Apr 17, 2019 | Money and Aging, News, Pension Parameters, Planning for Longevity, projecting retirement, Retirement Creativity, US stocks
The first quarter was a welcomed turnaround for the financial markets following the fourth quarter setback. The major stock indices had a great start to the year with U.S. stocks outpacing international stocks. The bull market in U.S. stocks turned ten years old this...
Jan 14, 2019 | Market Improvement, Money and Aging, News, Pension Parameters, Planning for Longevity, projecting retirement, Retirement Creativity, US stocks
The final quarter of 2018 had the feel of the highly volatile first quarter. The year began with enthusiasm as lower taxes sent stocks to all-time highs. This euphoria quickly subsided and morphed into a rapid 10% correction. Entering the fourth quarter, major U.S....
Oct 2, 2018 | Market Improvement, Money and Aging, News, Pension Parameters, Planning for Longevity, projecting retirement, Retirement Creativity, US stocks
MARKET UPDATE: THIRD QUARTER 2018 U.S. stocks notched their best quarter since 2013, buoyed by strong corporate earnings and economic growth and are entering the final three months of the year just below their records. The S&P 500 gained 7.2% in the third...
Apr 23, 2017 | Boomer Retirement, Planning for Longevity, Retirement Plans, Retirement Reality
“Three in 10 workers are stressed about retirement,” writes Hazel Bradford in a pionline.com piece, citing the 27th annual Retirement Confidence Survey released by the Employee Benefit Research Institute and Greenwald & Associates. “Despite that, only four...
Apr 19, 2017 | Boomer Retirement, Planning for Longevity, Retirement Plans, Retirement Reality
“As in prior years, there is a big gap between when active workers expect to retire and when retirees say they actually did,” writes Rebecca Moore in An interesting plansponsor.com piece, citing the 2017 Retirement Confidence Survey (RCS) from the Employee Benefit...
Apr 16, 2017 | Asset Allocation, Do You Know, Planning for Longevity, Protect Your Family, Retirement Plans, Retirement Reality
“A CRR analysis finds that total wealth from retirement plans has largely been flat from 1992 to 2010,” notes a piece in thinkadvisor.com headlined Future Retirees Could Be More Reliant on Social Security. “Employer-sponsored retirement plans are providing less...
