You are here:
Market turbulence: Please remain seated

Blog

Market turbulence: Please remain seated

By in Financial Tips, General Education, Investor Behavior
1 week ago
1 week ago 0 38

Experienced investors know that periods of significant market volatility, just like airplane turbulence, although unwelcome and uncommon, are normal. And until recently, overdue, as we’ve communicated a number of times in Quarterly Context webinars posted here in this blog.   Market fluctuations are primarily driven by uncertainty and are unpredictably cyclical. While the reasons change, the most important question to ask is not why volatility is happening, but whether it…

How to protect your parents from elder financial abuse and fraud

By in General Education, Investor Behavior
4 months ago
4 months ago 0 92

Everyone thinks elder financial abuse could never happen to their family—until it does. Just look at Alfred Mancinelli. The 79-year-old gave almost $1 million in retirement savings to various con-artists, including one posing as a professional wrestler named Alexis Bliss. Convinced he was in a romantic relationship with Ms. Bliss, Mancinelli refused to listen to his children’s concerns. Instead, the retired man sued his own son for trying to intervene.  …

How pre-retirees can plan ahead for the long-term care reality

By in General Education, Investor Behavior
11 months ago
11 months ago 0 376

The U.S. population is aging. By 2034, all baby boomers will be older than 70 and older adults will outnumber children for the first time in U.S. history, according to Census data. With age comes a greater risk for chronic diseases and conditions—yet most adults are not facing this reality head-on. People tend to worry about how a market downturn would affect their retirement savings. But considering that 70% of…

What the evolution of wealth management means for Generation X and retirement

By in Financial Tips, General Education, Investor Behavior
1 year ago
1 year ago 0 838

A recent financial literacy study from Investopedia shows Generation X (or Gen X) is invested in—and concerned about—retirement. Currently between 44 and 59 years old in 2024, Gen Xers recognize that it’s time to get serious about retirement savings.  The study showed the top 3 worries for Gen Xers are retirement (21%), followed by saving money (13%) and digital currency (13%). The recent climate of inflation, rising cost of living…

Mastering longevity: Financial planning strategies for your health and your wealth

By in Financial Tips, General Education, Investor Behavior
1 year ago
1 year ago 0 326

The so-called “sandwich generation” is squished between their aging parents and adult children, like a piece of lettuce. That’s how some are now referring to Gen Xers (born roughly between 1965 and 1980). Between work demands, running a home, and responsibilities to both your parents and your children, midlife is often a time of “peak busyness”.  The upside of this stressful time is, it often serves as motivation. The weight…

Q4 2023 Quarterly Context Video

By in Financial Tips, General Education, Investor Behavior, News, Quarterly Thoughts, Video
1 year ago
1 year ago 0 754

Stock and bond markets came out better than expected in 2023 despite rate hikes, wars and collapsed banks, the chance of recession is dropping but still exists, markets may be more tepid in 2024, bonds got a boost at the end of the year. That plus a general key retirement planning review and more in this quarter’s Quarterly Context webinar …Watch to stay relaxed by staying informed, and remain current…

Q3 2023 Quarterly Context Video

By in Financial Tips, General Education, Investor Behavior, Quarterly Thoughts, Video
1 year ago
1 year ago 0 671

Fed rate hikes were expected but now paused, markets have been bumpy, a bond boost is on the horizon when rates drop. Some say the chance of a recession is going down, and too many people still use low-rate cash vehicles. That and more, plus our regular smart retirement planning advise in this quarter’s Quarterly Context webinar.  

Q1 2023 Quarterly Context Video

By in Financial Tips, General Education, Investor Behavior, Quarterly Thoughts, Video
2 years ago
2 years ago 0 632

Inflation is coming down, but stubbornly. Economists see the chance of some level of recession increasing, could that be a good thing? Low unemployment and low consumer confidence don’t usually happen at the same time, but inflation dynamics partly explain why. Cash and crypto showed unusual risks at different ends of the risk spectrum, who’s to blame? That and more in this quarter’s Quarterly Context webinar …Watch to stay relaxed…