Q1 2025 Quarterly Context Video

Q1 2025 Quarterly Context Video

5 days ago 0 7

Politics and tariff mania are making markets and consumers nervous, some markets are up and some are down but diversification is helping cushion returns, volatility is overdue and more normal than people think. 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 about things that actually matter to staying focused on your long-term…

Q4 2024 Quarterly Context Video

3 months ago 0 2

US hiring numbers were higher than expected, Inflation continues its bumpy ride, US economic growth extended its solid streak, the fed cut rates twice, the Trump won the presidential election, the stock market took a dip, but despite that, the market had the best 2 years in a quarter century. That plus a general key retirement planning review and more in this quarter’s Quarterly Context webinar …Watch to stay relaxed…

Increase your savings with higher 2025 retirement plan contribution limits

3 months ago 0 139

Saving enough each year for retirement is the most important thing you can do towards becoming retirement ready, followed by investing consistently with your life stage and other goals. Not everyone needs to save up to the IRS maximum retirement plan savings limits, but some should save up to the limits (or more, outside of a retirement plan) in order to meet their retirement readiness goals. Most people need to…

Q3 2024 Quarterly Context Video

6 months ago 0 3

Economic growth in the US quickened, but then slowing growth fears rattled markets, pre-election uncertainty is starting to make markets wonder what the future holds, the Fed cut rates by half a percent as lower inflationary pressure gave the Federal Reserve more confidence, and how to be smart with cash. That plus a general key retirement planning review and more in this quarter’s Quarterly Context webinar …Watch to stay relaxed…

Q2 2024 Quarterly Context Video

8 months ago 0 600

Stock markets continue up, bonds are flat, rates remain unchanged, inflation is cooling, and the recession-avoiding soft-landing appears to be happening… so far. That plus a review of key retirement planning basics and more in this quarter’s Quarterly Context webinar …Watch to stay relaxed by staying informed, and remain current about things that actually matter to staying focused on your long-term goals and strategy.

Q1 2024 Quarterly Context Video

1 year ago 0 714

Is there still a chance of a recession? Inflation has small a surprise uptick, Fed interest rates remained unchanged, causing bond to wobble since investors were hoping rates would fall. Stock markets, especially many of the biggest stocks performed well yet again. However, some mega-cap stocks cooled, it wouldn’t be surprising if more volatility were on the horizon. That and more, plus a general key retirement planning review and more…

Higher 2024 retirement plan contribution limits allow for more long-term savings

1 year ago 0 601

Saving enough each year for retirement is the most important thing you can do towards becoming retirement ready, alongside investing consistent with your life stage. Not everyone needs to save the full amount allowed to be saved into retirement accounts, but some should, and most people need to increase their savings, to get on track. Pay yourself first by saving an appropriate amount into your retirement account, and avoid being…

Q4 2023 Quarterly Context Video

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…