Tag: Risk

The Retiree Predicament

August 23, 2016

According to U.S. government census data, there were 76 million people born in the United States between the years of 1946 and 1964. This generation is widely known as the baby boomers. Currently, approximately 10,000 baby boomers retire every day. This generation is entering retirement during one of the most challenging investment time periods in our country’s history.

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There is No Reason to Panic

January 14, 2016

Understandably we have been receiving several e-mails and calls expressing concern about “the markets.” As I write this note on the evening of January 13th, the S&P 500 has dropped 7.45% for the year and is down 10.40% from the highs experienced back on November 3rd.

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2015 Market Review & 2016 Outlook

January 4, 2016

2015 proved to be a very challenging year in the market. The S&P 500 dropped 0.7% in 2015. This broke some major historic trends.This was the first time that a year ending in “5” declined since 1885 (this is not a typo). It is also only the second time since 1939 that the S&P 500 experienced a loss during a pre-election year.

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Risk of Investing in Bonds

March 1, 2013

There has been an increase in noise in the media of a pending “bond bubble.” While I feel that there is risk in the bond market, I don’t feel that there is an immediate need to fear bonds. That said, there are risks of owning a high percentage of bonds in your portfolio.

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