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, [...]
Pay No Attention to That Man Behind the Curtain – October 11th, 2021
Equity markets were mixed this week as service PMI numbers beat expectations while nonfarm payrolls missed expectations. The headline hiring numbers disappointed, but including prior month revisions, September payrolls came in closer to 350K compared to the expected 500K. Additionally, by virtue of the [...]
Your Health is Priceless – But How Much Will It Cost You?
One of your largest retirement expenses could be your healthcare costs. An average 65-year-old couple retiring today will need an estimated $300,000 to cover their healthcare costs, according to a recent study.[1] Although good health is priceless, it could cost you in retirement. First, [...]
How Are You Warming-Up for Retirement?
Almost everything we do has some type of a process or warm-up routine. From playing golf to driving a car, every activity has certain steps that should be taken before you begin. Take for example a pilot performing their pre-flight routine and inspections. They [...]







