Quarterly Market Review – Q4 2019
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic. Click HERE to download this quarter's breakdown!
Year-End Performance Dashboard
In sharp contrast to last year, U.S. equities triumphed in 2019, with the S&P 500® up 31%, its biggest annual gain since 2013. Easing trade tensions and Fed accommodation renewed optimism about the economic outlook. Mega-caps dominated as gains for the S&P MidCap 400® and the S&P SmallCap 600®, 26% and 23% respectively, lagged the S&P 500. International markets also gained, with the S&P Developed Ex-U.S BMI up 23% and the S&P Emerging BMI up 20%. High [...]
November Performance Dashboard
Amid optimism that U.S.-China trade issues will be resolved amicably, U.S. equities showed strength in November. The S&P 500® was up 4%, its biggest monthly gain since June, while the S&P SmallCap 600® and the S&P MidCap 400® gained 3%. International markets also gained, with the S&P Developed Ex-U.S BMI up 1%. The resurgence in Value continued, as Enhanced Value was the best performing factor. Year-to-date, Quality was the top performing factor index, up an impressive 29%; not [...]
Video series: Retirement Readiness #3 – How should I Invest?
How much retirement income can YOUR portfolio support? Have you considered interest rate and inflation risk? Focusing on a final number doesn't tell the whole story. It's important to have discussions with a financial planner about income streams and cost of living in your retirement years.
Top 8 Reasons to Choose a Solo 401k – SIGN UP BELOW BY 12/31/19!
8 REASONS TO BEAT THE DEADLINE! SIGN UP FOR A CONSULTATION HERE! Solo 401ks are cost-effective, powerful retirement vehicles. They are designed for self-employed workers who have no employees other than a spouse. They allow small-business owners to stash away much more for retirement than they could stash in a traditional IRA or a SEP IRA, while avoiding the expense and paperwork of setting up a full traditional 401(k) plan. 1) Generous Contribution [...]
Video series: Retirement Readiness #2 – How Much Should I Save for Retirement?
Check out this second installment of the Retirement Readiness series! How much should you save for retirement? Marlena Lee, PhD, discusses important factors that can help you meet your goals, like determining your savings rate, monitoring your progress, and making adjustments over time. This My Retirement Income Calculator can help give you a sense of how much income your savings could provide in retirement.
