the file and suspend strategy, phones have been busy. Not all clients need to act prior to that deadline, however.
The file and suspend and the Restricted Application strategies work in conjunction with one another for a married couple.
Markets Rally in Anticipation of G20 Summit
On this week’s podcast (recorded February 26, 2016), Bill Miller, CIO from Brinker Capital discusses the recent string of positive news, the hopeful outcome following the G20 Summit, and what still remains as cause for concern:
What we like: G20 Summit underway to discuss new policies intended to h