We’ve all heard the horror stories. Someone retires with what they thought was a rock-solid portfolio, only to watch 2008 happen and see half their savings evaporate. They thought they were diversified. They had multiple funds, different managers, various ticker
Wall Street is buzzing with a new term: “market melt up.” Many people are hearing about record highs and wondering what this means for their retirement. Investopedia defines a melt up as “rising stock prices driven by investors following the
As we enter the fourth quarter and year-end financial planning season, we’re hearing a familiar refrain in our offices: “I’ll take care of that in a few weeks.” However, those few weeks quickly turn into holiday mode, and before you
Risk in retirement planning isn’t just about choosing between conservative and aggressive investments. We’ve discovered that most pre-retirees and retirees are making a critical mistake when it comes to risk management – they’re taking too much risk with money they
The technology giants dominating today’s market—Apple, Microsoft, Amazon, Google, Tesla, Meta, and Nvidia—have created unprecedented wealth for many investors. However, when just seven stocks control 64% of the Nasdaq 100 and 34% of the S&P 500, we face a dangerous
When Good Markets Don’t Equal Good Returns We recently completed one of the most challenging endurance events in the country—29029—where we hiked the equivalent of Mount Everest’s elevation gain in 36 hours. The experience taught us that choosing your adversity
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