Building a Portfolio with Principal Protection This week’s article reminds us that pre-retirees can “diversify their portfolio in a way that distributes risk and prepares their retirement savings for growth in a variety of economic environments. It’s even possible to build in some principal protection with the inclusion of Fixed Indexed Annuities (FIAs). FIAs are […]
Building a Portfolio with Principal Protection Read More »
If you are like many, you are tired of reading so much about the negative consequences of COVID on our finances, employment and plans – whatever they may be, and you long to hear more about solutions. This week’s article tells us things we already know – that the “economic downturn prompted by the coronavirus
Solutions not Problems Read More »
Commentary: I’ve been asked to explain how the dollar amount of what someone receives in social security is impacted by their age at filing for SS. This week’s article does that. It tells us “One of the most important factors affecting your retirement security is how long you work. Additional years make it easier to
Formula for the math Read More »
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 used to drive to New York from Massachusetts. It’s
Back Roads of the Economy Read More »
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