Ask Your Spouse These Nine Questions Before You Retire

Planning Together Ensures You’ll Understand One Another’s Expectations
By Kathy Longo, CFP®, CAP®, CDFA
Wednesday, 22 January 2020

Ask Your Spouse These Nine Questions Before You Retire

Nearing retirement is an exciting time. It’s a culmination of your many years of hard work and smart financial decision-making, and many people find it to be an incredibly meaningful and rewarding phase of life. You likely have a host of retirement dreams – everything from where you’ll live to how you’ll spend your days and with whom – but do you know if your spouse has different expectations?

Market Commentary: Fourth Quarter 2019

By Jay Pluimer, AIF® CIMA®

Wednesday, 15 January 2020

Investors of all varieties received a generous Holiday gift from the markets in 2019 as almost all markets generated positive returns. US Stocks led the pack once again as the S&P 500 Index earned 31.5%. It was an interesting year where Bonds also performed well, which isn’t always the case. Key drivers of performance in 2019 included support from the Federal Reserve which reversed course by cutting interest rates to support growth in the US along with moderate earnings growth and easing Trade War tensions. The Trade War between the US and China is on a path to resolution, calming a significant theme of uncertainty. International Stocks also performed well, up 21.5%, with optimism that a calmer foreign trade environment should be helpful for foreign companies plus what appears to be a Brexit resolution. Finally, the positive economic and investment landscape led to the first US decade without a recession as we turn the clock forward into the 2020s.

Market Commentary: Third Quarter 2019

By Jay Pluimer, AIF® CIMA®

Tuesday, 15 October 2019

A variety of economic and political themes led to mixed stock market returns in the third quarter while bonds fared well. The most significant global issue continues to be the Trade War between the US and China which is estimated to detract over $700 Billion from the global economy in 2019. A direct result of the Trade War, combined with a still-evolving Brexit, has led to significantly slower growth in Europe including a large volume of negative interest rate bonds (meaning the investor is actually paying extra for the opportunity to buy a bond instead of receiving interest payments).

Is Socially Responsible Investing the Right Route for You?

By Jay Pluimer, AIF® CIMA®

Wednesday, 15 August 2018

Is Socially Responsible Investing the Right Route for You?

We have been talking to a lot of clients about ethical and impact investing lately. Opportunities to align investment dollars with personal values have become more available as investor demand has increased. It is now possible to effectively make investments that focus on the environment, sustainability, workplace disparities, or gender equality. In fact, from 2014 to 2016 these types of investments grew by more than 33%.[1] The desire to align personal values with spending dollars has already been demonstrated in consumer spending, as 66% of consumers now saying they’re willing to pay more for sustainable goods (a 55% increase from 2014). [i] People are not only buying with the environment in mind, but they are also investing in companies that promote social themes as well.

Tuning Out the Noise

Friday, 29 June 2018

Tuning Out the Noise

For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. The right financial advisor can play a vital role in keeping you focused on what really matters. Watch this informative video from Dimensional Fund Advisors to learn more about the value that a financial advisor can bring to your investment experience.

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