Market and Performance Update – With all this talk of recession and gloom in the stock market, it would seem that with the losses we incurred last year it would just continue into 2023, right? Well, so far, 2023 is shaping up to be pretty good. It is said that when the first month of the year gives us …
Market and Performance Update – As 2022 recedes into the history books, we look at the stock market performance last year with all the joy we’d have for a root canal right after we’d been to an IRS audit. In the monthly newsletters I write every month, I normally report on four different stock market indexes. First, …
If you’re nearing retirement, the word “income” should never be too far from your mind. These days, very few people can afford to retire when and how they want on their savings alone. In retirement, you need a consistent stream of income to meet expenses, reach your goals, and ensure your money lasts a lifetime. …
Market and Performance Update – November Market and Performance Update The stock market surprised us to the upside in October. The Dow had its best monthly performance in years. In fact, at a 13.95% return for the month, it made more in October that it had in four out of the last eight YEARS! All our indexes were up …
Market and Performance Update My work schedule has been such lately that I’ve missed writing a couple of newsletters this year. Last month was one such miss. In January I committed to writing a book about retirement for people who are from one to fifteen years away from it. My publisher sent me a twelve-step process for writing …