Articles
Latest Article
Awareness of retirement income
After years and years of accumulating assets, we’re about to begin years and years of drawing them down.
Read more
Past Articles
2022 Investment Outlook Seminar references
Information sources for 2022 Investment Outlook Seminar video Click here to view the 2022 Investment Outlook Seminar (Some links may require subscriptions.) S&P 500 Returns: https://www.forbes.com/sites/sergeiklebnikov/2022/06/13/dow-plunges-nearly-700-points-sp-500-enters-bear-market-territory-as-inflation-fears-roil-markets/?sh=29630b2e7b65 10-Year Treasury Yield: https://home.treasury.gov/resource-center/data-chart-center/interest-rates/TextView?type=daily_treasury_yield_curve&field_tdr_date_value=2022 Value vs. Growth: https://indexcalculator.ftserussell.com/icstep1.aspx 2018 and 2019 S&P 500 Returns: https://ycharts.com/indicators/sp_500_total_return_annual November Fed Statements about inflation and rates: https://www.federalreserve.gov/monetarypolicy/fomcpresconf20211103.htm June inflation vs. PCE from Second…
Revisit balance: Gain from Powell’s “pain”
By Kyle Tetting The 2022 Jackson Hole Economic Symposium left a mark on investors. With inflation raging, the annual roundup in Wyoming, sponsored by the Federal Reserve Bank of Kansas City, offered little new information. But one word in particular captured investors’ attention. […]
Longer living afterthought to retirement
By Joel Dresang Longevity experts call for a recasting of when and how we retire. That would require rethinking – and coaching. […]
Plan now for year-end investment moves
A special Money Talk Podcast explores how investors can help themselves now with year-end transactions and paperwork by having conversations with their advisors about such concerns as capital gains and losses, charitable giving and estate planning. […]
Money Talk Quiz, September 2022
The September quiz includes references to Money Talk Podcast discussions about an investment category more diverse than stocks, how the pandemic has distorted indicators and a way that student loan forgiveness might benefit the U.S. economy. Answers include links to more information. […]
No recession yet, the White House says
Two consecutive quarters of negative GDP do not a recession make.