Monthly Archives: February 2018

Five Financial Planning Questions to Ask in Retirement

Enjoying a comfortable retirement depends on how well you prepared ahead of time to support your desired lifestyle, and how well you keep a pulse on your financial well-being after you retire. You may need to check periodically to ensure you can continue to afford retirement and health-care needs, no matter how much planning you did beforehand. To help you analyze your financial standing, here are 5 financial planning questions to ask yourself in retirement.… Read More »

How To Stop Worrying And Love Market Volatility

Karl Kaufman “Buy the ticket, take the ride,” wrote Hunter S. Thompson in his classic book Fear and Loathing in Las Vegas. Equity investors have been on a bumpy ride this month as volatility, lying dormant for what seems like an eternity, returned to the market in force. Wild swings in the Dow — thousand point drops followed by triple digit gains followed by drops and then gains — erased much of January’s returns and… Read More »

Trusts Have Changed: Time To Re-Engineer Your Estate Plan

by Ashlea Ebeling The federal tax overhaul just doubled the amount of wealth you can pass to heirs estate-tax-free–without using any trusts or planning gimmicks. Yet rather than looking for a new specialty, top trust lawyers are positively giddy about the opportunities created by the law President Trump signed three days before Christmas. The letter of the law allows slightly more than $11 million per person to be passed to kids or other noncharitable heirs… Read More »

Understanding Recent Market Volatility

After months of relative calm, market fluctuations are causing many investors to wonder what is happening to the economy. During times like these, viewing events in their proper context is imperative. This paper is an effort to provide you with clarity and perspective. Our Analysis of the Recent Market Turbulence The markets started 2018 with the wind in their sails, and investors watched as indexes continued their nearly straight-up trajectory from 2017. Then, after the… Read More »

Retiring in a Volatile Market

Should Retirees be Worried? Market volatility is a historic inevitability; as a long-term investor, you are guaranteed to experience years of volatile or negative portfolio growth. If volatility coincides with your retirement, you might be worried about how it may affect your savings and income. While history tells us that stocks perform well over the long term, in the short term, market shocks like low crude-oil prices, geopolitical uncertainty, and concerns about the global economy… Read More »