Monthly Economic Update

In this month’s recap: stocks rose as better-than-expected corporate earnings and progress on a COVID-19 vaccine encouraged investors…read more…

Retirement In Sight – July 2020

Each year, the Transamerica Center for Retirement Studies surveys baby boomers, Gen Xers,
and millennials to gauge their perceptions about retiring. The 2020 survey, conducted in April,
studied the impact of the COVID-19 pandemic and how it may have affected their outlooks… read more…

Monthly Economic Update

In this month’s recap: stocks notched a solid gain, overcoming the rise of reported COVID-19 cases and plans of a slowdown in economic re-openings… read more…

Monthly Retirement In Sight

Some people approach their retirement years owning illiquid assets worth more than their liquid ones. While long-held illiquid assets, such as a business or home, may become highly valued or appreciated over time…read more…

Economic Update – May 2020

In this month’s recap: Stocks rebounded sharply, fueled by a flattening of the COVID-19 curve and positive results from clinical trial investigating a treatment for the virus… read more…

Retirement In Sight – Match 2020

What is your most powerful tool for building retirement savings? Perhaps, your income. For that matter, the path of your career could influence when and how well your retirement begins. Is there merit in changing jobs (or even careers) with an eye toward what the move might do for your retirement? …read more…

Monthly Economic Update – February 2020

In this month’s recap: The coronavirus becomes the leading news story in the financial markets, sending stock indices and Treasury yields lower; oil futures slide; consumer confidence, hiring, and manufacturing data offer bright spots… read more

Monthly Economic Update – February 2020

In this month’s recap: the emerging coronavirus reins in the bulls on Wall Street, trade deals make headlines, the United Kingdom makes its Brexit, and confident U.S. households help the economy keep its pace….read more…

Monthly Economic Update – December 2019

Stocks rallied in December, closing out a decidedly positive year on Wall Street. The S&P 500 added another 2.86% last month, rising 28.88% for 2019. What helped the market? read more…

Retirement In Sight – Dec 2019

A career-focused couple may spend as little as 5 to 6 hours interacting with each other on most days, given hours spent working, commuting, shopping, and running errands apart. Once retired, that same couple may spend as many as 15 to 16 hours together each day… read more