Retirement SolutionsArticles

We help individuals and families pursue their ideal retirements.

Open Enrollment

October 2, 2020 |

Just when you thought 2020 couldn’t get any worse…it’s that time of year again – Open Enrollment! Don’t worry, we are here to help you through it! Retirement Solutions works…

Sequence of Returns

August 31, 2020 |

We all know that the market cycles up and down, but sometimes we forget that when these changes occur, it could have a significant impact on our investments. In last…

Why Sequence of Returns Risk Matters

July 31, 2020 |

The stock market initially posted a major drop at the beginning of the U.S. coronavirus outbreak. Since then, it has gained back some ground, but there continues to be daily…

Jeremy Siegel and the Inflation on Bonds

July 2, 2020 |

I came across this 90 second video where Wharton Finance professor Jeremy Siegel talks about how he expects the interest rate on bonds and inflation to significantly rise over the…

The Importance of Discussing Finances

June 1, 2020 |

When it comes to our personal finances, we typically keep things close to the chest. Think about it, do you share with your children/grandchildren what your monthly budget is and…

The CARES Act and Your Retirement

May 1, 2020 |

We’ve all heard about the Coronavirus Aid, Relief and Economic Security Act (CARES Act) the federal government recently passed to help provide funding, loans and tax provisions to provide economic…

Global Economic Impact of Coronavirus

April 6, 2020 |

We are currently experiencing the fallout due to the spread of the COVID‑19 coronavirus worldwide, including here in the United States. It’s a perfect example of an unanticipated disruption that…

Stock Market Tumbles as Concerns Over the Coronavirus Grow

March 5, 2020 |

Markets plunged last week over fears of the coronavirus “jumping” across China’s borders. The rapid spread has now affected our economy. With new cases confirmed in Italy, South Korea, and…

Does Your Behavior Influence Your Portfolio Performance?

March 2, 2020 |

This is an interesting topic because the concept of efficient markets rests on the belief that investors behave rationally – buying when prices are low and selling when they are…

The SECURE Act is Changing Retirement

February 1, 2020 |

The “Setting Every Community Up for Retirement Enhancement” (SECURE Act) legislation was signed at the end of December 2019 and is effective January 2020. The SECURE Act puts into place several changes…

How Could America’s Debt Affect You?

December 2, 2019 |

Money has become easier to borrow thanks to the federal government slashing interest rates three meetings in a row. Lower rates make it cheaper for households and businesses to borrow…

Stuck in the Middle with You

September 6, 2019 |

47% of Americans between the ages of 40 and 59 have children young enough to live at home and parents old enough to need caregiving aid.1 Economists have dubbed this…

Sign up for our Newsletter!

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a education event.

Or give us a call at 801.465.6990