Avoiding Bad Luck with Rebalancing It’s easy to be complacent as our account balances have risen over the past twelve years. The record fast market decline from COVID was offset by an equally fast recuperation, driven by large doses of fiscal and monetary stimulation....
The famed economist John Maynard Keynes once quipped: “The market can remain irrational longer than you can remain solvent.” Or employed. Or happily married. It’s easy to get complacent when we watch our account balance increase during the great melt up over the past...
I spent 2 days last week at a continuing education conference with Ed Slott & Company. This is my third year in the program. Slott has been a thought leader in retirement and distribution planning for over thirty years. My Master Elite membership gives me full...
“I hope I never recover from this.” William Shatner on his journey into space at age 90 Reflation, inflation, or deflation….that was so last quarter. This quarter “stagflation” also began to gain attention. Stagflation evokes fear of the 1970’s when...
Social Security Status: Ignore the Headline Hype Social Security issued its Annual Trustees report on August 31. The report discussed the long-term financial status of the program. However, different media sources report the same data in very different ways. Some...
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