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

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

By in Financial Tips, General Education, Investor Behavior
3 months ago
3 months ago 549

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
5 months ago
5 months ago 112

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
6 months ago
6 months ago 508

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
9 months ago
9 months ago 474

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
1 year ago
1 year ago 433

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…

Q4 2022 Quarterly Context Video

By in Financial Tips, General Education, Investor Behavior, Quarterly Thoughts, Video
1 year ago
1 year ago 432

The 4th quarter of 2022 was a difficult year for stocks and bonds, but there are several silver linings. What might be next for rates and inflation? What do economists say about whether there will be a recession or not? What are updated expected 10-year returns for stocks and bonds? (hint: there’s good news). How is the crypto currency crash similar to the Dutch tulip craze of the 1600’s, and…

10 questions that could change your life and financial independence

By in Financial Tips, General Education, Investor Behavior, Uncategorized
1 year ago
1 year ago 486

If you aren’t asking the right questions, you won’t get the best answers. When you change the questions you ask yourself, you can change your life. And the financial dimension of your life is no exception. Use the following 10 questions to help clarify your direction, establish meaningful milestones, and solidify a commitment to getting where you want to go. 1) How would having clear life goals impact your life? When your goals are…

Recessions and your financial plan

By in Financial Tips, General Education, Investor Behavior, News, Quarterly Thoughts
1 year ago
1 year ago 423

The threat of a recession continues to be one of the most pressing concerns for investors. Inflation has proved hard to restrain, and the Federal Reserve continues to raise interest rates. Disagreement on recession likelihood Whether the U.S. will fall into a recession is still uncertain, and a subject of debate amongst experts. According to a recent UCLA Anderson Forecast, the U.S. is not currently in a recession, and the chance…