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Category: Portfolio

September 1, 2020August 27, 2020 by keystonecv

The Future of Retirement Planning

As of the end of July, the stock market was still performing relatively well and the Federal Reserve had announced no near-term changes to interest rates.1 However, other economic news was not as rosy. According to the Bureau of Economic Analysis, the U.S. economy contracted by nearly a third (32.9% annual rate) in the second quarter… Read More

Economy, Portfolio Leave a comment
April 24, 2020April 28, 2020 by keystonecv

Why Sequence of Returns is Important

Why Sequence of Returns is Important

The research firm Spectrem Group estimated that at the end of 2019 there were 11 million millionaires in the U.S. By the end of the first quarter in 2020, that number had dropped by at least half a million. Clearly, the recent stock market woes have taken a toll on everyone, not just the working… Read More

Investing, Portfolio Leave a comment
January 7, 2020January 7, 2020 by keystonecv

The Importance of Women Achieving Financial Confidence

The Importance of Woman Achieving Financial Confidence in Retirement and in Financial Planning

Married or single, women are finding that taking an active role in their financial futures is critical. About 80% of married women outlive their husbands, and nearly half of all widows say they wish they’d been more involved in managing their finances when their spouse was alive.1 Whether you have a career or rely on… Read More

Portfolio, Women Leave a comment
January 3, 2020January 3, 2020 by keystonecv

Can Your Portfolio Weather an Economic Storm?

Can your investment portfolio weather an economic storm in retirement?

Let’s talk a little about famous last words. On Nov. 8, 2007, then-Federal Reserve Chairman Ben Bernanke told lawmakers that the U.S. economy did not appear headed for recession. One month later, the Great Recession of the 21st century began.1 So, on Sept. 6 of this year, when Fed Chair Jerome Powell announced that he… Read More

Portfolio, Retirement Roadmap Leave a comment
December 10, 2019December 10, 2019 by keystonecv

Have You Budgeted for Retirement?


Have you Budgeted and Financially Planned for Retirement?

Run the numbers. There is a rule of thumb for retirees suggesting that retirement income has a target of 70-80% of the household’s end salary, though this can certainly vary. So, years before leaving work, sit down (perhaps with the financial professional you know and trust) and take a look at your household’s monthly expenses.1… Read More

Life, Portfolio, Retirement Roadmap Leave a comment
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