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Back Roads of the Economy

Jul 6, 2020

J.P. Morgan’s chief global strategist David Kelley recently gave a speech concerning there still being a long way to go before the US has a full economic recovery and it is “therefore wise for investors to be cautious.” “He compared the current situation to when he...

Important Considerations

Jun 29, 2020

Considering all that is going on today, “pre-retirees may be asking questions about the impact of a stock market sell-off on their retirement savings”, and if there are “any steps that can be taken to protect savings and investments against future volatility.” This...

Without retirement savings

Jun 22, 2020

This week’s article discusses a type of “retirement plan” that some Americans who have had their retirement savings wiped out by COVID are engaging in, and that plan simply involves moving in with their millennial children. Instead, if you are looking to shore up your...

Regain your footing

Jun 15, 2020

This week’s article helps explain why the “economic gut punch of the COVID-19 pandemic is being felt by retirees.” “With the U.S. economy staring at a recession and the stock market having plunged more than 25% from its peak in February, retirees have seen the value...

Life

Jun 8, 2020

Insurance takes many forms, from covering our homes to our lives, and one form of insurance that we have received many questions on over the past few months relates to Life Insurance. This week’s article tells us that when a study was conducted in 2018 “Half of all...

Are you a Builder or a Protector?

Jun 1, 2020

We speak a lot about annuities and are often asked to describe the type of person who benefits from owning one. In responding, we often say they benefit both “the Builder” and “the Protector”. A Builder can be described as the person nearing retirement, concerned...