Category: Stock Market

Retirement, Income, Tax & Estate Planning.

A Record-Setting Week

It’s Wednesday morning and both the Nasdaq and S&P 500 hit new highs yesterday. As of now (11:52 a.m. in the east) both indexes are up again. When discussing the markets, which I end up doing many times each day, I keep getting the same questions and comments: Why does the market keep going up while the…
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August 19, 2020 0

Expect The Unexpected

When I talk to my clients, one of the things I hear most often is “We’ve never lived through anything like this before.” And that’s very true. 2020 has been an adventure to say the least. But I take that time to remind them that the world may be changing, but their retirement needs aren’t.…
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August 5, 2020 0

The Markets STILL Don’t Care Who Wins

A few weeks ago I penned an article titled “The Markets Don’t Care Who Wins”. I discussed the correlation, or lack thereof, between presidents and stock market returns. As the election draws closer these discussions invariably pick up momentum, and so do the news articles. Last week I came across an article titled “Presidents don’t…
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July 30, 2020 0

The Pandemic Is Causing Folks To Alter Their Retirement Plans

Earlier this week, I spoke with a friend of mine who is an advisor in the Midwest. He told me that since the pandemic hit, he’s lost quite a number of clients while many others went to cash. At Franklin Retirement, we had about 7% of our clients go to cash for a short period.…
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July 30, 2020 0
Ramp Up Your Retirement

Ramp Up Your Retirement

As you get closer to your retirement, you start to think practically about the steps of your retirement transition. A to-do list emerges of tasks to try and accomplish, as well as things to consider. If haven’t retired but are getting ready to, here’s three things you should think about.   Mind Your Money Now…
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September 14, 2017 0

10 Retirement Mistakes You May Be Making

The prospect of retirement always sounds good—walking out of the office for the last time, Johnny Paycheck blaring from the car speakers as you drive home and sleeping late whenever you want. But too often, common retirement decisions end up being mistakes. To that end, Kiplinger put together a list of 10 financial decisions retirement…
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June 8, 2017 0

The Results Are In: Retirees Are Spending Less

Tired of levitating frogs and determining why pants explode, the eggheads have turned their critical eyes to you, retired persons. More pointedly, how you spend your money. Articles in both the Wall Street Journal and Bloomberg Business this month highlight a growing trend: retirees spending less in their retirement. They have their conjectures why and…
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May 24, 2017 0

The Economy’s Hidden Problem: We’re Out Of Big Ideas

The rally continues.  Wow… what a run.  Many stocks are at their 52-week high as the DOW JONES INDUSTRIAL AVERAGE becomes friends with 20,000.  How long until 30,000?  While I like the Dow, following the S&P 500 makes more sense as the Dow covers just 30 stocks and the S&P covers the 500 largest companies…
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December 15, 2016 0

Time To Go To Cash?

It’s early Wednesday morning as I get ready to fly back to Philly.  With the Fed set to make an announcement later today, this column may be old news by the time you read this. Never the less, it has not only been a few tough weeks in the market, but it has been a…
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July 30, 2015 0

As January Goes… So Goes The Year?

January is now behind us and it couldn’t have happened fast enough if you are an investor.  With the Dow Jones industrial Average down 3.7% and the S&P 500 off 3.1%, it’s certainly not the best way to start a new year.  To put in perspective, last January the S&P was down 3.46% but did…
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February 4, 2015 0