Positions I'm Watching: Summit Materials (SUM) By: Stacey Nickens We are heading into third quarter earnings season, and analysts expect a steep decline in many company's earnings. FactSet predicts the S&P 500 will report a 20.5% decline in earnings; however, this is a smaller decline than was initially predicted. The earnings improvement is due to [...]
Financial Advisor Checklist By: Stacey Nickens In the Fall, nature sheds its dead weight in order to prepare for the Spring growing season. Similarly, Fall and Winter are fantastic times to clean up your finances in order to better prepare for your future. Working with a Financial Advisor can significantly help you in this planning [...]
Many of you may be familiar with the 4% Withdrawal Rule. According to this rule, you should try to withdraw no more than 4% of your retirement portfolio’s value each year. This withdrawal rate will theoretically allow the rest of your retirement savings to grow during the rest of the year. However, many of [...]
Social Security Benefit Increase for 2021 By: Stacey Nickens On Tuesday, the Social Security Administration announced their cost-of-living adjustment for 2021. Recipients' benefits will increase by 1.3%, which amounts to an average monthly increase of $20. CNBC estimates that the average Social Security benefit will increase to $1,543 from $1,523. Additionally, the average disabled workers' [...]
The Stock Market This Week: October 5-9 By: Stacey Nickens On Monday, major indexes rose after President Donald Trump said he would be leaving the hospital. The S&P 500 rose 1.8% and exceeded the 3400 level during daily trading. This is the first time the index has passed the 3400 level since mid-September. The Dow [...]
Reducing Drug and Healthcare Costs By: Stacey Nickens October is Breast Cancer Awareness month. As we celebrate those who have survived breast cancer and remember those we have lost to breast cancer, I believe it's important to consider the steep healthcare costs that many of us face. An average American pays $1,200 for medications each [...]
Your Fall Financial and Tax Planning Checklist By: Stacey Nickens For me, Fall is a time to reflect on my year thus far, honor my accomplishments, and make changes to finish the year on a high note. I like to think about a few questions. What were my goals at the beginning of the year? [...]
The Bucket Approach to Retirement Savings By: Stacey Nickens When my children were young, we used to go apple picking every fall. Sometimes we would even drive all the way to rural Illinois to enjoy some fresh apples, homemade apple butter, and homemade apple pie. Of course, there are so many types of apples. It [...]
The Stock Market This Week: September 28-October 2 By: Stacey Nickens Sector News: Earlier in the week, we saw spotty, but strong performances, from some of the worst-hit sectors. The financial and energy sector posted significant gains on Monday, and we saw strong performances from JPMorgan Chase, Goldman Sachs, Chevron, and Devon Energy. Investors buying [...]
Tip of the Day: Dividend Income Can Help Retirees Weather Market Volatility By: Stacey Nickens Clients often ask me: How much money do I need to have saved for retirement? However, instead of selecting a specific number, I prefer to look at how much money you will need to withdraw from your investment portfolios during [...]
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