What the High Social Security COLA Could Mean for Your Retirement Finances
Social Security recipients will see a 5.9% increase in 2022 - the largest increase since 1982! This means that the average recipient will see a $92 a month raise starting next year.[1] While this is good news, it’s important to consider what this high [...]
Slow Ride – November 1st, 2021
Equity markets were positive this week as economic indicators presented a conflicted picture. Unemployment claims continue to decline, highlighting a hot labor market. GDP missed expectations however, coming in at an annualized pace of only 2.0% for Q3. Consumer sentiment remains low as market [...]
How Will You Want to Receive Long-Term Care?
There is a shift away from providing long-term care services in hospitals and nursing homes to providing care in individuals’ homes. This was happening before the pandemic, but the trend is now accelerating for several reasons. Many nursing homes did not allow visitors for [...]
Diagnosing Economic Health – October 26th, 2021
Equity markets were positive this week as economic indicators presented a conflicted picture. On the one hand, industrial capacity and production disappointed. This is not much of a surprise given the ongoing struggles with supply chains and labor shortages. On the other hand, PMI [...]
3 Uncertainties You Could Face in Retirement
The only certainty in life is that there will be uncertainties. However, that doesn’t mean you can’t create a plan to address them. Retirement shouldn’t be a time of anxiety or worry; it should be a time when you feel financially secure and can [...]
How Will You Reinvent Yourself in Retirement?
For much of your life, you’ve focused on your career, your family, and the future. Now is the time to shift your focus onto yourself. With more free time to pursue the things you love and perhaps some new activities, you can “reinvent” yourself [...]
October 2021 Market Update
In this month’s market recap, we review the performance of various asset classes and the driving factors behind this performance. We also discuss the most up to date analysis of our proprietary economic model – Recession Probability Analytics. To watch this [...]
Why We Could See a Market Correction
We’ve seen the stock market rise to record highs recently, but how long can this last? 54% of American investors see the stock market heading for a crash, according to a recent Allianz survey.[1] There are a few reasons why we could see a [...]
Can You Be Forever Young?
In a landmark "Counterclockwise" study at Harvard University,[1] a group of men in their 70s went to a retreat locale that was a sort of time machine back to 1959. The participants listened to Perry Como, watched Ed Sullivan, read magazines from the ’50s, [...]







